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We Definitely Spoke Too Soon - Amazon Prime Membership Picks Up Again
After years of rapid growth, Amazon Prime membership growth slowed down pre-pandemic. CIRP thought it met its theoretical limit. Over the past year…
Apr 16
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Michael Levin and Josh Lowitz
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We Definitely Spoke Too Soon - Amazon Prime Membership Picks Up Again
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Amazon Music - Evidence of a Monopoly or Casual Customers?
One more perspective on the Federal Trade Commission antitrust case against Amazon. We can’t help but think some of that case may look at how Amazon…
Apr 9
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Michael Levin and Josh Lowitz
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Amazon Music - Evidence of a Monopoly or Casual Customers?
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Is Amazon Hardware Another Antitrust Threat?
As we consider the implications of the Department of Justice announcement of the new antitrust case against Apple, we want to keep our eye on the…
Apr 2
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Michael Levin and Josh Lowitz
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Is Amazon Hardware Another Antitrust Threat?
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March 2024
Will the FTC Fight Amazon Over Hardware, Too?
Last week, the other shoe dropped as Apple joined Amazon as the defendant in a high-profile, high-stakes antitrust case. Much of the Department of…
Mar 26
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Michael Levin and Josh Lowitz
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Will the FTC Fight Amazon Over Hardware, Too?
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Subscribe & Save Frequency and Order Size Slows Down, Too
Amazon Prime membership, like Costco and Sam’s Club, is a wonderful customer affiliation for a retailer. The only thing better is reliable, repeat…
Mar 19
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Michael Levin and Josh Lowitz
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Subscribe & Save Frequency and Order Size Slows Down, Too
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Subscribe & Save Slows Down a Little
As Amazon Prime matures and growth slows down, we look at other ways Amazon seeks to strengthen its bond with its customers. We’ve analyzed device…
Mar 12
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Michael Levin and Josh Lowitz
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Subscribe & Save Slows Down a Little
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Amazon Streaming Video is Different than Netflix and the Rest
Lots of debate and heartache in the world of streaming video content lately. Everyone but Netflix (and even them, a little) bemoans how demand for paid…
Mar 5
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Michael Levin and Josh Lowitz
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Amazon Streaming Video is Different than Netflix and the Rest
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February 2024
Shoppers Gonna Shop - Shein and Temu Could Worry Amazon
We’re not the first to consider the impact that Chinese e-commerce players Shein and Temu might have on Amazon’s US business. We do have data about how…
Feb 27
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Michael Levin and Josh Lowitz
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Shoppers Gonna Shop - Shein and Temu Could Worry Amazon
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Should Amazon Buy a TV Manufacturer?
Eh, probably not. This question arose in response to news reports that Walmart is negotiating to buy television manufacturer Vizio. Vizio is the largest…
Feb 20
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Michael Levin and Josh Lowitz
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Should Amazon Buy a TV Manufacturer?
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Target Circle Plus or Whatever They Call It Should Not Worry Amazon
We periodically consider what might threaten Amazon and Amazon Prime. For this reason, we have followed Walmart+ closely since its launch three years…
Feb 13
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Michael Levin and Josh Lowitz
1
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Target Circle Plus or Whatever They Call It Should Not Worry Amazon
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Is Prime Membership Really Just About Fast Free Shipping?
A couple of days ago, Nicole Nguyen of the Wall Street Journal asked “Is the $139 Prime Subscription Still Worth It?” She noted the recent $2.99 added…
Feb 6
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Michael Levin and Josh Lowitz
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Is Prime Membership Really Just About Fast Free Shipping?
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January 2024
Did We Speak Too Soon? Amazon Prime Grows in the US
We started tracking Amazon Prime membership in 2013 when we estimated there were 16 million members in the US. Membership took off from there, with…
Jan 30
•
Michael Levin and Josh Lowitz
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Did We Speak Too Soon? Amazon Prime Grows in the US
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