Winners & Losers March 9, 2017

The Tipping Point is 20%



Once a sector hits 20% e-commerce penetration, the winners and losers start to emerge. We've seen it with books and toys, and apparel may be next.

Loser: Firms relying on Amazon Web Services. The recent outage disrupted service for hundreds of thousands of sites.

Loser: Online travel agents, whose crowded layout paves the way for Google's Hotel Finder to change the game.

Loser: Connected toys. Amid growing evidence that "smart" playthings can be hacked, Scott demos his kids' newest toy.

0:16: Foner Books Analysis of SEC Filings.
0:24: “Total Retail 2016: They Say They Want a Revolution,” United States Fashion Industry Association, August 2016.
1:10: “AWS Still Owns the Cloud,” TechCrunch, February 2017.
1:16: Q4 2016 Amazon Filings.
1:28: “Amazon Just Broke the Internet,” Gizmodo, March 2017.
1:36: “The Massive AWS Outage Hurt 54 of the Top 100 Internet Retailers — But Not Amazon,” Business Insider, March 2017.
1:42: “Amazon Just Broke the Internet,” Gizmodo, March 2017.
1:50: L2 inc.
1:57: L2 inc.
2:11: L2 inc.
2:21: “Germany Bans ‘My Friend Cayla’ Doll Over Spying Concerns,” NPR, February 2017.
2:39: “If You Have One Of These Toys In Your House, You May Want To Stop Using It,” The Huffington Post, February 2017.

Episode 115

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