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Added to YB: 2026-02-03

Pitch date: 2026-01-30

AMZN [neutral]

Amazon.com, Inc.

-14.04%

current return

Author Info

No bio for this author

Company Info

Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.

Market Cap

$2.2T

Pitch Price

$238.31

Price Target

N/A

Dividend

N/A

EV/EBITDA

13.92

P/E

28.56

EV/Sales

3.14

Sector

Broadline Retail

Category

turnaround

Show full summary:
Theodosian Capital | Stocks Update 30/1/2026 - AMZN – Cost cuts; Whole Foods; Open AI

AMZN (update): 30K layoffs ($1.6B cost, <12mo payback) to cut bureaucracy; closing Amazon Go/Fresh stores to focus on delivery (5K cities) + Whole Foods; potential $50B OpenAI investment (50% of 2026 EBIT) for minority stake raises capital allocation concerns; 25x 2027 P/E not cheap.

Read full article (2 min)