Amazon's reported grocery plans could re-define what a 'store' is (AMZN)
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Amazon
Kroger
Costco
Walmart
The Wall Street Journal
Morgan Stanley
AMZN
Amazon.com
AWS
Amazon Go
experiences."googletag.cmd.push(function
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Aldi
nightmareThe Wall Street Journal's
Whole Foods Market
Wells Fargo
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terms."Amazon
Markets Insider and Business Insider
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Brian Nowak
Edward Kelly
Jefferies
Christopher Mandeville
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Summary
Any investor could guess that Amazon's reported push into the grocery-store space would have disruptive implications for traditional supermarket chains like Kroger, Costco, and Walmart.After all, shares of all three names dropped midday Friday when The Wall Street Journal, citing people familiar with the matter, reported Amazon was planning to open "dozens of grocery stores in several major U.S. cities." It was a familiar chain reaction: the e-commerce giant still strikes fear into corners of the market it seeks to enter.googletag.cmd.push(function() { googletag.display('div-Mobile-Web/Stocks/Post-2'); });googletag.cmd.push(function() { googletag.display('div-Desktop/Stocks/Post-P5'); });But Amazon's reported grocery plans could also have a transformative effect on the very way consumers think about in-store experiences, according to a Morgan Stanley analysis.
As said here by Rebecca Ungarino