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Last quote about Amazon

Donald J. Trump
If (at)amazon ever had to pay fair taxes, its stock would crash and it would crumble like a paper bag. The @washingtonpost scam is saving it!feedback
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NEW Jun 28 2017
You can find on this page a variety of quotes, by one or many people, on what they said about Amazon. 297 people are quoted and you can read 594 citations of them about Amazon. Jeff Bezos, Jim Cramer and Mark Mahaney, are those who have spoken the most about this topic. Jeff Bezos said: “This is not a philanthropic endeavor. For me, I really believe, a healthy newspaper that has an independent newsroom should be self-sustaining. And I think it's achievable. And we've achieved it.”.
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All quotes about Amazon

Kathy Smith - Renaissance Capital

It's a great way to touch customers directly, particularly high end customers. You can put a lot of items through that channel, not just food. So you can sell wine, almost anything.feedback

Kathy Smith - Renaissance Capital

Blue Apron is not just a delivery company, it's an experience. It's supposed to make people feel good about healthy food that you're making yourself.feedback

Tom Finke

That model is hard to value. It's similar to the dotcom boom but there's more substance now. During the dotcom boom, you had companies created and people thought: 'oh, it could go to the moon'. The reality is: now there're more tangible companies like Amazon that are actually selling and generating revenues, but they're reinvesting in very different ways than traditional companies. And that's why it's hard to put a cap on it.feedback

Tom Finke

Could there be a correction based on disappointment with the Trump administration undoing some of the bump? Sure, but we're probably seeing that as buying opportunity for good value credits.feedback

Donald J. Trump

The #AmazonWashingtonPost, sometimes referred to as the guardian of Amazon not paying internet taxes (which they should) is FAKE NEWS! The @washingtonpost, which loses a fortune, is owned by @JeffBezos for purposes of keeping taxes down at his no profit company, @amazon.feedback

Kim Kardashian

Cause this one kind of blows it out, and you can't really see it so much, so I need a really good light.feedback

Rodney McMullen - The Kroger Company

Amazon wanted to do something from the physical asset standpoint. We are trying to take care of customers.feedback

Rodney McMullen - The Kroger Company

Anytime you're transitioning the environment is harder. We're definitely up for all challenges. ... We've been through many changes.feedback

Gene Lee

We constantly sit around here thinking about how does Amazon have an impact on our business. Our research tells us that guests still want to come to restaurants.feedback

Gene Lee

Believe it or not, millennials still want to come to restaurants. I know you don't think millennials want to go to restaurants, but 30 percent of our guests are millennials versus 24 percent of the population. So we over indexed.feedback

Gene Lee

The only way Amazon is in our world right now is through Amazon prime delivery. We have a test going on with them. We'll continue to partner with them and see if we can make that work.feedback

Kent Walker - Google

We think our current shopping results are useful and are a much-improved version of the text-only ads we showed a decade ago. Showing ads that include pictures, ratings, and prices benefits us, our advertisers, and most of all, our users. And we show them only when your feedback tells us they are relevant. Thousands of European merchants use these ads to compete with larger companies like Amazon and eBay.feedback

Mike Watkins

The early summer weather gave supermarkets a much needed shot in the arm. Rising temperatures benefited soft drinks, alcohol and frozen food, in particular, with sales of hand-held ice creams alone soaring 24%. Looking ahead, a continuation in both the warm and dry weather and creeping inflation means growth should be maintained at around 3% for at least the next few weeks.feedback

Darren Seifer - NPD Group

It makes perfect sense that as online grocery shopping grows it will drive the adoption of meal kits. Online grocery shoppers can save time by not having to search through multiple websites, and they both work hand-in-hand in meeting the consumer's need for convenience with the delivery of a fresh meal they can prepare at home.feedback

Budd Bugatch - Raymond James & Associates

In addition, the 'treasure hunt' aspect of a Costco shopping trip is unique to its business model and creates a very loyal customer following. Furthermore, there remains a long runway for Costco to drive top-line growth and further market share through new club openings in the United States and internationally.feedback

Budd Bugatch - Raymond James & Associates

Admittedly, even with the recent pullback, Costco still trades at a premium valuation to the overall market and its large retail peers. Nonetheless, its business model remains intact with healthy membership growth and strong renewal rates. While Amazon's agreement to buy Whole Foods, when consummated, will add a new dimension to the grocery business, it does not materially impact Costco's unique business model, and we would be buyers on COST's recent weakness.feedback

Jeremy Stanley - Instacart

Our customers are the customers of the retailers we serve, there is such brand loyalty to the retailers. Groceries are really personal, maybe even more personal than the movies you watch, and I think data can really change the way people buy food.feedback

Jeremy Stanley - Instacart

We're rapidly experimenting with computer vision for different types of applications, especially in understanding our catalog and enriching our catalog also potentially in identifying items on shelves in stores. There are lots of other directions that we can go with this. It's the digital and end to end asset … being able to understand everything from when the customer first shows up what their intent was to the long tail of their transactions in the months and years to come. That kind of integrated data doesn't exist in many classic businesses.feedback

Jeremy Stanley - Instacart

We're really deep into the consumer data, because we have a direct relationship with the consumer. One of the wonderful things about groceries is that compared to other e-commerce purchases, groceries are habitual and frequent. People need groceries every week.feedback

Kenneth Sanford

Amazon will know what's in your refrigerator already and will be able to deliver extra turmeric when you need it. They'll be able to say, I know you have these three things in your cabinet, I'll send you these two additional things, based on the fact that you haven't had it in three weeks and you liked it last time. They're going to be able to create meal bundles at a level that, say, [the] Blue Apron's of the world could never really do.feedback

Tom Furphy

It's a space issue for stuff coming through. It's a labour issue for people tripping over each other.feedback

Lauren Fletcher

We're firing at one a second, which means a pair of operators will be able to plant nearly 100,000 trees per day – 60 teams like this will get us to a billion trees a year.feedback

Wilbur Ross

Take their acquisition of Whole Foods. I think that's a very clever move to marry together a very good, high-quality, niche retailer with the very broad brush approach of marketing everything that Amazon has done so well. But I surely don't see any anti-trust implications in that.feedback

Michael Pachter - Wedbush Securities

Walmart customers were late adopters of Amazon Fresh (Amazon's grocery delivery service) and Amazon Prime, so they're going to be late adopters of the Whole Foods premium experience.feedback

Shayne McQuade

Amazon is moving into food, so Amazon and Walmart are going to be head to head.feedback

Jim Cramer

I think the stock has to start reflecting this new world even more than it has. It still reflects too much of the old world, even down here. Unless Bed Bath can develop something new, something experiential, something different that can't be had online, the company's simply facing a dilemma that may be too hard for anyone to solve.feedback

Jim Cramer

It's a truly existential crisis for this once-high-growth retailer because Bed Bath's got a frightful problem: the more it beefs up its online business, the worse it does.feedback

Jim Cramer

Look, I'm not picking on Temares. But in this new world, no matter what a merchant does, they can't seem to win against Amazon.feedback

Jack Ma - Alibaba Group

My grandfather worked 16 hours a day in the farmland digging. He thinks he is very busy. We work eight hours, five days a week. We think we are very busy.feedback

John Ivankoe

The risk has increased that AMZN becomes a disruptor to foodservice distribution models.feedback

Marc Wulfraat

It's a peanut. It's nothing. If Amazon wants to become a dominant grocery company in a short period of time, then there would be an investment required, and it would be big.feedback

Brian Yarbrough - Edward Jones & Co.

Bidding for Whole Foods would be a 180-degree turn from what Wal-Mart's strategy has been for the past two to three years.feedback

Jim Cramer

Nine analysts asked questions about the quarter on that call, eight of them gave some form of congratulations. Only Goldman Sachs' Heather Bellini, one of my absolute favorite analysts, resisted the siren call, or it would've been a perfect game. Normally I'd like that impartial, diffident kind of question, but not this time. Come on Heather, join in on the fun and embrace Oracle like everyone else! Why? 'Cause that stock is going higher.feedback

Howard Lerman - Yext

Every intelligence service, whether it's Google or Apple or Facebook, they all have three layers. They have their [user interface], they have their algorithms and they have their knowledge base. Their knowledge base is where Yext comes in.feedback

Jim Cramer

I, for one, am not throwing any flags because I think occasionally it's right to crow when you do something very right. And make no mistake, Oracle's nailing the transition from on-premises computing to the cloud.feedback

Jim Cramer

The biggest winner in Amazon's destruction of the mall is, by far, TJX. It has the cash to come in and buy all this excess inventory that pops up when you close a store, which they then mark up for a lower price than Amazon can charge, and they still make a boatload of money.feedback

Howard Lerman - Yext

It's not enough for a business to sit back and hope that the right information is found. We proactively push the truth into the world.feedback

Irene Rosenfeld - Mondelez International

I think, if anything, it's a clear validation of the notion that the consumer is shopping everywhere, and all of us better pay attention to that. We have the most robust health and well-being pipeline in our U.S. franchise that we've ever had. We're doing lots of work in terms of renovating our core portfolio.feedback

Jim Cramer

Here's the bottom line: Not everything can be crushed by Amazon and the Empire is striking back. So Amazon better not get too cocky. The force may at last be with its competitors if it does.feedback

Jim Cramer

Something's happening now. Something ... no one seems to be noticing, and that's the characterization seeping in that Amazon, loved by consumers, might end up being viewed as the evil empire.feedback

Jim Cramer

It wants them to switch to other web services, namely Alphabet, ... Microsoft's Azure, which is very hot, or even IBM. Wal-Mart's too big a customer to say no to and it's not that hard to switch.feedback

Tobias Levkovich - Citi

In the past, such low correlation readings have preceded stock index weakness. Indeed, it is often best to step up aggressively when correlation is north of 70% and to back off when readings dip below 20%.feedback

Donald J. Trump

Somebody said why did you appoint a rich person to be in charge of the economy? And I love all people, rich or poor, but in those particular positions I just don't want a poor person. Does that make sense? Does that make sense? If you insist, I'll do it, but I like it better this way.feedback

Mark Hurd - Oracle

We're different than Amazon. Amazon offers infrastructure, and they started in infrastructure. We're a differentiated intellectual property company. We make applications. We make platforms, databases, Java, business intelligence, analytics, machine-to-machine capability embedded in those applications. For us it really is the bigger picture not just the competition in one segment. We believe the application of AI, pattern matching, whatever word you want to use for the technology ... is really getting it integrated and embedded into the applications.feedback

Mark Hurd - Oracle

I would guess a quarter of the world's infrastructure has a piece of Oracle IP running on top.feedback

Mark Hurd - Oracle

Historically in our industry, we used to extract data from an application, send it somewhere, let people do magic with it ... and then send it back.feedback

Donald J. Trump

I love all people -- rich or poor -- but in those particular positions, I just don't want a poor person. Does that make sense? If you insist, I'll do it -- but I like it better this way. They're representing the country. They don't want the money. They're representing the country. They had to give up a lot to take these jobs. They gave up a lot.feedback

Charlie Munger

I believe Costco does more for civilization than the Rockefeller Foundation.feedback

Nick Miles

China is already the largest online grocery market in terms of value in the world, so it's really advanced in terms of scale.feedback

Kristin Mariani - Amazon.com

We are offering a range of options at various price points, depending on advertiser objectives.feedback

Herb Hovenkamp

I always take the long view of these things. Over time, we have always had these big firms that somebody said, We have to do something about these guys. Businesses cycle in and cycle out. There's no question in my mind that this will happen to Amazon.feedback

Alden Abbott

Competitors can be expected not to like a merger that puts more pressure on them. If their share price goes down, it's a sign they'll be under more competitive pressure.feedback

José Sarney Filho

[It] indicates that we may have stagnated the upward curve of deforestation. We hope that the new data will soon point to a downward trend.feedback

Vidar Helgesen

In 2015 and 2016 deforestation in the Brazilian Amazon saw a worrying upward trend. Even a fairly modest further increase would take this number to zero.feedback

Jeff Bezos - Amazon.com

If you really wanted to build a business you could support with advertising alone, especially programmatic advertising, you'd have to be incredibly lean, you'd have to eliminate a lot of layers of editing, you would not do much original material, you would cleverly rewrite other people's material, you would emphasize clever writing as opposed to original sourcing. If you want to do investigative reporting and other kinds of very expensive reporting, you have to have a model where people will pay you for it.feedback

Jeff Bezos - Amazon.com

This is not a philanthropic endeavor. For me, I really believe, a healthy newspaper that has an independent newsroom should be self-sustaining. And I think it's achievable. And we've achieved it.feedback

Jeff Bezos - Amazon.com

One of the first rules of business is complaining is not a strategy. You have to work with the world as you find it, not as you would have it be.feedback

Jeff Bezos - Amazon.com

We run Amazon and the Washington Post in a very similar way in terms of the basic approach. We attempt to be customer-centric, which in the case of the Post means reader-centric. I think you can get confused, you can be advertiser-centric -- and what advertisers want, of course, is readers -- and so you should be simple-minded about that and you should be focused on readers. If you can focus on readers advertisers will come.feedback

Martha Stewart

I think Jeff Bezos, with ... Amazon buying Whole Foods, you are going to be seeing meal kits being sold through Whole Foods. This is a real opportunity.feedback

Andy Jassy

You are much better off cannibalizing yourself, or being ahead of whatever direction the world is headed.feedback

Pablo Zuanic - Susquehanna Financial

Retail consolidation has not been bad for margins. So from a clout point of view (bargaining with suppliers), we do not think that is significant to concern CPG companies. Sure, that could grow, but so will others.feedback

Charlie O'Shea

We have been asked by investors and media over the past few days, in almost breathless tones, What does Walmart do?' and 'Isn't Walmart scared? Realistically speaking, a challenged $16 billion food retailer is merely changing owners. And Walmart, already the world's largest retailer, also is the world's biggest grocer.feedback

Andrew Wolf

Kroger's use of big data analytics ... continues to set it apart in the US grocery landscape. We believe this critical capability would benefit Whole Foods immensely as it is in the early stages of its own journey to price relevancy in a dynamic US food retailing market.feedback

Andrew Wolf

The offensive play would make Kroger by far the largest natural/organic food retailer at over $30B in category sales and would generate significant synergies both financially and in mind-share. In turning around Whole Foods, both Amazon and Kroger would bring strong capabilities but ironically, Kroger's leadership in big data analytics in grocery could arguably be the most critical.feedback

Jeffrey Nassof - Freeman

The Becton Dickinson bond offering closed less than a month after the acquisition was announced and the bridge was arranged. In cases like this, bridge loan fees are likely to be relatively low. This trend is a primary reason why bridge loan fees have declined at a sharper pace than volumes in the last year.feedback

Kate McShane - Citi

TGT's strategy of differentiating itself from AMZN and WMT through offering immediate access to food/HPC [household and personal care] and having a differentiated mix skewing to fresh/natural/organic has effectively been muted.feedback

Kate McShane - Citi

With Wal-Mart enhancing its e-comm portfolio with Jet.com and Bonobos over the past year through acquisitions that target millennials and AMZN's sizable entry into fresh/organic food w/ WFM acq., TGT's two main competitors have very quickly changed the game. This makes TGT's rev. growth prospects through organic or acq. growth tougher to achieve, absent any kind of game changing move.feedback

Bruno Lannes - Bain

It's going to very hard for those pure e-commerce players to grow (margins), and for those offline players, it's going to be very hard to survive and make money. The answer is to combine in an integrated supply chain.feedback

Hal Lawton - eBay

Consumers are still very price conscious. Post-2009 and 2010, value just became an even stronger consideration for where they shop and what they buy. That really hasn't waned even though the economy has strengthened.feedback

John Mackey

It's too early to talk about how benefits and compensation may synch up.feedback

Avishai Abrahami - Wix.com

Today there is a lot of smaller platforms, mostly in the United States. Squarespace would be one, Weebly would be another. But I think that the technology gap between us and them is so huge. We are selling in 190 countries, we are global. They are a bit localized.feedback

Jim Cramer

Just to be clear, Williams does not believe we're headed into a bear market, I want to make that point. But there's a very important pattern that makes him think that a meaningful decline could be looming in the not too distant future. Williams insists this decline will not mark the start of a bear market even though it's pretty hideous. Eventually he expects we'll get oversold, which will ultimately lead to a bounce. That's because the real cause here is the 10-year pattern.feedback

Ginni Rometty

You know, I've been quite focused on how, for a country, we have got to work on our skills and prepare not only this current generation, anyone, for work because all work's going to include technology.feedback

Avishai Abrahami - Wix.com

It's actually true, you can come to Wix and build a website for free. And then when you start to use more business fixtures – you want to have e-commerce, you want to have ways for people to book your services – this is where we charge.feedback

Nathan Price

These people are really important to the future of what we want to do. In academia, we need to close the gap more than we have been.feedback

Nathan Price

We're asking talented researchers to come spend a few years with us, and develop something cool before they get recruited out.feedback

Jim Cramer

First, bond buyers are transfixed by oil and its plunge down today to $43.feedback

Jim Cramer

We can laugh, but Amazon's rampage is now getting out of control. This company is now wrecking the price structure of everything the consumer buys. The whole consumer price index is being Amazon-ed and we're now at a moment where the Fed might need to acknowledge, Wait a second, Amazon's mowing down inflation to the point where maybe we don't need to raise rates anymore.feedback

Joe Tsai - Alibaba Group Holding

It's high frequency. It brings a lot of customer loyalty to the platform. It's also in high demand, and in today's consumer market in China people are looking for high-quality foods.feedback

Joe Tsai - Alibaba Group Holding

Great minds think alike. We think that's a great move for them to get into the fresh foods category, which we have been executing on since last year.feedback

Brian Lee

The retail world is terrified, especially since the Whole Foods announcement. But just because Amazon is getting involved in something doesn't mean it's going to be successful.feedback

Ann Hynes - Mizuho

We believe the reports in May that [Amazon] is hiring people to break into the pharmacy industry are mostly noise.feedback

Adam J. Fein - Pembroke Consulting

Everyone has massively overreacted to the prospect of Amazon entering the prescription business. Whole Foods does not help Amazon's pharmacy ambitions.feedback

Mark Bittman

Blue Apron may well continue with its IPO. But if Amazon wants to do meal kits, Amazon will do meal kits.feedback

John Mackey

About a year and a half ago, I dreamed that we merged with Amazon. I woke up, and I told my wife about it. And she said, That's crazy.' And I said, I know. That's really weird, isn't it? I got a feeling I'm off script.feedback

John Mackey

They are more customer-centric than we are. They really are. And one of my takeaways is that, by God, we're gonna become as customer-centric as Amazon. These guys just want to sell us. Their mantra is basically shareholder value. They don't care about the stakeholders or long-term value. It's just, How do we make as much money as we can as quickly as possible?feedback

Tony Hsieh - Zappos

Amazon supports us in continuing to grow our vision as an independent entity, under the Zappos brand and with our unique culture.feedback

Omar Saad - Evercore ISI

Already, stores of all stripes are struggling mightily to figure out the right combination of online and store to serve the needs of shoppers. Amazon is not afraid to experiment and has been working hard to find the right fit in fashion.feedback

Omar Saad - Evercore ISI

Amazon's taking a page from players such as Stitch Fix, which has been gaining steam and grew revenues to $730 million last year by letting users try on looks at home. While Stitch Fix uses a combination of artificial intelligence and full-time stylists to recommend looks tailored for each user, Amazon brings to the table its massive scale, logistics expertise, aggressive stance and nearly endless supply of funds.feedback

Lina Khan

The economics of platform markets create incentives for a company to pursue growth over profits, a strategy that investors have rewarded. Under these conditions, predatory pricing becomes highly rational – even as existing doctrine treats it as irrational and therefore implausible. This dual role also enables a platform to exploit information collected on companies using its services to undermine them as competitors.feedback

Steven Mnuchin

It's not for us to comment on the deal one way or another.feedback

Steven Mnuchin

We had an amazing day yesterday with tech leaders showing us and helping us [on] how we can move government into the next century, whether it's cybersecurity, whether it's updating our aged infrastructure. We've underinvested in technology for too long.feedback

Jos Barlow

It is terrifying to see the Amazon degraded to this extent. Every time we go to field, we measure plots and find the situation is far far worse than before but nothing is being done about it.feedback

Thiago Medaglia

The data visualization from scientific studies is an important step in the struggle for forest conservation. Now, it is possible not only to visualize the impacts of deforestation in the Amazon, but also those of degradation.feedback

David Rosenberg - AeroFarms

Now Amazon is going to reshape the entire food retailing industry and it is highly deflationary – and this is an US$800 billion grocery market we're talking about.feedback

Brian Culpepper

Every grocery store out there now is having a conversation about how much they can afford to spend to keep Amazon out of the space.feedback

Gene Farrell

You are right in your assessment that AWS Apps has the potential to be a bigger business than the start-up. The flip side is that as member of a five-person executive team in a smaller company I can have a much bigger influence on the overall company and culture. I have worked at big companies my entire career, and the challenge of proving to myself that I can be successful in a smaller company with fewer support systems is intriguing.feedback

Gene Farrell

I looked at my current trajectory at Amazon, which included my latest grant, against a range of Amazon stock price growth assumptions vs. the range of likely outcomes if I join the start-up. Without getting into all the details, the expected ROI over the next four years from joining the startup is 3x to 6x the total compensation I expect at Amazon. There is always some risk that they won't go public, but based on the current trajectory of their business and my discussions with their board, I believe there is a better than 75 percent chance that it will happen.feedback

Jim Cramer

With natural gas at $3, a dollar above where it was last year, and Rice's $1.12 all-in cost of production, this is a remarkable deal that will make fortunes for EQT's shareholders.feedback

Jim Cramer

Every time you think they've buried technology stocks, it turns out to be precisely the moment to buy them. Every time you think they've abandoned the growth stocks, no, they're right back there. Every time you've written off the industrials or decided the latest Fed rate hike means nothing to the banks, the money flows right back into the group. The result? A bountiful day ... that allowed us to overlook the continued supermarket carnage in the wake of the Amazon-Whole Foods tie-up.feedback

Jim Cramer

Amazon isn't just any low-cost producer. It has tremendous artificial intelligence capabilities that let it figure out what you want, something that grocers have been woeful at. It has Amazon Prime, which can easily offer deals that would be unthinkable from, say, Kroger's point of view.feedback

Jim Cramer

This EQT-for-Rice deal shows us that portfolio managers can shun the group all they want. It just creates the values that are obvious to the companies themselves, who are happy to do some buying at prices well below the cost of drilling itself.feedback

Jim Cramer

Believe me, there's nothing theoretical about what Amazon's about to do to these industries. It's now a reality for everyone from Costco to CVS to Wal-Mart and Target and the pain? It hasn't even begun yet.feedback

Kathy Smith - Renaissance Capital

It's going to take some time to figure out the impact of the acquisition on food delivery, and there are a lot more available ways to raise money when you're public than when you're private.feedback

Paul Hickey

Retail sales are coming online... sucking share from traditional retailers. What we're seeing is people can shop other places, [but] chose to shop Amazon because it's most convenient.feedback

Dennis Davitt - Harvest Volatility Management

Once the VIX is below 10, I find there's a really good opportunity to put hedges on my overall portfolio. With the talks kicking off in the Brexit conversations, this should be a really interesting tell as to how smooth they are going.feedback

Dennis Davitt - Harvest Volatility Management

Last week's move above 12 was short-lived, and perhaps a broader market rally will send it once again below 10.feedback

Karen Short - Barclays

Many will do anything to either make this acquisition more costly for Amazon, or prevent the asset from landing in Amazon's lap.feedback

Paul Trussell - Deutsche Bank

The WFM acquisition represents a game changer with COST's competitive moat in grocery under greater threat while its digital platform lags peers, putting membership renewal at risk for decline. The pipeline of positive catalysts has played out and the competitive backdrop is intensifying with AMZN & WMT accelerating in-store and online efforts and innovation.feedback

Alexia Howard - Sanford Bernstein

That's allowing new challengers or small brands gaining market share, and you're seeing a fragmentation of the industry. Consumers, particularly mothers of small children, have started to talk about what's in our food.feedback

Alexia Howard - Sanford Bernstein

I like Kraft Heinz because of deal making and Mondelez because they're 75 percent out of the U.S. and have good cost-cutting going on.feedback

Alexia Howard - Sanford Bernstein

The bigger deal for [food] companies is the 365 brand and over time, they could ramp that up to be a more important feature of their online offerings. That's a pretty big deal.feedback

Alexia Howard - Sanford Bernstein

I would say it's the smaller brands that are going to be most affected. Conagra and the mid-tier companies are probably going to be the most hurt. There's probably a lot of independent brands that are owned privately around the country that have the least pricing power and will be hit hard by this.feedback

Micahel Lavery - Piper Jaffray

Shifts in the retail environment, particularly in North America, may pose risks broadly for center-store processed food manufacturers, including General Mills. Consumers continue to drive away from processed foods. We expect continued downward pressure on pricing from intense retail competition, driven by retailers like Walmart, Aldi and Lidl and online retailers, too.feedback

Kevin Dreyer - GAMCO Investors

Fourteen billion is a big number but it´s not a number where there´s no other buyer. Others could certainly look at this and sharpen their pencils.feedback

Alden Abbott

Even if they did compete ... you'd have to look at the presence of (other grocery chains).feedback

Charles Kantor

I think there´s the argument that Amazon acquired Whole Foods for free. The reaction of shareholders suggests that Amazon has left themselves lots of room to pay more for this strategic asset.feedback

Joe Brusuelas

With respect to the Amazon-Whole Foods merger, I think it's premature to anticipate a deflationary surge via grocery prices based on Amazon's ability to ship units of goods to customers. This is a foray into a highly volatile industry, based on commodity prices, which are immune to Amazon's ability to shape a supply chain.feedback

Jeremy Lawson - Standard Life

We need to be more realistic about how much impact [the merger] could have on food price inflation in the near future. It's something to monitor and be observant about, but not something that will affect the near-term forecast for inflation.feedback

David Maloni

We doubt it means much for commodities in the near term, but underscores the changing landscape for how consumers purchase food. Of course, we don't know Jeff Bezos' plans here, but it's highly likely he sees something in food sales that can be disrupted on a massive scale. We live in remarkable times, for sure.feedback

Karen Short - Barclays

A strategic bidder has significantly greater synergies that they can put through on their valuation multiple on Whole Foods, which would mean that they could top Amazon's bid.feedback

Chris Liddell

It's tiny, very small compared to the private sector, and that's one of the real opportunities. We are really going to try to push as hard as we can. You'd be blown away by some of the statistics. We have something like 6,000 data centers across the government. We spend $86 billion a year, and that probably understates the figure, on IT.... Those are orders of magnitude higher than anything you would see in the private sector. So there's a massive economic opportunity here.feedback

Chris Liddell

We have 3.5 trillion dollars of market value arriving today. Having those people and the power of their ideas – and the power of hopefully, some of their people over the next few months and years – we think we can really accelerate what we're doing. We're 10 to 20 years behind, so we're not going to solve this today.feedback

Mickey Chadha - Moody's

This transaction is going to change the landscape of how you buy food.feedback

Lindsay Sakraida - DealNews

Don't be blinded by aggressive promotions and pay attention to your overall spending.feedback

Lindsay Sakraida - DealNews

Most shoppers can expect to see far more aggressive promotions in their favor.feedback

Lindsay Sakraida - DealNews

Retailers have always used door-buster prices to get people in the stores so they can buy more.feedback

Brent Shelton - FatWallet

With better price comparison, you are going to receive more value out of the purchase rather they pushing your cart through the store and wondering if you got a good price. Nothing is more impulsive than food and beverage. Ideally you want to avoid buying groceries out of impulse.feedback

Jim Cramer

This is like when Wal-Mart destroyed all the mom and pop stores. Wal-Mart became the biggest grocer in the country. ... I don't know how Wal-Mart can come back other than a bid much higher for Whole Foods. Wal-Mart needs this bad.feedback

Jim Cramer

I cannot believe they sold this thing for this little money. It makes the most money per square foot of any retailer in America.feedback

Brittain Ladd

Amazon will reduce prices and change the assortment of products carried in Whole Foods stores to attract a larger customer base. Kroger and Wal-Mart will be impacted as their customers will defect to Amazon.feedback

Neil Saunders - Banana Republic

We're going to see polarization here. Some players, like Wegmans and Publix, are strongly differentiated. I don't think they'll lose because of that. The ones that are not so strong and differentiated are more likely to fall victim to the price squeeze and you'll see the shake-out. Other chains will look to buy these chains to consolidate.feedback

Rafael Romero

I don't think that this will be the last of Amazon's purchases. They fully recognize that brick and mortar and online retailing is all retailing and you need both.feedback

Mark Hamrick

Amazon is smart about mining data. They own data like Saudi Arabia has crude oil. Data is going to become only more (important) for those in grocery store business.feedback

Trish Wichmann

I think it's a great idea. (Consumers are) used to texting. We're used to instant gratification. That's what we want. I think industries are trying to do that.feedback

Mark Hamrick

If Amazon is able to gain the kind of scale they want in this space, they'll be very tough in commanding a price.feedback

Jeff Roster

Everyone's game just needs to get tighter and that battle for the customer becomes all the more apparent. This is brand spanking new territory we're smashing through here.feedback

Robert Ambrozy

If you look at mergers in other industries, you already see what are the end results. This will impact the end users and the price overall. They're monopolizing the markets, so the rates will definitely go up.feedback

Paul Coster - JPMorgan Chase & Co.

We also expect much of the associated innovation to originate in other verticals, including financial services, software security, and consumer electronics.feedback

Oliver Chen - Cowen Group

Our take is that simple competitive advantages form a defensive moat, for now, vs. AMZN Prime's unstoppable rise. We believe COST's vertical integration capabilities, low price leadership given a fixed low merchandise margin model, & gas and organic food penetration are factors which will drive continued consistency in the generation of positive physical store traffic.feedback

Chris Kubica

The imp would sense your impulses and desires, and then either virtually fulfill them by stimulating your brain (for a modest payment to Amazon, of course) or it would make a box full of goodies for you appear on your doorstep (for a larger fee, of course). I am sure that Amazon even now is building it.feedback

Jeff Bezos - Amazon.com

If you're going to take bold bets, they're going to be experiments. And if they're experiments, you don't know ahead of time if they're going to work. Experiments are by their very nature prone to failure. But a few big successes compensate for dozens and dozens of things that didn't work.feedback

Chad Morganlander

I would continue to overweight the sector. We believe consumption will be strong in 2017 & 2018. And valuations [for the sector] make sense when you take AMZN out of the equation.feedback

Sasha Hardin

I think that they are a very profit-driven company, so there might be some streamlining as far as labor.feedback

Brian Weiser - Pivotal

From a small-business perspective it's not much different than when Yellow Pages was the only game in town. For large brands, it's not that different than the era where there were three [TV] networks.feedback

Martin Sorrell

Amazon is going to be an increasingly important force and one we have to better understand and link with effectively for our clients.feedback

Tim Armstrong - AOL

There are only three companies in the world that touch one billion consumers digitally–Facebook, Google, and Oath.feedback

Ross Levinsohn

I wouldn't be surprised if we see big acquisitions in media from [Amazon]. There was a swerve over the last two days about them buying Slack. They surprised everybody and bought a physical retailer. Are cars off limits to Amazon? What if they bought UPS?feedback

Chris Kubica

Jeff Bezos is making shopping great. He's made me come to expect better from every checkout counter. Oh, I can scan my entire shopping cart full of groceries in one go, without stopping, as I roll into the parking lot? Yes, please. Where do I park? I am sure that Amazon even now is building it.feedback

Neil Saunders - Banana Republic

For other grocers, this deal is potentially terrifying. Although Amazon has been a looming threat to the grocery industry, the shadow it has cast has been pale and distant. That has now changed.feedback

Jim Cramer

I know anyone in grocery was crushed by this today and that makes sense, at least initially. Yes, it's that much of a disruption to have the company that wanted to clothe and entertain you decide that that's not enough. Now wants to feed you, too.feedback

Mark Mahaney

There could be reasonable shipping to home logistics opportunities here.feedback

Michael Graham

Amazon's rise to dominance in other categories has been marked by directly disrupting traditional brick-and-mortar retail categories. With the WFM acquisition, it jumpstarts the attack on one of the least penetrated categories - groceries.feedback

Jeff Richards - GGV Capital

Over the last five years, a lot of tech companies decided we need to be doing transformational stuff that gets us into new categories where we don't have a skill set or user base. The old low-risk, small acquisition, build it up over time method doesn't work.feedback

John Mackey

From the moment Jana had announced its stake in Whole Foods ... an onslaught of attention from media and banks ensued.feedback

Colin Sebastian

When you have such a long-term perspective that you think in decades instead of quarters, it allows you to do things and take risks that other companies believe would not be in their best interests.feedback

Sasha Hardin

I think that they are a very profit-driven company, so there might be some streamlining as far as labour.feedback

Jim Cramer

I hope Lennar can solve some of the conundrum about whether the consumer's weak, like the bond market says, or strong, like the unemployment rate says. We need answers. I bet CEO Stuart Miller will have some great perspective. He always does.feedback

Jim Cramer

Conclusions that have historically held true are worthless. Layer on top of that the uncertain nature of this administration and you get a world where you have to default to companies that have growth no matter what, hoping that they execute to take advantage of that growth.feedback

Jim Cramer

I'm going to listen to the [conference] call, but only to find out the state of the industry, as I, too, am worried about whether autos have become a big drag on the economy and that used cars have lost a lot of their value.feedback

Jim Cramer

Most importantly, Praxair and Linde have different core competencies, so the hope is that they'll complement each other.feedback

Jim Cramer

First of all, it's a huge transaction. The combination of the American Praxair and the German Linde, which is going to keep Linde's name, will have nearly $30 billion in sales, and based on where the stocks are currently trading, it could be worth about $70 billion. And it is a match made in heaven. I think it's worth getting in on this one ahead of time while we wait for the deal to close sometime next year. While Praxair's run up just over 10 percent since the announcement, I think it's only just begun to rally. I think this combination's going to be the real deal and you want to be in it.feedback

Jim Cramer

And that's why people end up buying the dips. They're buying what they know has growth at a minor discount because they recognize how scarce growth is. In this environment, FANG and its ilk can be scorned, but they'll ultimately be embraced because the one correlation that's held up is that when the economy slows, you need to buy stocks of companies that can control their own destinies, and that's exactly what tech has going for it right now.feedback

Max Wolff

If you're Amazon, you want to push all the consumption behavior into your universe, for your money, and, also so your data is better. I think it takes one reason away to ever leave Amazon when you're buying things. I think that's good for Amazon. That's why they want your cloud storage business, and your streaming video business, and your music business, and your tablet business, and your phone business, and your online clothing business, and fill in the blank.feedback

Carmen Clark

Everybody's been kind of joking that it's going to be robots and drones. I have purchased from Amazon for five years. It's a good company.feedback

Jim Cramer

If I were Brian Cornell, Target's CEO, I would make that call to Kroger right now.feedback

Jim Cramer

Next is Kroger, which has an expensive, unionized workforce and is already struggling with deflation. I didn't see how Kroger could compete yesterday after that downbeat rap about all of the other companies seeking to take share. Now it's even more un-investable. In some ways, I feel it's too small to really just talk about these individual companies, though, because it, frankly, throws you off the much larger scent. I think the grocery industry has gone from being a not-so-hot area to invest in to [being] basically hideous overnight.feedback

Bill Miller - Legg Mason

The market thinks that is a good deal. It's going to be value-accretive. It indicates that Amazon is serious about the grocery business. This means they're in it for the long haul.feedback

James Pethokoukis

Theoretically, they could put someone at the head of the FTC, fill those slots with someone who might be skeptical about this deal. But you would think just on the merits alone, that would be so overwhelming that there would not be a problem.feedback

Mark Mahaney

My guess is that the play here is going to be the home delivery that's going to be accelerated by Amazon, not only groceries but prepared meals as well.feedback

Mark Mahaney

Amazon's been signaling for about one or two years that they're going to make big bets, because they can, because they've got the cash flow to do it, so that makes this less of a surprise. They already do about $5 billion a year in groceries. This is a logistics business, Amazon does logistics, and it's kind of a natural pivot for the company.feedback

Mark Mahaney

Amazon doesn't buy fixer-uppers, they buy assets that they think are high quality that can stand on their own, and then they maybe look for incremental synergies.feedback

Bill Simon

I think it really demonstrates his commitment to get into brick-and-mortar retail and to get into food, in particular, and that can't be good for anyone selling food right now. It's not going to be easy. [Bezos] picked the segment of retail that might be the most difficult: grocery, fresh and premium.feedback

Bill Simon

But, if this is an indication of Amazon's commitment to get into grocery and get into fresh in a big way, then I think that will make everybody stand up and take notice. For the near-term and probably the medium-term, I think Wal-Mart will be just fine.feedback

Bruce Bittles - Robert W. Baird & Co.

Amazon's got its tentacles everywhere and that's another place to go. Amazon sees that industry changing significantly – and they see that people don't necessarily go to the grocery store anymore.feedback

Michael Pachter - Wedbush Securities

I doubt we'll see any change to the culture at WFM. They will continue to manage retail, and their sales should expand dramatically as they add online ordering and delivery capability. Profitability should increase dramatically as well.feedback

Floris van Dijkum - Boenning & Scattergood

Number one, this confirms ultimately that online e-commerce guys are going to have to go to brick and mortar. How safe is Kroger now?feedback

Daniel Binder - Jefferies

What is unclear is what the Amazon strategy will be and how it will leverage this asset. With no investor calls planned, to our knowledge, investors, analysts, competitors and suppliers are left guessing what Amazon may do to evolve this business. One might argue that the stores will act as distribution points for more same-day delivery and pick-up and this will probably be done in a more cost effective fashion than the current Amazon model.feedback

Floris van Dijkum - Boenning & Scattergood

Grocery was perceived as being safer. Now it's like... if you don't have the best grocer, you are not safe.feedback

Stephen Buck - GoodRx

The acquisition of Whole Foods makes entry into pharmacy much easier for Amazon.feedback

Mickey Chadha - Moody's

Supermarkets will now have to contend with not only competition with each other and non-traditional grocers like Wal-Mart Stores Inc and Target Corp, but with a retailer like Amazon which has the financial capacity to price aggressively, . We expect this transaction to further accelerate the consolidation within the supermarket space.feedback

Matthew Fassler - Goldman Sachs Group

We see a potential cap on valuation associated with AMZN's ongoing expression of interest in consumables, combined with fading fundamental catalysts. Also, increased expansion by AMZN and online investment by WMT create an imperative for COST to intensify its own investment in ecommerce.feedback

Erin Lash - Morningstar

This news today is just a recognition that Amazon is making a larger play for the grocery space. There's uncertainty as to what that means for traditional-branded packaged food companies.feedback

Erin Lash - Morningstar

If you look across the board, several CPG (consumer packaged good firms) names have already had a long-standing relationship with Amazon. Details are quite sparse at this time in terms of what Amazon's intentions are, how this ultimately impacts the rest of the space.feedback

Joe Agnese

There's probably some fear in the market that you'll have more power shifting to the retailers, which could put pressure on the producers and the manufacturers.feedback

Erin Lash - Morningstar

Growth in the natural and organic channel has far outpaced traditional grocery.feedback

Jon Najarian - CNBC

I think we all know Bezos is a genius. I'll bet any of you a dollar that he did the math on the build out of the distribution/logistics needed to compete with WMT and figured that would be $5 - $7B. And for that he'd just have nice cinder block warehouses. Thus, if I'm right, he got WFM brand and loyal customers for half price.feedback

Neil Saunders - Banana Republic

I think that this takes all of the pressure off Whole Foods and gives Whole Foods the opportunity to revitalize that business and, of course, it stems the criticism from all of these activist investors.feedback

Kevin Lin - Twitch

But we met with a ton of people and Amazon from a company values perspective matched ours really well. And we felt like we were really differentiating. They weren't doing anything like we were. Whereas other companies had similar platforms or similar businesses. We felt pretty comfortable with it. So far it's been great. We're still in San Francisco. Amazon is super excited about what we're doing. We're doing more and more with different teams there. So far so good.feedback

Kevin Lin - Twitch

I find entrepreneurs talk a lot about – especially after they raise money – 'Who's gonna buy us? What are we going to do with the money?' But you can't think that way. Especially people who are vocal in the office, and you find this, surprisingly, a lot. And it makes your culture really weird when you think about it a lot.feedback

Kevin Lin - Twitch

They're building games so we're obviously going to help them how to build communities on Twitch. Or help them figure out e-sports if that's what they want to do.feedback

Kevin Lin - Twitch

It's really awkward to see at first, because [it's] like 'You guys are all doing the exact same thing as we are,'.feedback

Kevin Lin - Twitch

They're all about these 'think big' ideas. And we have, for better or for worse, tons of those.feedback

Kevin Lin - Twitch

It's never, You must do this.' It's always, Hey, thought you guys might like to talk, if nothing comes of it, no big deal.' That's very much their approach. Which has been really awesome to see.feedback

Kevin Lin - Twitch

Sweet! It's like doing this instead of having to raise money from VCs again. There's definitely no shortage of crazy ambitions, so it's been a pleasure.feedback

Ross Levinsohn

If you're Jeff Bezos and you just saw a $14 billion purchase just yield a [multi] billion dollar increase in value, you're licking you chops. I think this is the first of many. There was a swerve over the last two days about them buying Slack.feedback

Ross Levinsohn

And they've already made a nice foray into media quietly and I wouldn't be surprised ... you know we're gonna see [them make] a big run on acquisition in the media space, potentially.feedback

Rupesh Parikh

I think it's Amazon is getting a distribution center, but really helping the Fresh [food delivery business] in urban markets.feedback

Rupesh Parikh

We think mid $40s is the right price. Amazon is a threat and they're a very high quality asset. I think there could be buyers out there that don't want to see Whole Foods in the hands of Amazon.feedback

Rupesh Parikh

The 365 concept at Whole Foods, we think is a home run concept down the road. That's one part that wasn't valued by the market.feedback

Judith McKenna - Wal-Mart Stores

Retail is changing and it's changing fast, and it's not just digital. There's this great phrase, which is 'speed is the only competitive advantage.' This sense of urgency is what's driving us.feedback

Mark Astrachan - Stifel

We anticipate Amazon's ownership is likely to result in lower prices at Whole Foods, forcing other grocery participants to follow, negatively impacting category margins. This could further accelerate the existing price war in retail. We ... note Amazon has largely foregone profits in other categories in which it competes.feedback

Hans Tung - GGV Capital

It will be interesting to see which way Amazon gets Whole Foods to move: more high end, more 'techy' or more mass market? That's the $13 billion question.feedback

Scott Galloway

You just gave Amazon entree into the wealthiest households in the wealthiest urban centers in the world. This is a frightening day for every retailer that is not Amazon.feedback

Hans Tung - GGV Capital

On average, the price on Amazon is cheaper, if not the same, than on Wal-Mart.feedback

Lina Khan

Amazon introduced itself to consumers as a middle man for books. But it expanded into becoming a middle man for all sorts of other things–and, for some time now, it has expanded well beyond that middle-man role. As it distributes more content and produces more goods, it's running into more and more conflicts of interest.feedback

Lina Khan

Nobody would quibble that Amazon in its current form today is great for consumers. The question is what do things look like going forward?feedback

Lina Khan

I think of Amazon as serving almost as the central infrastructure for the American economy at this point, when it comes to commerce. And that affords Amazon a lot of power and control. Americans love to think about their economy as open and competitive. But when a growing share of the economy is contained by Amazon, it's a form of centralization. Owning your own business used to be a way for Americans to build assets and pass on wealth inter-generationally. But if you look at any sector where Amazon is a dominant player–you'd be somewhat crazy to enter there.feedback

Mark Cuban

The Amazon Question. Can they get your groceries to you faster than you can get to the store to shop in an Uber/ Lyft world? Yes.feedback

Rebeka Ryvola - World Bank Group

I just love interacting with people. I get connections with people here, and I hope that doesn't change.feedback

Marc Perrone - United Food & Commercial Workers International

Amazon's brutal vision for retail is one where automation replaces good jobs. Sadly, the hard-working men and women who work at Whole Foods now face an uncertain future.feedback

Peeyush Nahar - Amazon.com

We created Amazon Lending to make it simple for up-and-coming small businesses to efficiently get a business loan, because we know that an infusion of capital at the right moment can put a small business on the path to even greater success. Small businesses are in our DNA. Amazon is providing capital to small businesses to help them expand inventory and operations at a critical period of their growth. We understand that a small loan can go a long way.feedback

Brian Olsavsky - Amazon.com

Certainly a business where we continue to work on costs and profitability, but we are finding it's a very attractive service to our customers, which is what we're after.feedback

Bill Smith

We're not building all these capital-intensive assets.feedback

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