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A logistics view of Amazon’s third-quarter/nine-month earnings

PLD: TRADING UPDATEAAPL: SUPPLY CHAIN BETDHL: NEW PARTNERJBHT: HAVING FUN TO WIN ACROSS THE BOARD JBHT: 'BEING PREPARED FOR THE NEXT UPTICK IN DEMAND' JBHT: BUYBACKS UPDATEJBHT: PEAK SEASON JBHT: PARING SOME LOSSESJBHT: RISING COSTS HERE TO STAY JBHT: EQUIPMENT UTILISATION RISK JBHT: NO STONE LEFT UNTURNED JBHT: COST SAVINGS ON THE AGENDAJBHT: QUESTION TIMEJBHT: RESILIENT INTERMODAL OPERATIONSJBHT: ADDED COMPLEXITY JBHT: 'CHALLENGING AND UNPREDICTABLE ENVIRONMENT'JBHT: CONF CALL STARTSJBHT: CONF CALL

PLD: TRADING UPDATEAAPL: SUPPLY CHAIN BETDHL: NEW PARTNERJBHT: HAVING FUN TO WIN ACROSS THE BOARD JBHT: 'BEING PREPARED FOR THE NEXT UPTICK IN DEMAND' JBHT: BUYBACKS UPDATEJBHT: PEAK SEASON JBHT: PARING SOME LOSSESJBHT: RISING COSTS HERE TO STAY JBHT: EQUIPMENT UTILISATION RISK JBHT: NO STONE LEFT UNTURNED JBHT: COST SAVINGS ON THE AGENDAJBHT: QUESTION TIMEJBHT: RESILIENT INTERMODAL OPERATIONSJBHT: ADDED COMPLEXITY JBHT: 'CHALLENGING AND UNPREDICTABLE ENVIRONMENT'JBHT: CONF CALL STARTSJBHT: CONF CALL

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Here’s a useful article for anyone trying to understand what Amazon is up to in the logistics industry. Analyst Cathy Morrow Roberson, founder of Logistics Trends and Insights, has taken a fine toothcomb to Amazon’s latest results, and presents a breakdown of all its supply chain activities – from warehouse investment to shipping costs and how the Prime membership scheme could push its profitability. (Although, perhaps not, if this disgruntled bunch of Londoners are anything to go by).

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