How will Amazon affect Australian retailers
The following article appeared in Livewire today. I have not posted the whole article, just the key point. Note all results are in 5 years time. We have HVN in our investment portfolio and as you can see the effect is very small on HVN. This all assumes that the retailers do not fight back. There is another article on Livewire today about how BestBuy in the US countered Amazon and their shareprice has risen 4 fold.