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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (62803)11/2/2019 7:09:57 PM
From: Spekulatius   of 78450
 
It was the rental of formal wear that was my thought. Rent an AMZN tuxedo, dress get fitted and pick up & drop off. Maybe even Buy to own.
Forget the store, just ship the suit and the customer ships it back. Amazon is good a logistics. Alternatively, AMZN could handle pickup and drop off at Kohl’s stores or their Amazon locker at Whole foods locations, which they use already for product returns. This business is too infrequent and low volume to justify its own dedicated stores.

This is a niche business. A vertical that expect Amazon to get into (they have already a foothold in drug distribution and with their health care venture with BRK and JPM) is health care. That’s a huge market and ready for disruption, but heavily regulated.
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