Amazon retailers are currently not easy. (Ki photo: Freepik, Stok course)
Seattle – tariffs, tariffs, tariffs: For a group that lives from the fact that goods are cheap and quickly available worldwide, this is a bad environment. But with the plan to make the costs transparent, kinked Amazon in front of Trump. Today the world’s largest retailer publishes the numbers for the 1st quarter.
At the beginning of February 2025, the Amazon share climbed an all-time high over $ 242. The threatening backdrop of the Trump-Zölle then went down. A subdued forecast for the 1st quarter also caused down dynamics. Yesterday the crash by around 3 percent, as a result of the customs dispute with the White House. At $ 180.36, the paper noted on Wednesday for the start of the stock market.
The Numbers for the 4th quarter of 2024 could still convince: both the total turnover of $ 187.8 billion and the profit per share of $ 1.86 exceeded expectations. In the previous year, the operating profit increases by 61 percent to $ 21.2 billion.
Analyst sees Amazon under pressure – celery passes on tariffs
Observers currently see Amazon under multiple pressure: the Deutsche-Bank analyst Lee Horowitz Names, for example, the weakening US retail trade, a slower growth of Amazon advertising revenues and the increasing customs costs, especially in the business with China and Vietnam.
Last but not least, the many dealers who use Amazon as a sales platform would pass on increased tariffs to customers, So Amazon boss Andy Jassy. While the group still finds ways to cushion the consequences – for example through strategic purchases – there is often a lack of scope for the Marge.
China tariffs threaten US online retail-India is supposed to open market
Particularly painful for the trade Are the China tariffs: As of May, goods below $ 800 must also be decorated, and at least 100 euros is due on each package from China. What is directed against Chinese cheap providers should also ruin small US online retailers.
Doors too for China-but conversely, Trump wants to force India, US platforms such as Amazon or Walmart to grant full access to the market. So far, they are allowed to act but do not produce goods. Of course, the Trump Administration also uses tariffs against India as a means of pressure.
Jassy: Mega investment in AI-scolding for managers
In terms of AI, the same applies to Amazon: clogging, not spilling. CEO Andy Jassy 2025 wants to invest $ 100 billion in AI projects. However, he expects falling costs thanks to technical progress. “AI doesn’t have to be as expensive as it is today”, So Jassy in the current shareholder letter.
The Amazon boss recently criticized middle management and terminated LAut media reports Structural reforms in a works meeting. Pfründe and a competition for the largest team are not helpful. Instead, he called for entrepreneurship and efficiency in the service of the customers.
And then there would be that Alleged Tikok takeover: At the quarterly conference on the media reports, CEO Andy Jassy comments that Amazon is said to have made an offer for the video platform? A buyer is sought for Tikok USA, otherwise Trump wants to pull the plug.
Profit and sales: estimates of the analysts
According to the average forecast of 48 analysts finanzen.net the Amazon gain per share will be around $ 1.36 in the 1st quarter of 2025. The profit per share was around $ 1.86 in the 4th quarter of 2024. The value below was significantly below the previous year with around $ 0.98 per share.
Sales should increase in the previous year comparison. Around $ 155.10 billion on average expect 51 analysts. That would be a plus compared to the 1st quarter of 2024 (around $ 143.31 billion). In the 4th quarter of 2024 it was around 187.79 billion. The financial year ends on December 31.
Disclaimer:
All information without guarantee for completeness, correctness and topicality. The text does not represent a trade recommendation or investment advice.