It's kind of a trivial topic. I dont think so much more emphasis needs to go on whether Amazon white labelling their own product is a focus point worth debating.
We are a $35m market cap, 3rd party seller (ranked #1), with multiple revenue streams, and will make our own white label products soon. We are not so threatened by potential antics of the worlds largest company when they are infancy stage in Australia. Put simply, they need us.
More harmful for Amazon would be losing HT8 as their Top seller. Anyways, i think we should focus our thoughts on revenue streams, revenue growth, run eps and pe valuations, speak about the ebay growth, amazon market share and our percentage of all sales on Amazon.
Verticals, categories, profit margins, review scores, product growth, inventory, and cost control.
Lets turn our focus to talk about which can validate a thesis on revenue projections, profit modelling, financial and market analysis.
Have a good Sunday guys.
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