1. Amazon’s North America segment drives overall growth with $92.9 billion in revenues in Q1 2025, up 8% YoY. The company focuses on faster deliveries, automation, and low prices to maintain its lead in convenience and drive growth.
2. Competition heats up as Walmart and Target enhance e-commerce operations in North America. Walmart remodeled 40 stores, saw a 21% jump in e-commerce sales, and improved delivery coverage. Target combines digital expansion with store investments to strengthen its position.
3. AMZN shares gained 3.8% YTD, trading at a forward 12-month Price/Sales ratio of 3.28X. The Zacks Consensus Estimate for Q2 2025 earnings is $1.32 per share, indicating 7.32% YoY growth.
4. Amazon intensifies focus on North America with a Zacks Rank #3 (Hold). Access every stock recommendation in private portfolios for $1 and benefit from real-time picks to maximize profits. Zacks’ private portfolio services closed 256 double and triple-digit winners in 2024 alone.

Read more at Nasdaq: Amazon Intensifies Focus on North America: What is the Path Ahead?