$Amazon.com(AMZN)$ Consolidated revenue came in slightly light, though the comps were tougher because Prime Day timing shifted this year. The event fell in Q2 for most large countries this year versus Q3 last year, which was a -400bps drag on revenue.
NA segment up +6% y/y, compared to +11% y/y last year. International up +8% y/y, compared to +10% y/y last year.
AWS up +39% y/y, compared to +20% y/y last year.
One thing worth noting: Amazon FY26 forward P/E sits at 24.6x, versus $Wal-Mart(WMT)$ at 42.6x and $Costco(COST)$ at 44.1x. Amazon gross margin is 51.47%, compared to Walmart at 24.69% and Costco at 11.13%.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
