03-24-2021, 01:23 PM
I think the odds of AMZN voluntarily splitting into different companies during this decade are higher than it remaining as a single enterprise. There were a lot of investing articles advocating for it in 2019-20, before the pandemic created the latest round of market craziness. With regulatory pressure focused almost exclusively on the low-margin retail side of the equation, and the temptation to the C-Suite of unlocking shareholder value by spinning off the high-growth/margin services portion of the business, the pressure is there. The outcome of a voluntary split can be controlled more easily by the execs, and would also serve to reduce/minimize regulatory pressure.