Q: Amazon has launched a new line of business by opening up Amazon Supply Chain Services to other companies. I would expect Amazon to be extremely competitive in both service quality and pricing. Will this eat into DSG's business and drive a lower DSG valuation going forward. Is it a potential existential competitive threat to DSG? Appreciate your perspective.
Thanks.
Thanks.
5i Research Answer:
Please see this answer from May 08. It is a risk, certainly but with DSG's decline we think some of it is embedded in the stock valuation.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in AMZN.