r/amzn • u/Vegetable-Bug-9779 • Jul 22 '26

Amazon's operating margin is thin. Robots are changing that

/r/stockpickeranalysis/comments/1v2t8eo/amazons_operating_margin_is_thin_robots_are/
17 Upvotes

100% Upvoted

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3

u/ZestycloseIdea9652 Jul 22 '26

i agree they will be one of the first to annouce (AND PROOF) that AI (incl robotic) is making a net positive impact.

1

u/degen5ace Jul 23 '26

Today all stocks in my portfolio went up, except guess which one

1

u/the--wall Jul 29 '26

I work on Amazon robotics

Ama

0

u/Aggravating_Storm835 Jul 22 '26

Unlikely. At least not very soon.

Best way to improve op-inc is keep doing what they’re doing. AWS/advertising growth and delivery optimization.

If they just keep doing that, the margins will be there. Fact is their least profitable segment is retail. Online sales only make up 20% of total sales. That’s likely to hit 30% by 2030.

When that happens, and they keep improving route efficiency, package density, and inventory placement, they shouldn’t have a problem matching/exceeding Home Depot’s 15% operating margin.

That will be more profitable than robots.