Amazon and Real Estate

We have all seen the headlines regarding Amazon destroying real estate (retail specifically). I may be wrong, but isn't their ex-AWS income ($225)MM-ish? What is the real chance we see anti-trust actions against Amazon? In terms of their retail business, it seems that their entire model is to use AWS income to price profitable business out of business.

I know I know - Amazon isn't going anywhere but at some point shouldn't the retail business actually make money (or even break even?) Bezos just said they had 100MM Prime members too.

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In order to be hit by antitrust the government has to prove that Amazon hurts consumers through monopoly. Amazon is simply more competitive so I doubt they will be broken up under the current framework however Trump does seem to have a vendetta against Bezos so Trump could drum up some problems. Amazon isn't currently running negative on their retail sales they're simply reinvesting profits into technological progression. I don't see Amazon's era ending anytime soon, especially with the potential of their AmazonGo platform.

 

This thread is a bit all over the place, but Amazon isn't killing retail.

Retail in general is evolving from a place where you buy things to a place where you try things before you buy them. Showrooms and experiential retail experiences are becoming the norm. Even Amazon sees the value in this - they bought Whole Foods and have opened Amazon brick and mortar stores - because if you have a physical store your online sales increase.

Commercial Real Estate Developer
 

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