This is the TJI Amazon Briefing for April 17, 2019.
Amazon has opened Amazon Go #11, its third store in San Francisco. The store is located at 575 Market Street.
That’s an extremely busy thoroughfare and very close to the Montgomery Street BART station. This one is near the “standard” store format of about 1,750 square feet, unlike the 450 square foot version Amazon is testing in one location in Seattle.
Overall, Amazon continues to roll out its Amazon Go food stores primarily in relatively corporate urban centers, focusing on the grab-and-go use case that most capitalizes on the efficiencies afforded by the computer vision technology that enables the Amazon Go experience. There have been rumors of upcoming Go stores opening in airports as well. Amazon has said recently that it will accept cash in the future at its Go stores after outside pressure, but has not specified when it will do so.
The TJI Amazon Physical Retail Map has been updated with this latest opening.
Here’s a roundup of selected TJI Research citations from across the media world for the week ending April 12, 2019:
As Amazon continues to expand its private label food and beverage efforts, it has for the first time launched private label energy drinks like those marketed by Monster, Red Bull, Rockstar, and others, we are seeing.
The new drinks are called Solimo Red Energy Drink and Solimo Silver Energy Drink. A pack of 24 16-oz cans is priced at $29.99 in both flavors. “If you like Monster Energy’s Zero Ultra, Sugar Free Energy Drink, we invite you to try Solimo,” the product detail page reads. (That Monster Energy drink is currently the #4 best selling grocery item on Amazon.)
Following our findings a few weeks ago that Amazon was launching private label milk, dairy, and coconut water products under its Happy Belly and Solimo brands, we have been observing signals that Amazon is planning to further invest in and expand its private label food and beverage offerings in the form of new job posts focused on these roles.
Amazon has been growing its private label food & beverage offerings under a portfolio of brands, including Happy Belly, Solimo, AmazonFresh, and Wickedly Prime. The selection offered within these brands has significantly increased over the last several months.
Amazon now sells “Our Brand” items under 130+ private label brands and 400+ Amazon Exclusive brands. For more on Amazon’s private label efforts, subscribe to the TJI Amazon Briefing and check out the TJI Amazon Brand Database.
Back in September, we found that Amazon was hiring engineers to help build “a big, audacious space project” involving “building, owning and operating satellite and space systems.” In November, Amazon announced AWS Ground Station, a network of 12 antennas that customers can use to download and process data directly from satellites into AWS.
However, it turns out at AWS Ground Station is itself just part of a larger, more ambitious space and satellite project. Amazon has confirmed Project Kuiper, a business it has formed to develop a network of thousands of satellites designed to provide internet connectivity to people around the world, after GeekWire uncovered filings made with the International Telecommunications Union and FCC.
While Amazon has publicly confirmed the project, it has not said how it plans to procure thousands of satellites or whether the company is planning to design and build its own satellite platform in-house. However, based on dozens of new job posts we are seeing, it seems clear that Amazon is planning to design its own satellites in-house from scratch.
Since Amazon made the Project Kuiper announcement, it has posted about 70 spacecraft and satellite engineering positions associated with the project, ranging across everything from propulsion to antennas all the way down to custom silicon. Here are just a handful of examples:
This means Amazon will likely be drawing talent from and competing for talent with other commercial and military spacecraft design firms, including SpaceX, OneWeb, Telesat, Lockheed Martin, Boeing, General Dynamics, and many others.
While Amazon’s consumer ISP offering is likely to be offered under Amazon’s brand, we also see a future in which Amazon leverages its expertise and AWS integration capabilities to offer satellite-based services through an expanded AWS space offering. Amazon has proven its ability to build a highly modular and complex system of cloud-based services based on systems originally designed for its own consumer services. Dog-fooding its own satellite hardware before developing new satellite platforms in order to offer additional capabilities to business customers as a service would not be strategically unprecedented.
Above image credit: NASA
We’ve added 6 Amazon Exclusive “Our Brands” to the TJI Amazon Brand Database. The new brands we’re seeing are across exercise equipment, office supplies, and apparel.
The new brands are:
To track Amazon’s ongoing private label and exclusive brand efforts, Subscribe to the TJI Amazon Briefing.
As it continues to expand its portfolio of private label brands and product categories, Amazon has just launched a new private label baby clothing brand called Zanie Kids, we are seeing.
Currently, we are seeing 11 items for sale under the Zanie Kids brand, including pajamas, bodysuits, and dresses. Items range in price from $26 – $36.
While Zanie Kids product detail pages do not list “An Amazon Brand” like some other Amazon private label brands do, and Amazon has not made any announcements yet, Amazon is the owner of the Zanie Kids trademark, which was initially filed last fall.
Currently, Amazon sells baby clothing under two other of its private label brands: Moon and Back and Silly Apples. It also sells baby wipes under the Amazon Elements brand and a few baby items like wipes and diaper pail bags under its Mama Bear brand. A number of Amazon Exclusive brands also sell baby items.
Zanie Kids has been added to the TJI Amazon Brand Database.