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Industry Focus

CG: Amazon Roll-upperators

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6854 Ratings

🗓️ 27 April 2021

⏱️ 42 minutes

🧾️ Download transcript

Summary

Join Motley Fool Analysts Asit Sharma and Emily Flippen as they dig into the business of “aggregating Amazon”, and the small private and public companies creating a $200 billion industry from the ground up.


Stocks: Mohawk Group Holdings (NASDAQ: MWK), Amazon (NASDAQ: AMZN), Walmart (NYSE: WMT)

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Transcript

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0:00.0

Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.

0:11.0

I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today

0:16.0

we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.

0:20.4

And we're talking energy. And today we're talking tech.

0:23.0

Let's dive in.

0:24.0

Welcome to Industry Focus.

0:29.0

Today is Tuesday, April 27th, and I'm the host of this consumer goods focused episode, Emily Flippin.

0:35.0

Today I am joined by Motley Fool analyst, Austin Sharma, as we dive into the elusive world of third-party aggregators, people who go up and buy businesses that sell on

0:46.5

sites like Amazon and Walmart.

0:48.8

Osset, thanks so much for joining.

0:51.1

Emily, thank you for having me and this is a really exciting topic for me. Well, you know, I thought it was going to be an exciting topic because I thought this was about those people who sell me a product with five stars, but when I use it as more like a two or a three

1:05.3

star product on Amazon, that's not what we're talking about today, is it?

1:10.8

This is the weirdest kind of underbelly that I think you've ever exposed me to

1:16.3

Oz it and you've exposed me to many weird underbellys of the consumer goods

1:20.4

industry but this is certainly a weird one. We're going to be talking

1:24.6

about the third party sellers. I think everybody is probably familiar with them if they

1:29.7

haven't purchased directly from them on sites like Amazon or Walmart where small entrepreneurs who have ideas for products or have

1:38.0

connections with somebody in manufacturing come up with an idea and they produce a product to sell on a third-party site as a third-party seller.

1:46.0

Oftentimes this is Amazon because of their fulfillment by Amazon services that do a lot of the legwork for these entrepreneurs and then they really get off the

1:56.0

ground running and at some point they reach a point in their life where they have a choice.

2:02.3

They can either continue to invest a ton of time

2:05.4

in money into scaling up a product that maybe they didn't intend for that to be their full-time

...

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