Retail Focus 12/21/19 – Amazon’s Standoff with FedEx; Chewy’s Pleasant Surprise

In a show that tilts towards e-commerce news, we begin with the news surrounding Amazon and FedEx, as Amazon makes it more difficult for third-party sellers to use the shipping platform for Prime sales. From there we head to Chewy’s earnings call, and positivity surrounding their steadily increasing margins and private label products. We close the show by discussing dynamics of digital returns and the pressures they are projected to place on warehouse space, and the wholesale leadership changes under Mark Tritton at Bed Bath & Beyond.