Is Amazon.com (AMZN) Poised to Deliver Years of Solid Revenue Growth and Margin Expansion?

1 week ago 3

Soumya Eswaran

Wed, Apr 9, 2025, 4:32 AM 4 min read

Lakehouse Capital, a Sydney-based concern manager, released its “Lakehouse Global Growth Fund” February 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. February was a volatile period for planetary equities owed to the deluge of Trump headlines. However, the portfolio’s holding companies proceed to property their advantages and execute connected their maturation opportunities. The Fund returned -1.0% nett of fees and expenses for the period compared to -0.3% for its benchmark. Since its inception successful December 2017, the Fund has returned 250.6%, compared to 136.1% for its benchmark, the MSCI All Country World Index, Net Total Returns (AUD). In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its February 2025 capitalist letter, Lakehouse Global Growth Fund emphasized stocks specified arsenic Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) provides user products, advertising, and subscription services done online and carnal stores that run done North America, International, and Amazon Web Services (AWS) segments. The one-month instrumentality of Amazon.com, Inc. (NASDAQ:AMZN) was -13.19%, and its shares mislaid 8.08% of their worth implicit the past 52 weeks. On April 8, 2025, Amazon.com, Inc. (NASDAQ:AMZN) banal closed astatine $170.66 per stock with a marketplace capitalization of $1.809 trillion.

Lakehouse Global Growth Fund stated the pursuing regarding Amazon.com, Inc. (NASDAQ:AMZN) successful its February 2025 capitalist letter:

"Amazon.com, Inc. (NASDAQ:AMZN) posted a coagulated quarterly effect with ongoing outgo subject driving important operating leverage crossed the business. Net income grew 10% year-over-year (11% successful changeless currency terms) to $187.8 cardinal whilst operating income grew 61% to $21.2 billion, good up of guidance and analysts' expectations. Growth wrong the halfway e-commerce concern remained steadfast arsenic the institution delivered a grounds breaking Black Friday and Cyber Monday vacation buying event. For the past 2 years now, absorption has been laser focused connected driving efficiencies crossed the retail operations and these efforts are continuing to wage off. Notably, retail margins for their planetary conception person present been affirmative for 4 consecutive quarters and presently beryllium astatine 3.0%, which is beauteous singular considering that conscionable implicit 2 years agone they sat astatine -8.9%.