Interesting analysis piece from McKinsey on the recent Amazon Prime day. The optimist in me (and the Kogan shareholder) hopes that rather than intensifying the competition, this is good news of the "rising tide lifts all boats" type.
Interested in other opinions on this
https://www.mckinsey.com/industries/retail/our-insights/amazon-prime-day-what-the-real-lessons-are?cid=other-eml-alt-mip-mck-oth-1809&hlkid=a90f241fda2b4564bc06cdfa63d852dc&hctky=1680009&hdpid=f3d5ee7e-c7d1-4a8a-b1e1-97824a0306c3