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Amazon should divest its retail business and focus on likes of AI, banking, aerospace and defence

· Source: retailtechinnovationhub.com

In short

Supply chain consultant and former Amazon executive Brittain Ladd argues that Amazon should divest its retail operations, which now account for less than 40% of its business. He suggests the company should focus on higher-margin industries like AI, aerospace, defense, and banking, while transforming its logistics operations into a profit engine serving Fortune 500 companies. Ladd estimates the retail business could be valued at $200-300 billion and envisions Amazon becoming a global infrastructure and intelligence powerhouse.

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In the issue of week 46, 2025: AI Scales Up: Autonomous Supply Chains Drive 35% Productivity Gains

Tags: logistics, automation, supply-chain, AI, innovation, strategy

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