Amazon + TikTok? Now That’s Interesting.

Wednesday, April 2, 2025 Welcome to Jeff Macke's Retail Report, a free note from me, legendary retail analyst Jeff Macke, on the state of retail stocks and the consumer.  Amazon in the running for TikTok? Now that got my attention.   Amazon's entire business model is figuring out what people want before they do, then selling it to them with absolute efficiency. Imagine that power combined with TikTok's algorithm.   If this deal happens, Target might as well pack it in and go full influencer mode.   But let's be real. It doesn't even matter if Amazon gets TikTok. The company always finds a way to win.   That's what I wrote about today — along with a few thoughts on RH before tonight's earnings.   Read it here. Jeff Macke | Macke's Retail Roundup Stock Market Media emails are a financial publication of general circulation and only offers impersonal advice, not tailored to individual needs of a specific client or group. Any comments or statements made herein do not necessarily reflect those of Stock Market Media LLC or its affiliates (collectively, "Stock Market Media") and do not constitute buy or sell recommendations. Unless specifically indicated, this message is not an official confirmation of any transaction. The contents of any email communications to or from Stock Market Media may be monitored or reviewed at Stock Market Media's discretion. Stock Market Media accepts no responsibility for any loss or damage arising in any way from the use of this transmission and any attachments; it is the responsibility of the recipient to ensure that they are virus free. If you reply to this email, please note that we are a public investor and do not want any material non-public information. We do not agree to keep confidential any information you provide and do not agree to any restrictions on our trading activity, except pursuant to a written confidentiality agreement executed by Stock Market Media. Want to change how you receive these emails? You can manage your preferences here unsubscribe . © 2025 Stock Market Media