Amazon.com Inc
"Consumers continue to spend, but they do so strategically, which can benefit a sale like Prime Day," Bloomberg cites Sky Canaves, an analyst at eMarketer Inc.
Canaves expects shoppers to prioritize smaller items like headphones and chargers over big-ticket electronics like laptops.
Adobe Inc
eMarketer projects a more modest 6% growth, with U.S. online spending hitting $13.8 billion during Prime Day and Amazon's direct sales rising by 5.5% to $8.2 billion.
According to Mike Brenner, research analyst at FBB Capital Partners, investments made during the Covid-19 pandemic have improved efficiency, Bloomberg reports.
These improvements could lead to faster growth and better margins, shifting investor focus from revenue to overall growth and profitability.
Jefferies analysts highlighted that increased efficiencies in Amazon's retail business could significantly boost its EBIT margins from 2.4% in 2022 to 9.9% this year.
JPMorgan analyst Doug Anmuth predicts a total gross merchandise value of $12.4 billion, a 12% increase, with $7.9 billion in total retail net sales. Of that, $5.8 billion was generated with Prime Day.
JPMorgan expects Amazon to surpass Walmart Inc
Price Action: AMZN was up 0.19% to $193.08 at the last check on Tuesday.