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Buy Amazon Here

By: Nicole Urken | 03/05/14 - 05:28 PM EST

Stocks in this article: FBGOOGAMZNCRM

NEW YORK (TheStreet) -Amazon (AMZN) was the stock that could do no wrong. That is, until their fourth quarter report on January 30th, when the stock dropped from over $400/share to the mid-$300s. While shares have recovered slightly, this pullback remains an opportunity to buy into one of the winners of the future. Today Piper highlighted new opportunities at Amazon, emphasizing the AmazonFresh initiatives.  While this in and of itself isn't news or momentous, the note that was published speaks to the notion that the company still has numerous growth drivers.

We know that traffic remains an issue for many retailers--And Amazon continues to take share of the consumer's wallet. The Fresh example is just one that speaks to the huge opportunity. If Amazon wins the grocery segment, that presents a $718bn opportunity--Even if they just got a fraction of this, it would be huge. Plus, grocery purchases lead to more purchases in other areas.

The setup of Fresh is appealing. For $299 yearly membership which also gives you Amazon Prime membership ($79 value), you get same-day delivery on orders over $35 including fresh grocery and local products.  For those of us that live in extreme-temperature cities (too cold, too hot) and don't like lugging heavy bags regularly, this is an attractive proposition.

This is just an interesting aside to the bullish Amazon story. Last quarter, North American revenue grew 24% YoY vs 12% for the US e-commerce market. Even though Amazon controls nearly 20% of all e-commerce in the US and 13.5% of international e-commerce, it is less than 1% of total retail sales.  The e-commerce growth potential is huge-- not to mention the Kindle family.

--Written by Nicole Urken in New York.

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