Doug Henwood (economista, post pubblico su Facebook):
"Back to the lighter-than-air, new economy issue. When Amazon started, it thought it wouldn't need inventory or a distribution infrastructure. Now, Amazon holds inventories equal to 8.4% of revenue. Walmart's figure is 8.9%. In other words, the paradigmatic weightless retailer holds inventories in a quantity only slightly smaller than the paradigmatic traditional retailer.
Amazon's property, plant, and equipment are 14% of assets; Walmart's, with nearly 12,000 stores in 28 countries, are 22% of assets.
Not so weightless."
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