Amazon's Earnings Are About Sentiment of Consumers, Not Investors -- Market Talk
Dow Jones
Oct 17
1143 ET - Investor sentiment around Amazon is about as subdued as it has been in a while, but the key for Amazon's earnings is consumers, who are continuing to spend, Deutsche Bank analysts say. "What has become clear over the last several months is that the US consumer for now remains relatively healthy," the analysts say, adding that third-party data show Amazon's sales growth accelerated sequentially in the third quarter. That supports the likelihood of a beat and raise for the company's third-quarter earnings. Meanwhile Amazon has likely stocked up aggressively ahead of the holiday season, mitigating tariff concerns even amid new tariff threats from President Trump. (nicholas.miller@wsj.com)
(END) Dow Jones Newswires
October 17, 2025 11:43 ET (15:43 GMT)
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