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"content": "1 Thing the Market Got Wrong in Amazon's Earnings Report\nBy newsfeedback@fool.com (John Ballard)\nPublished on: 2021-08-05T13:06:00Z\n\nThe company doesn't have a growth problem -- it has a demand problem.\n\nArticle Content:\n\nAmazon's (AMZN 1.65%) latest earnings results were enough to beat analysts' expectations, but the stock fell after management issued lower-than-expected guidance for the third quarter. After reviewing management's comments on the earnings call, it appears this is another case of the market missing the forest for the trees.\nAs of this writing, the stock is down 6.5% since the earnings report, but strong demand from new Prime customers is causing Amazon to spend aggressively to support growth. The e-commerce giant's record of generating high returns on capital should give investors a good reason to pick up some shares during this pullback.\nImage source: Amazon.\nAmazon posted revenue growth of 27% year over year in the second quarter, or 24% adjusted for currency fluctuations.\u00a0That's a sharp deceleration from the first quarter's 41% currency-adjusted growth. But the biggest problem for investors was management's third-quarter guidance, which calls for year-over-year revenue growth to further decelerate to between 10% and 16%.\nAs a result, many have overlooked the increased capital spending. When Amazon has increased such investments in the past, it usually results in an acceleration in revenue growth soon after.\nFor the trailing 12 months ended June 30, capital expenditures totaled $47.2 billion, up 144% from the year-ago period.\nThis spending is going toward a number of internal projects, but most importantly, Amazon is expanding its fulfillment capacity as CFO Brian Olsavsky explained during the earnings call, \"This is all part of a multiyear investment cycle for us. Unit volumes, while obviously growing at lower rates off last year's large comp, continue to remain high, and we see strong demand for [fulfilled by Amazon] and third-party sellers.\"\nOlsavsky also mentioned the investments are going toward building out the last-mile and middle-mile delivery capabilities of Amazon's transportation network to support fast-shipping offers for customers.\nThe pandemic has presented Amazon with an excess demand problem.\u00a0With 50 million new Prime members added during the pandemic, Amazon is having to quickly ramp up spending to support its much larger customer base.\nLast year, Amazon saw a notable acceleration in revenue growth from the first to the second quarter, partially thanks to its addition of greater fullfillment capacity and hundreds of thousands of employees. \"This allowed our revenue growth rate to jump to the 35% to 45% range and remained at that level through Q1 of this year when we had 41% growth,\" Olsavsky said during the recent earnings call.\nWhile investors shouldn't expect Amazon to deliver 40% growth rates again, the company could see a return to levels of 20% or more in 2022.\nAmazon's track record of fueling revenue growth after stepping up its capital spending goes back several years.\nBetween 2009 and 2011, capital expenditures increased from $373 million to $1.81 billion, or an increase of 386%. Over that same period, Amazon revenue grew 96%, speeding up from the 65% growth it recorded from 2007 to 2009.\nData by YCharts.\nIn 2011, Amazon said the increase in capital spending was to drive continued business growth, Amazon Web Services, and additional capacity to support fulfillment operations. You could take that statement from 10 years ago and plug it into the latest earnings call. Those are the same key areas the company continues to invest in going forward.\nGiven Amazon's record of driving high returns on incremental capital spending, investors should consider adding shares of this\u00a0leading growth stock during the post-earnings decline.\nJohn Mackey, CEO of Whole Foods Market, an Amazon subsidiary, is a member of The Motley Fool's board of directors. John Ballard owns shares of Amazon. The Motley Fool owns shares of and recommends Amazon. The Motley Fool recommends the following options: long January 2022 $1,920 calls on Amazon and short January 2022 $1,940 calls on Amazon. The Motley Fool has a disclosure policy.\nMarket-beating stocks from our award-winning analyst team.\nCalculated by average return of all stock recommendations since inception of the Stock Advisor service in February of 2002. Returns as of 11/17/2023.\nCalculated by Time-Weighted Return since 2002. Volatility profiles based on trailing-three-year calculations of the standard deviation of service investment returns.\n\nSource: The Motley Fool\n",
"timestamp_ms": 1628168760000,
"published_utc": "2021-08-05T13:06:00Z",
"article_url": "https://www.fool.com/investing/2021/08/05/1-thing-the-market-got-wrong-in-amazons-earnings/",
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},
"alignment": "inconsistent"
}