My guess is 3rd party logistics. If you follow amazon, you see 3pl logistics's share of the company revenue growing. And they ordered a place at 2015 in an important supply chain convention.
They will probably be announcing some sort of global supply chain and fulfillment service.
And the building blocks look interesting: robots, amazon level customer service and fulfillment, better supplier financing(enabled by sales data), global handling services(customs ,etc), offering better IT tools(for example demand prediction, A/B testing globally), Advertising deals on the amazon platform, etc. Almost like telling the manufacturer: you just build stuff, we'll do the rest for you.
If this guess is true, seeing all this packaged would be very interesting.
They will probably be announcing some sort of global supply chain and fulfillment service.
And the building blocks look interesting: robots, amazon level customer service and fulfillment, better supplier financing(enabled by sales data), global handling services(customs ,etc), offering better IT tools(for example demand prediction, A/B testing globally), Advertising deals on the amazon platform, etc. Almost like telling the manufacturer: you just build stuff, we'll do the rest for you.
If this guess is true, seeing all this packaged would be very interesting.