Asymco’s Horace Dediu offers some interesting observations regarding Apple retail vs. Amazon retail:
• Since 2008, Amazon’s sales grew by a factor of 2.18. Apple’s combined iTunes+Retail grew by 2.14x.
• Apple’s gross retail revenue was $11.1 billion in Q4, 52% of Amazon’s overall revenues.
• Apple’s operating income from retail in 2012 was $6.8 billion, over ten times Amazon’s $676 million.
More info, including the usual excellent charts, in the full article here.