Amazon: Growth Across All Markets Despite Waning Consumer Sentiment (Upgrade)

Core Insights - Amazon.com, Inc. (AMZN) reported a strong Q3 '25 earnings, surpassing consensus estimates for both revenue and earnings per share, indicating robust customer shopping activity across its platforms [1] Financial Performance - The company demonstrated strong performance with significant growth in customer engagement, particularly through the adoption of Everyday Essentials, contributing to the positive earnings report [1] Analyst Background - The analysis was conducted by Michael Del Monte, a buy-side equity analyst with over 5 years of experience in investment management and a background in various industries including oil and gas, industrials, and consumer discretionary [1]