- Amazon's enormous ambitions have led it to expand from online retail into film and television production, advertising, and cloud computing, among other industries.
- While it may seem that no business is safe from Amazon, analysts say that some industries may not be threatened by Amazon in the near future.
- Those industries include auto parts, beauty, and home improvement.
It's no secret that Amazon is a major threat to many businesses.
From its humble origins as an online bookseller, Amazon has expanded its business into groceries, streaming, cloud computing, advertising, and film and television production, to name a few.
In the face of the retail apocalypse, investors are keeping a close eye on industries and companies that might be "Amazon-proof."
Here are 11 industries that they say are the least likely to be threatened by Amazon anytime soon.
Gyms
Companies like Planet Fitness are not only safe from Amazon's retail takeover — they're benefiting.
"You can't generate a six-pack on your couch," Cowen analyst Oliver Chen recently told CNN in reference to Plant Fitness's Amazon-proof nature.
In fact, Planet Fitness shares have increased by more than 400% over the past four years.
As the retail apocalypse sweeps America, gyms are benefiting instead of struggling thanks to the large amount of real estate that has become available. CNN reports that the number of gym tenants in shopping centers has more than doubled over the last decade, citing the real estate firm CoStar Group.
Super-value retailers
In a 2017 note, Cowen's Chen said that super-value companies such as Costco, Walmart, Ross Stores, and T.J. Maxx have "Un-Amazon-Able qualities."
These stores have strong supply chain relationships that allow them to keep prices extremely low. Replicating these deals would be extremely difficult to do in a cost-effective way.
"$4.99 rotisserie chicken and a $1.50 hot dog meals are symbolic but indicative of a low-price and high-quality strategy which generates consistent global growth and price leadership in the industry," Chen said.
Super-premium luxury
Luxury goods are also relatively Amazon-proof, according to the same 2017 note from Chen, who highlighted Tiffany, Sotheby's, and LVMH, also known as Louis Vuitton SE.
Amazon has struggled to sell luxury goods, due in part to the prevalence of counterfeit goods sold on the site. As a result, many luxury brands refuse to sell on Amazon. So far, brand-loyal customers have been willing to shop for these luxury goods at the brands' stores and websites.
"We believe that the existing business of Amazon ... doesn't fit our luxury, full stop, but also doesn't fit with our brands," Jean-Jacques Guiony, CFO of LVMH, told investors in 2016.
See the rest of the story at Business Insider
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