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Post on 30-Jul-2020
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Amazon Viewed Diapers.com as Top Competitor
benchmarking team recentlycompleted a study of Diapers.com.They are our largest and fastestgrowing competitor in the on-linediaper and baby care space.
keep the pressure on pricing onus. They apparently have lowerfulfillment costs than we have.
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hese guys are our #1 short termcompetitor. . . . [W]e need to matchpricing on these guys no matter whatthe cost.
have already initiated a moreaggressive to againstdiapers.com. . . . To the extent this planundercuts the core diapers business fordiapers.com, it will slow the adoptionof soap.com.
The Plan Worked
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Decelerating Growth in Core DiapersCategory. As noted, Quidsi had a challengingQ3-10 . . .
expect to lose lots of money overthe nxt few yrs-this will make it worse.
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