5 Companies That Are Defying Amazon

Amazon.com (AMZN) shares are trading as though no one can compete with it, up more than 30% in 2018 against a slightly down market.

PETERBOROUGH, ENGLAND - NOVEMBER 15:A close-up of Amazon gift-wrap packaging labels in the Amazon Fulfilment centre on November 15, 2017 in Peterborough, England.A report in the US has sugges
(Image credit: Getty Images)

Amazon.com (AMZN (opens in new tab)) shares are trading as though no one can compete with it, up more than 30% in 2018 against a slightly down market. It's climbing over a pile of enemies to make that progress.

Dozens of major retailers – most recently Toys R Us – have been crippled or even killed off by the e-commerce behemoth. There once was a Blockbuster Video on every corner. Sears (SHLD (opens in new tab)) was once where America shopped. No more, no more. The “retail Apocalypse” is nigh – and it’s even spreading outside retail, as Amazon looks to disrupt other markets such as cloud computing and even healthcare.

  • But that doesn’t mean every last company will kneel to Amazon. Who might survive? A few analysts weigh in on the types of firms that will hold strong.
  • Matthew Ure, vice president of Anthony Capital LLC, a New York-based asset manager, says it helps if you’re selling goods that are expensive to ship and have high return rates.
  • Tracy Ann Miller, CEO of Portfolio Investment Advisors, an Oklahoma City-based wealth management firm, believes companies that sell personal services Amazon can’t easily duplicate are more in the clear.
  • It helps if consumers need knowledge Amazon can’t easily replicate online, says Peter Weedfald – senior vice president of sales and marketing Sharp Home Appliances – “You must make your store network something worth paying for.”
  • Kevin Kelly, co-president of Bigbuzz Marketing Group in New York, says it’s good if you’re already using Amazon services and can enjoy a level playing field. Or if you provide value Amazon itself finds it’s worth to buy, says David VanAmburg, president of Erie, Pennsylvania-based VanAmburg Group.

Those are some of the factors behind these five potential survivors of Amazon and its mighty scythe.

Data is as of April 26, 2018. Click on ticker-symbol links in each slide for current share prices and more.

Dana Blankenhorn, InvestorPlace.com
, InvestorPlace.com