Amazon Launches 30-Minute Grocery Delivery in London and Tops Q3 Estimates with $180B Revenue

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Amazon launched its first Amazon Now quick-commerce hub in Southwark, London, enabling fresh groceries and essentials delivery within 30 minutes. In Q3, Amazon beat earnings with EPS of $1.95 (vs. $1.57 est.) on $180.17 billion revenue, including $33 billion from AWS and $17.7 billion in advertising.

1. Amazon Launches Ultra-Fast Delivery Service in London

Amazon has activated its first Amazon Now hub in Southwark, marking the company’s entry into quick commerce in the U.K. The initiative, conceived in May 2025 by a small Amazon team in Bangalore, leverages compact, specialized fulfillment centers to deliver groceries and essentials in as little as 30 minutes. By situating these micro-fulfillment sites close to dense residential and commercial districts, Amazon aims to reduce delivery distances and enhance safety for pickers and packers. This London rollout follows similar trials in Seattle and Philadelphia and underscores Amazon’s strategy to blend digital convenience with localized logistics capabilities.

2. Wall Street Sets Ambitious Targets for Amazon’s Share Performance

Analyst consensus on the next 52-week trajectory for Amazon stock remains bullish, with a median price target implying roughly 23 percent upside. Of forty-seven firms covering the shares, forty-six rate it a buy and one a hold, reflecting confidence in Amazon Web Services (AWS) as a growth engine and the company’s ongoing investments in AI and automation. Key drivers cited include Q3 2025 operating results—where earnings per share exceeded Street forecasts and cloud unit revenue reached thirty-three billion dollars—and management’s plan to deploy an additional one million warehouse robots by mid-2026. Jeff Bezos’s disposition of nearly three million shares last July, valued at six hundred sixty-five point eight million dollars, was conducted under a predetermined selling schedule and did not reflect a change in long-term commitment.

3. Bank of America Highlights Amazon as Top Earnings Season Contender

In its preview of the upcoming earnings season, Bank of America named Amazon among five companies poised to exceed investor expectations. The firm pointed to AWS’s robust margins and expanding enterprise AI portfolio as key catalysts, alongside growing advertising sales and the integration of proprietary AI functionality across Amazon’s retail and cloud platforms. BofA analysts emphasized that multi-year cloud commitments from hyperscalers have created a sizeable backlog, and they forecast that Amazon could capture a disproportionate share of AI infrastructure spending given its leadership in GPU provisioning and custom inference chips.

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