US Internet — America Runs on eCommerce, A Playbook for Today, Part III (Bernstein)

TL;DR — A Bernstein research note on US e-commerce during the first weeks of COVID-19.

The third part of Bernstein’s April 2020 series on how the pandemic and recession were affecting US internet and e-commerce companies.

How much weight it carries: Sell-side equity research: informed and data-heavy, written for the bank’s investing clients at one moment in time.

29 pages. A copy is archived locally against link rot; there is no public source link.