Amazon Brands - What I Like About Them

It's on a growth trajectory. It's done well during a pandemic. The margins are amazingly good. I also like that it only has nine total SKUs. You know, this is some of these Amazon businesses can have 50 to 100 SKUs and it's just a logistical and working capital nightmare. But the way Amazon works is that you tend to have hero products. And those tend to be actually sometimes what's valuable is the hero product. So that's interesting. Mills, you called out that they're doing 91% of revenue on Amazon and think they can expand.

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