Robotics Research Campus
Dec 10, 2013 “Forget the octocopter, let’s talk about Kiva”
Given all the chatter on drones and automation, robohub thought it would be a good time to dive deeper into the Kiva opportunity and potential impact on leverage/margins. For the sake of our analysis, robohub take a look at what the Kiva margin impact could be if Kiva automation were to be integrated across all of AMZN’s NA fulfillment operations. In short, robohub estimate that Kiva could drive fulfillment cost savings in the $450-900M range or be 60-120 bps accretive to CSOI margin in NA alone – underscoring a bigger global opportunity.
