Amazon.com Inc. (NASDAQ:AMZN) faces renewed scrutiny over its warehouse safety practices following a Senate investigation that claims the e-commerce giant manipulated injury data and prioritized speed over worker safety, allegations the company strongly disputes.
What Happened: A 160-page report released on Sunday by Sen. Bernie Sanders (I-Vt.), chair of the Senate Committee on Health, Education, Labor and Pensions, found Amazon warehouses recorded 30% more injuries than the industry average in 2023, with workers nearly twice as likely to be injured compared to other warehouse employees.
"Amazon's self-assessment is disturbingly inaccurate and that the company operates uniquely dangerous warehouses—knowingly allowing unsafe conditions that injure workers and failing to fix those unsafe conditions if doing so could hurt the company's bottom line," the report said.
The investigation claims Amazon's productivity quotas force workers to "move in unsafe ways" and repeat movements thousands of times per shift, leading to musculoskeletal disorders. The report also alleges the company "actively discourages" injured workers from seeking outside medical care.
Amazon sharply rejected these findings in a detailed response, stating the investigation "wasn't a fact-finding mission, but rather an attempt to collect information and twist it to support a false narrative." The company reports it reduced its recordable incident rate by 28% and lost time incident rate by 75% between 2019 and 2023.
Why It Matters: The company defended its safety benchmarking practices, noting its transportation-focused facilities recorded a recordable incident rate of 6.3 in 2023, below the industry average of 9.7. Amazon emphasized that increasing delivery speeds has coincided with decreasing injury rates across its network.
"Our safety record continues to improve," Amazon stated, highlighting investments in ergonomic enhancements and climate-controlled facilities. The company maintains that its performance expectations are "reasonable and achievable," based on actual team accomplishments.
Price Action: Amazon stock closed at $232.93 on Monday, up 2.40% for the day, with a slight after-hours drop. Year-to-date, the stock has risen 55.36%.
With a market cap of $2.45 trillion and a price-to-earnings ratio of 48.60, Amazon's RSI is 72. The consensus price target is $244.36, with a high of $285 from JMP Securities and a low of $197 from Wells Fargo. The average target of $273.33 suggests a 17.51% upside, according to data from Benzinga Pro.
亚马逊公司（纳斯达克股票代码：AMZN）因其仓库安全做法面临新的审查，此前参议院的一项调查声称这家电子商务巨头操纵了伤害数据，将速度置于员工安全之上，该公司强烈反对这一指控。
发生了什么：参议院卫生、教育、劳工和养老金委员会主席伯尼·桑德斯（I-Vt.）周日发布的一份长达160页的报告发现，2023年，亚马逊仓库记录的受伤人数比行业平均水平多30％，工人受伤的可能性是其他仓库员工的近两倍。
报告说：“令人不安的是，亚马逊的自我评估不准确，而且该公司经营的仓库特别危险——故意允许不安全的条件对员工造成伤害，如果这样做可能会损害公司的利润，则未能修复这些不安全的状况。”
调查称，亚马逊的生产力配额迫使员工 “以不安全的方式移动”，并且每次轮班重复动作数千次，从而导致肌肉骨骼疾病。该报告还称，该公司 “积极阻止” 受伤的工人寻求外部医疗服务。
亚马逊在详细回应中强烈拒绝了这些调查结果，称调查 “不是一项实况调查任务，而是试图收集信息并将其歪曲以支持虚假的叙述。”该公司报告称，在2019年至2023年期间，其可记录的事故率降低了28％，损失工时事件率降低了75％。
为何重要：该公司为其安全基准测试做法辩护，指出其以交通为重点的设施在2023年记录的可记录事故率为6.3，低于行业平均水平的9.7。亚马逊强调，交付速度的提高与其网络中受伤率的下降同时发生。
亚马逊表示：“我们的安全记录持续改善，” 他重点介绍了对人体工程学改进和气候控制设施的投资。该公司坚持认为，根据团队的实际成绩，其绩效预期 “合理且可以实现”。
价格走势：亚马逊股价周一收于232.93美元，当天上涨2.40％，盘后略有下跌。今年迄今为止，该股已上涨55.36％。
亚马逊的市值为2.45万亿美元，市盈率为48.60，RSI为72。共识目标股价为244.36美元，JMP证券的最高价为285美元，富国银行的低点为197美元。根据Benzinga Pro的数据，平均目标为273.33美元，表明上涨幅度为17.51％。
