Quartz has a story about a Morgan Stanley Research survey of investors that sought to figure out which consumer sectors would take the longest for Amazon to “materially disrupt.”

Dollar stores came in at number one. The reason: “Dollar stores cater to people who are extremely price sensitive. Unlike Amazon, which exists almost entirely online as far as consumers are concerned, dollar-store chains do best with a dense network of physical stores.”

The auto parts business got an honorable mention, even though Amazon has made noise about competing with traditional auto parts retailing, which is a “business built on the demand for extreme immediacy. Do-it-yourself customers who need to repair their cars might not want to wait around for even a day or two to have a part shipped to them. Amazon also doesn’t have the ties to local dealerships that shoppers often need to make their purchases.”

KC's View: The thing is, Amazon likes to take big swings. Which means sometimes going after a business segment that conventional thinking would see as being unlikely or out of reach.

The message here is that nobody should ever be complacent. Because even if Amazon is unlikely to materially disrupt these segments, that doesn’t mean that there isn’t someone else out there - someone not on anybody’s radar - with a way of doing it faster, cheaper, better, more effectively, more efficiently. In fact, it is best to operate on the premise that there is.