US retail also drives more than half of Amazon's operating income.
I think that's the point the article is trying to make (first sentence of the article)
In 2018-Q4, North American retail drove $2.25B (59%) of OI; AWS drove $2.18B (58%) of OI. International retail lost ($642M) (-17%) of OI.
https://ir.aboutamazon.com/static-files/a5035fcd-5646-45df-b...