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Will Amazon destroy FedEx and UPS?
Investor summaryNeutral
Author questions the threat of Amazon's newly opened logistics network to UPS and FedEx, seeking metrics to evaluate FDX.
Bull points
- Amazon opening its supply chain to other businesses expands its logistics moat and creates new revenue streams.
Bear points
- Amazon's logistics expansion poses a severe competitive threat to traditional carriers like UPS and FedEx.
Post body
We know that Amazon recently opened up its supply chain services to other companies. Right after that happened, UPS and FedEx stock dropped although it has recovered since then.
I’m no expert in freight, transportation, and logistics, but I do have FedEx shares that I have held for quite a while now.
How serious is the threat from Amazon?
What could they do to completely disrupt both FedEx and UPS?
How likely is it that they might acquire one of these two companies?
What metrics do I need to look at for FedEx to know whether this is affecting them or not?
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