What Amazon Logistics Means for FedEx, UPS

Discussion in 'The Latest UPS Headlines' started by cheryl, Mar 14, 2016.

  1. cheryl

    cheryl I started this. Staff Member

    What Amazon Logistics Means for FedEx, UPS - Barrons

    We estimate Amazon contributes 2-3% of FedEx and UPS’ EPS, though it is their largest e-commerce customer and an important source of growth. While Amazon may shift greater shares of volume to other channels, we expect package volume growth to remain stable from Amazon and be complimented by growth from other e-commerce customers. As such, we see potentially lingering multiple pressure on fears of a more competitive market in the future, which may be more similar to the European Express market.