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Will amaz swallow ups?
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<blockquote data-quote="Its_a_me" data-source="post: 5545417" data-attributes="member: 93115"><p>As of March 2023 <strong>Amazon</strong> has a market cap of <strong>$1.000 Trillion</strong>. This makes Amazon the world's <strong>5th</strong> most valuable company by market cap.</p><p></p><p>As of March 2023 <strong>United Parcel Service</strong> has a market cap of <strong>$158.32 Billion</strong>. This makes United Parcel Service the world's <strong>64th</strong> most valuable company by market cap.</p><p></p><p>Yes, they could swallow UPS but it would represent a 20-25% purchase when taking the premium that must be paid into account. A high stock price is one way to defend against it. A high dividend rate is another.</p><p></p><p>It's cheaper for Amazon to use their data knowledge and determine the most profitable areas where they can service while giving UPS the rest of their work to deliver. This also lets them grow slowly and layoff when necessary at minimal costs. In other words to play the long game and go from 0% to 10% to 20% to eventually 30% of total package volume.</p><p></p><p>Anyone that doesn't see the pattern must work for UPS management as Fed Ex realized they were a competitor not a customer long ago.</p></blockquote><p></p>
[QUOTE="Its_a_me, post: 5545417, member: 93115"] As of March 2023 [B]Amazon[/B] has a market cap of [B]$1.000 Trillion[/B]. This makes Amazon the world's [B]5th[/B] most valuable company by market cap. As of March 2023 [B]United Parcel Service[/B] has a market cap of [B]$158.32 Billion[/B]. This makes United Parcel Service the world's [B]64th[/B] most valuable company by market cap. Yes, they could swallow UPS but it would represent a 20-25% purchase when taking the premium that must be paid into account. A high stock price is one way to defend against it. A high dividend rate is another. It's cheaper for Amazon to use their data knowledge and determine the most profitable areas where they can service while giving UPS the rest of their work to deliver. This also lets them grow slowly and layoff when necessary at minimal costs. In other words to play the long game and go from 0% to 10% to 20% to eventually 30% of total package volume. Anyone that doesn't see the pattern must work for UPS management as Fed Ex realized they were a competitor not a customer long ago. [/QUOTE]
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