Amazon’s Delivery Drones May Not Hurt UPS and FedEx After All

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Amazon’s Delivery Drones May Not Hurt UPS and FedEx After All - Barron's

Concern that Amazon poses a significant threat to logistics giants has been an overhang for both FedEx (FDX) and United Parcel Service (UPS) stock, but we may get some relief on that front, says Bernstein.

Where we were: Some investors are worried that Amazon initiatives will hurt pricing and demand for the big parcel players.

Where we’re headed: We may soon see that the threat is less serious than many believe.
 
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