It's certainly a similar dynamic compared to the other three, although I think our situation differs in that a substantial portion of the UPS drivers actually do care about serving the customer and still can succeed at doing so a majority of the time without the near constant interference and ineptitude from the boardroom. (FedEx also still has some well trained drivers in its ranks as well)You just explained UPS to a "T"
Post office.The problem Amazon is going to have is when UPS and other carriers refuse to give them the discounts they receive now, not sure about other places but Amazon here in the Miami area(where they do their own deliveries)they are only delivering a 20 mile radius so what happens with the rest?
It will have the planes fly from NY to KY by way of Hawaii and Fla. This routing and the wind patterns will result in a $10.58 savings on fuel....I heard they are working on an Orion version for our airline pilots. We are about to see a whole new level of efficiency
There are a ton of mom and pop shops that have joined Amazon's market place. Walmart may be the king of brick and mortar shopping but no where near the top of internet shopping. Look at the trend and you'll see where this is going.I don't see Amazon "stealing" away business from the other shippers like Walmart or mom & pop shop down the street. These businesses don't want to pay the competition to help shut them down.
While there is a ton of Amazon boxes being shipped out every day it's a much smaller piece of the pie than the whole picture.
So his little fleet will run around delivering resis & it will most likely prove unprofitable for them. It depends on whether "others" deliver his rural/big stuff for pennies. In the meantime the other shippers will get smaller as well.
@ this point Bozos will turn his attention into the acquisition of either Ups or X in an attempt to make the shipping side profitable. X the most likely candidate with non-union, lower wages.
Buy ups stock it's on saleUPS is the only thing that will bring UPS down. You don't have to talk to all that many Amazon, Post Office, or Fed Ex employees to know that those places get things wrong all the time and have workforces that hate the management.
The day Amazon finally figures out how not to pack a glass vase into a box big enough for a dishwasher to fit in might be the day they are truly ready to compete on a fleet wide level of any kind.
They won't rise above a level of UPS. Chances are much better UPS and it's out of touch upper management will drag the company further below it's current benchmarks if not completely off a cliff.