It's just a question of time. 5, 10, 20 years....

[fatboy33]

So in the UK Amazon is already provide service as a third party shipper. In the US they're flying USPS items. The question is, which company will Amazon take over first, UPS, FDX or "USPS".

 

[MassWineGuy]

I doubt FedEx would sell to them. We also transport tons of mail.

 

[zeev]

So in the UK Amazon is already provide service as a third party shipper. In the US they're flying USPS items. The question is, which company will Amazon take over first, UPS, FDX or "USPS".

none they are doing fine without them record growth in a short time just add more volume and achieve greater scale.

 

[59 Dano]

So in the UK Amazon is already provide service as a third party shipper. In the US they're flying USPS items. The question is, which company will Amazon take over first, UPS, FDX or "USPS".

They are cherry picking what they take. FedEx and UPS are experiencing record volumes.

 

[McFeely]

I would imagine taking over the USPS would be most challenging, since it has some roots under the executive branch of the US and isn’t a privately or publicly held company.

That being said, I could see Amazon being more interested in buying FDX over UPS due to union issues and the fact that our Ground system is basically what their DSP is based off of. Also, probably a less expensive company to purchase based on market cap, but I’m clearly no M&A whiz since I’m just a courier

 

[NC man]

Be up to shareholders.its about money so mutual funds own tons of stock and if price is right I would imagine they would vote to sell.individuals don’t own enough shares to affect a vote.im sure Amazon doesn’t want to deal with a union so don’t see UPS being target before FDX

 

[IVE GOTTA PACKAGE 4U]

Be up to shareholders.its about money so mutual funds own tons of stock and if price is right I would imagine they would vote to sell.individuals don’t own enough shares to affect a vote.im sure Amazon doesn’t want to deal with a union so don’t see UPS being target before FDX

All of UPS shares on the market are b-shares
Basically that means you need 10 B shares to equal 1 a share on voting rights

 

[ManInBrown]

Amazon take over UPS lolol

 

[falcon back]

I doubt FedEx would sell to them. We also transport tons of mail.

Fedex wouldn't be doing the selling. Transporting mail shouldn't be an issue. if anything, it's a positive because that is good money.

 

[NC man]

All of UPS shares on the market are b-shares
Basically that means you need 10 B shares to equal 1 a share on voting rights

Can’t see UPS being a target anyway,we have Ground which is basically same as Amazon and more Express moving that way over time.Would not be surprised if Express is all pt in five yrs or so

 

[IVE GOTTA PACKAGE 4U]

Can’t see UPS being a target anyway,we have Ground which is basically same as Amazon and more Express moving that way over time.Would not be surprised if Express is all pt in five yrs or so

The race to the bottom my friend

 

[falcon back]

The race to the bottom my friend

Considering the workforce that is on here, I can definitely see why.

 

[fatboy33]

You guys bring up an interesting point. Pilots excluded, FDX employees aren't union. Maybe it would make sense to grab onto a workforce with no power??

 

[Fred's Myth]

You guys bring up an interesting point. Pilots excluded, FDX employees aren't union. Maybe it would make sense to grab onto a workforce with no power??

Likely that Amazon would lose the RLA protection.

But if you have no driver/employees to worry about, does it matter?!

 

[zeev]

Amazon has no desire to have trucks, drivers, or planes their superior logistics and artificial intelligence have gotten them this far. Cheaper just to contract it out.

 

[falcon back]

Amazon has no desire to have trucks, drivers, or planes their superior logistics and artificial intelligence have gotten them this far. Cheaper just to contract it out.

They already have planes, trucks and drivers.

 

[burrheadd]

I doubt FedEx would sell to them. We also transport tons of mail.

Ever heard of a hostile takeover

look it up

 

[MassWineGuy]

I try never to cloud my thoughts with anything hostile.

 

[59 Dano]

They already have planes, trucks and drivers.

Most of which is subbed out to third parties.

 

[falcon back]

Most of which is subbed out to third parties.

They still own them

TTKU