Uber, Amazon Disrupting The Traditional Delivery Market - UPS Secular Growth Story At Risk - Seeking Alpha Summary The shares of UPS are richly valued, but many argue this rich valuation is indicative of bullish secular trends. We challenge this premonition, arguing that there are multiple headwinds that challenge the secular growth of the UPS business. We believe UberRush and similar gig economy-based delivery systems will steal local B2C market share from UPS. Evidence strongly suggests Amazon is fleshing out its own delivery system, and the company appears to be pursuing multiple different routes to squeeze UPS out of its delivery process. The current valuation does not consider these threats, and this makes UPS a good short candidate.