UPS: An Old System About To Be Disrupted - Seeking Alpha Summary For the third Christmas in a row, FDX or UPS has had trouble handling increased e-commerce shipment volume around the Holiday season. Neither of the delivery giants are prepared to handle ramped up volume from 2015's historic levels. UPS increased its processing capacity by 6% this Holiday season, but another 20% expansion to handle future growth in e-commerce would likely require billions of dollars of investment. It seems UPS is playing "keeping up with the Joneses" here, and we are unsure of how long this can sustain itself. It is only a matter of time before UPS loses all of its Amazon business, and maybe more.