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What's the latest on Amazon?
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<blockquote data-quote="Returntosender" data-source="post: 1976162" data-attributes="member: 29240"><p><a href="http://seekingalpha.com/article/3761086-uber-amazon-disrupting-the-traditional-delivery-market-ups-secular-growth-story-at-risk" target="_blank">http://seekingalpha.com/article/3761086-uber-amazon-disrupting-the-traditional-delivery-market-ups-secular-growth-story-at-risk</a></p><p></p><p>The shares of United Parcel Service (NYSE:<a href="http://seekingalpha.com/symbol/UPS" target="_blank">UPS</a>) are richly valued, but many argue this rich valuation is indicative of bullish secular trends, including increased e-commerce adoption, and a wide economic moat that ensures long-term success.</p><p></p><p>We challenge this premonition, arguing that there are multiple headwinds that challenge the secular growth of the business. We believe companies like Uber (Pending:<a href="http://seekingalpha.com/symbol/UBER" target="_blank">UBER</a>) and Amazon (NASDAQ:<a href="http://seekingalpha.com/symbol/AMZN" target="_blank">AMZN</a>), that are already using the sharing economy to disrupt the delivery market, pose a particularly imminent threat to UPS' secular growth.</p><p></p><p>While we do believe <strong>UPS will remain the most popular and widely used form of delivery over the next 5-10 years, we hold that independent retailer testing of personal delivery systems, coupled with sharing economy growth will eat away some of UPS' market share.</strong></p></blockquote><p></p>
[QUOTE="Returntosender, post: 1976162, member: 29240"] [URL]http://seekingalpha.com/article/3761086-uber-amazon-disrupting-the-traditional-delivery-market-ups-secular-growth-story-at-risk[/URL] The shares of United Parcel Service (NYSE:[URL='http://seekingalpha.com/symbol/UPS']UPS[/URL]) are richly valued, but many argue this rich valuation is indicative of bullish secular trends, including increased e-commerce adoption, and a wide economic moat that ensures long-term success. We challenge this premonition, arguing that there are multiple headwinds that challenge the secular growth of the business. We believe companies like Uber (Pending:[URL='http://seekingalpha.com/symbol/UBER']UBER[/URL]) and Amazon (NASDAQ:[URL='http://seekingalpha.com/symbol/AMZN']AMZN[/URL]), that are already using the sharing economy to disrupt the delivery market, pose a particularly imminent threat to UPS' secular growth. While we do believe [B]UPS will remain the most popular and widely used form of delivery over the next 5-10 years, we hold that independent retailer testing of personal delivery systems, coupled with sharing economy growth will eat away some of UPS' market share.[/B] [/QUOTE]
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