Welcome Guest! To enable all features please Login or Register.

Notification

Icon
Error

Postal Employees

Post your thoughts and opinions here about current Postal employee topics.

Options
Go to last post Go to first unread
EagleDog  
#1 Posted : Saturday, January 18, 2020 11:43:44 AM(UTC)

Rank: Senior Member

Groups: Registered
Joined: 6/5/2009(UTC)
Posts: 557

Thanks: 19 times
Was thanked: 75 time(s) in 59 post(s)
Could Shipping War with Walmart Force Amazon to Bid for FedEx?
Jan 17, 2020

For years Amazon has been eating everyone else’s lunch when it comes to e-commerce, but in 2019 the field of battle shifted as Walmart began to catch up in online shopping and Amazon’s advantage in next-day delivery began to erode. As improbable as it may sound, Amazon may face a unique dilemma that can only be solved by a radical move—the acquisition of FedEx.

Amazon relied for years on FedEx, UPS, and the U.S. Postal Service to delight customers and gobble market share with rapid delivery of bargain-priced merchandise. But over the past three years Amazon has aggressively been building out its proprietary supply chain, buying cargo jets, trailer trucks, and infrastructure.


https://www.forbes.com/s...-for-fedex/#2be93d46165b
Themailman001  
#2 Posted : Saturday, January 18, 2020 11:47:33 AM(UTC)
Themailman001

Rank: Member

Groups: Registered
Joined: 5/27/2019(UTC)
Posts: 10

Was thanked: 2 time(s) in 1 post(s)
Why buy FedEx when they can buy Walmart.
EagleDog  
#3 Posted : Saturday, January 18, 2020 11:56:13 AM(UTC)

Rank: Senior Member

Groups: Registered
Joined: 6/5/2009(UTC)
Posts: 557

Thanks: 19 times
Was thanked: 75 time(s) in 59 post(s)
Originally Posted by: Themailman001 Go to Quoted Post
Why buy FedEx when they can buy Walmart.


ZonMart?
Cntpfrm  
#4 Posted : Saturday, January 18, 2020 12:52:31 PM(UTC)
Cntpfrm

Rank: Groupie

Groups: Registered
Joined: 9/6/2013(UTC)
Posts: 49

Thanks: 1 times
Was thanked: 9 time(s) in 8 post(s)
Eh🤷‍♂️ The post office, UPS and Fedex allowed amazon to build its company and delivery infrastructure on our backs for the last 4 years....our Management gave up the shop and amazon will be sitting there at the end of the day laughing it up as we flail in the wind.

Edited by user Saturday, January 18, 2020 12:53:19 PM(UTC)  | Reason: Not specified

EagleDog  
#5 Posted : Saturday, January 18, 2020 1:07:12 PM(UTC)

Rank: Senior Member

Groups: Registered
Joined: 6/5/2009(UTC)
Posts: 557

Thanks: 19 times
Was thanked: 75 time(s) in 59 post(s)
"Amazon has been eating everyone else’s lunch...Amazon has aggressively been building out its proprietary
supply chain, buying cargo jets, trailer trucks, and infrastructure."


Sounds familiar. Where have I heard that before?
Oh yeah, I said it here 9 days ago.
I should be writing for Forbes :)

Originally Posted by: EagleDog Go to Quoted Post
Amazon is eating our lunch at every turn.
We're playing checkers and they're playing chess.
They're logistical ninja's.


Originally Posted by: EagleDog Go to Quoted Post
Amazon is moving aggressively into the shipping business.
That is "our" lunch.

They are spending billions on logistics. Full court press.
Morgan Stanley estimates that Amazon Logistics could be handling 1.5 to 3.5 billion non-Amazon packages by 2022 (adding $7 billion in revenue to Amazon’s overall business).

USPS management vs. Amazon/Bezos

Be afraid. Be very afraid.
EagleDog  
#6 Posted : Saturday, January 18, 2020 1:09:16 PM(UTC)

Rank: Senior Member

Groups: Registered
Joined: 6/5/2009(UTC)
Posts: 557

Thanks: 19 times
Was thanked: 75 time(s) in 59 post(s)
Originally Posted by: Cntpfrm Go to Quoted Post
our Management gave up the shop and amazon will be sitting there at the end of the day laughing it up as we flail in the wind.


Amen to that.
A lot of employees are still in denial. The "ostrich" crowd.
A lot of employees say "Good riddance" to Amazon.
The day of reckoning will soon be upon us.

mallen  
#7 Posted : Saturday, January 18, 2020 1:33:59 PM(UTC)

Rank: Senior Member

Groups: Registered
Joined: 4/14/2009(UTC)
Posts: 827

Was thanked: 33 time(s) in 28 post(s)
Originally Posted by: EagleDog Go to Quoted Post
Could Shipping War with Walmart Force Amazon to Bid for FedEx?
Jan 17, 2020

For years Amazon has been eating everyone else’s lunch when it comes to e-commerce, but in 2019 the field of battle shifted as Walmart began to catch up in online shopping and Amazon’s advantage in next-day delivery began to erode. As improbable as it may sound, Amazon may face a unique dilemma that can only be solved by a radical move—the acquisition of FedEx.

Amazon relied for years on FedEx, UPS, and the U.S. Postal Service to delight customers and gobble market share with rapid delivery of bargain-priced merchandise. But over the past three years Amazon has aggressively been building out its proprietary supply chain, buying cargo jets, trailer trucks, and infrastructure.


https://www.forbes.com/s...-for-fedex/#2be93d46165b


Seems kinda odd when they just moved away from using FedEx. On the other hand, should it be available for the right price of course they would be interested. Anything is possible, if the price is right.
mallen  
#8 Posted : Saturday, January 18, 2020 1:35:00 PM(UTC)

Rank: Senior Member

Groups: Registered
Joined: 4/14/2009(UTC)
Posts: 827

Was thanked: 33 time(s) in 28 post(s)
Originally Posted by: Themailman001 Go to Quoted Post
Why buy FedEx when they can buy Walmart.


Because Walmart doesn't have a massive fleet of trucks and a worldwide delivery infrastructure to deliver things to your door.
EagleDog  
#9 Posted : Saturday, January 18, 2020 2:11:05 PM(UTC)

Rank: Senior Member

Groups: Registered
Joined: 6/5/2009(UTC)
Posts: 557

Thanks: 19 times
Was thanked: 75 time(s) in 59 post(s)
Originally Posted by: mallen Go to Quoted Post
Because Walmart doesn't have a massive fleet of trucks and a worldwide delivery infrastructure to deliver things to your door.


Amazon does love to buy out it's competition.
Right in their wheelhouse.
God that would be a HUGE deal. Almost too huge for regulators to approve. Talk about a monopoly. Seems like major antitrust issues would be inevitable.

Walmart does bring a lot to the table.

From the article:

"Walmart has its own fleet of trucks, years of experience, and is investing heavily in the online shopping experience with one huge and unreproducible advantage over Amazon—brick and mortar in the form of more than 4,700 US stores."

122intheshade  
#10 Posted : Saturday, January 18, 2020 8:02:44 PM(UTC)
122intheshade

Rank: Senior Member

Groups: Registered
Joined: 2/20/2014(UTC)
Posts: 2,545
Pitcairn
Location: Bankin' off of the northeast wind, sailin' on a summer breeze

Thanks: 47 times
Was thanked: 593 time(s) in 475 post(s)
Barron's had the suggestion that Warren Buffet (Berkshire Hathaway) should buy FedEx. In a screaming bull market, FedEx has lost 25% of its value from two years ago. You have to wonder about that. Buffet likes undervalued stocks, but FedEx might not be cheap at a bit over $40 billion.
We decide which is right; and which is an illusion. I've got blisters on me fingers!
EagleDog  
#11 Posted : Sunday, January 19, 2020 2:43:53 AM(UTC)

Rank: Senior Member

Groups: Registered
Joined: 6/5/2009(UTC)
Posts: 557

Thanks: 19 times
Was thanked: 75 time(s) in 59 post(s)
Originally Posted by: 122intheshade Go to Quoted Post
Barron's had the suggestion that Warren Buffet (Berkshire Hathaway) should buy FedEx. In a screaming bull market, FedEx has lost 25% of its value from two years ago. You have to wonder about that. Buffet likes undervalued stocks, but FedEx might not be cheap at a bit over $40 billion.


Good point. Buffet LOVES value.
And lets not rule out Walmart making a play for FedEx.
That would be a boss move.

Walmart/FedEx vs Amazon



GordonG  
#12 Posted : Sunday, January 19, 2020 5:50:56 AM(UTC)

Rank: Senior Member

Groups: Registered
Joined: 1/26/2013(UTC)
Posts: 3,289
United States
Location: Paradise

Thanks: 744 times
Was thanked: 1168 time(s) in 750 post(s)
FedEx...exactly two years ago today, traded at an all time high of $274.32.

Today...01/19/2020...$159.98.

I'll let others do the math.
"Fear, not clemency, restrains the wicked."


"Everyone has a plan 'till they get punched in the mouth." Mike Tyson
Rss Feed  Atom Feed
Users browsing this topic
Guest
Forum Jump  
You cannot post new topics in this forum.
You cannot reply to topics in this forum.
You cannot delete your posts in this forum.
You cannot edit your posts in this forum.
You cannot create polls in this forum.
You cannot vote in polls in this forum.


This page was generated in 0.257 seconds.