Threat of Amazon in the package delivery biz
Near term? All hype.
Long term? *Potential* threat to the duopoly, depending on how their logistics (specifically Prime Air) infrastructure does or does not get built out over the next half-decade or so.
I personally don’t “fear” Amazon or Bezos; some felt our world was ending when they formally announced Prime Air couple years ago and yet, our Amazon volume has only increased.
So much of Amazon and SWA hinges on technology (per their and analysts’ statements)...but there’s only so much technology does for you in “disrupting” logistics. Eventually you gotta source physical infrastructure.
Where I personally see the most potential “disruptive risk” to the duopoly is Amazon purchasing control of DHL North America and integrating/growing their existing network and infrastructure.
Risk to UPS flying jobs? Nope.