I’d be more worried about the amazon effect for FedEx/UPS if they could actually deliver packages on time consistently. The times I’ve tried to overnight ship something with them, it’s arrived at the same time as a regular 2 day shipping is supposed to. Often times Amazon 2 day shipping takes 3-4 days where I live. Zero recourse when products arrive late other than having to print out a Label and drive to UPS to ship the product back.

The only nice thing about amazon shipping is that it’s free with a prime membership. I find their lack of consistency annoying at the free price point. I’d be irate about it if I actually needed them to deliver on time and I paid for it. If anything Amazon late delivery returns will continue to provide a revenue stream to UPS.