Originally Posted by
The Duke
It’s interesting. I read articles all the time that make it seem like the Amazon threat is overblown and other articles that indicate the sky is falling regarding the Amazon threat to Fedex. Zero clarity regarding this subject.
I am concerned by the sudden departures of Cunningham and Bronczek with little to no explanation (that I’ve seen).
Can Amazon continue to do what it’s doing and develop its own network organically? How much of a network do they need? Would acquiring Fedex down the road be of any benefit to Amazon’s logistics plans? If an acquisition were to occur, would there be a whipsaw of the various pilot groups or would Amazon be content with their new “crown jewel”?
I really like working here. I need another 15-18 years. If Amazon is a genuine threat, I hope the folks up top have a plan and strategy to counteract that threat. I also wonder how public perception of Amazon over time will influence the future of that company. Seems to be a growing unease in this country about the size and scope of Amazon’s business aspirations.
I doubt Amazon will ever try to acquire FedEx. Is it possible? sure. Is it likely? No- They are working side by side with everything DHL right now from its contract airlines to it’s hub at CVG. DHL is not going to prop up the fledgling Prime Air just so Amazon can get some momentum and buy FedEx (and then put DHL completely out of business in the US???)
It makes no sense. Whatever the secret business agreement is between Amazon and DHL I’m sure it’s mutually beneficial for them in the long term.
What worries me is Amazon’s recent announcement that they are officially expanding into the Business to Business Shipping market. It’s not just about moving cheap consumer widgets anymore.
I also find Fred’d statements about Amazon confusing- in the sane interview where he used the term “fantastical” he claimed that the only threat Amazon posed was to USPS. So what does that mean for our postal contract in the future? that would be a big chunk of change to lose.