(Cut and paste of small part of another article)

The clean-sheet, technology-driven innovation at Amazon, coupled with cheaper capital, has caught FedEx flatfooted.

Amazon:

Has the most on-time deliveries the week following Black Friday: FedEx 90%; UPS 93%; Amazon 94%. Charges $80 for 600 pounds of boxes from a seller's warehouse vs. $104 at FedEx and $160 at UPS.

In Q4, Amazon will invest $1.5 billion in its one-day shipping initiative.