Originally Posted by
iPilot
I think one huge advantage Amazon has is for the most part its operation is invisible to the consumer. There's a lovely web page and friendly packaging silently left at your doorstep and that's it. You go to Walmart and you see, well, People of Walmart. While Walmart has done a good job of pouring money into their stores cleaning them up its still deep down the same experience. The closest thing they have is the drive-up grocery service where you get the speed of in-store shopping without the in-store experience.
For Amazon nobody has to see how the sausage is made, so to speak. Warehouse workers in conditions that would make Kalfka squirm, exhausted delivery drivers and low paid pilots make the occasional page 2 headline but nobody really cares. They just whisper their desires to Alexa or tap on their smart phone and before you know it whatever they want is on their doorstep. Retail service just doesn't get much more elegant than that.
Disagree. Everyone sees these damn Amazon drivers who aren't trained, driving around the neighborhood like idiots. They usually aren't in a uniform. They look discheveled. And how many videos have caught them urinating or defecating on someone's property? Sure, FedEx, UPS and USPS has their winners too, but Amazon is not operating in a vacuum. Ask a truck driver how he or she is treated at an Amazon fulfillment center. Amazon isn't going to last long treating people like that.
Originally Posted by
senecacaptain
so Azure is playing catch up to Amazon then
Actually, Amazon is losing market share. And it isn't just Microsoft. It is Alibaba, Apple and Alphabet (Google) just to name the other big guys. And with businesses scared of letting Amazon pry into the workings and profits of their business, Amazon stands to lose more market share.
Originally Posted by
C17B74
You bet they will be back, it’s always been a cat and mouse game between FedEx and Amazon since 2016 or earlier.
I work for FedEx and I'd love to know what this cat and mouse game is? Are we talking about the fake Motley Fool articles and the like designed to throw the stocks one was or another based on garbage headlines or was there a real cat and mouse game I'm not aware of?
FedEx was ignorant of the moves Amazon made into B2B shipping. Amazon announcing B2B shipping was a wakeup call for sure. But as Fred Smith says, and I cringe a little, Amazon doesn't have anywhere near the worldwide shipping network that FedEx does -- yet.
The thing I don't get is, why would Amazon want to ship everyone else's products? Because there's profit to be made? They can't even efficiently ship their own stuff. They must rely on an entire list of third parties.
The result of this has been that they flooded their shipping markets resulting in the slowdown of delivering their Prime and Amazon website products. That is what made them famous and harming that product isn't smart.
The problem with Amazon is that they definitely aren't the cheapest as you now have Walmart, Target, Apple, Allibaba and an entire list of other companies competing in the eCommerce space with Amazon. Competition is good. And while Amazon is way ahead of everyone, they stand to lose the most as others compete.