Originally Posted by
Noworkallplay
Understand and I refer you to my above statements. Take a look at the predictions on cargo demand growth expectations and pair that with reduced capacity. Let Amazon haul the low margin garbage. Let FedEx haul the higher revenue garbage. Plenty of room for others in the cargo market as we order everything from our couches now.
Remember when FedEx is bidding/negotiating a contract they are not only offering to haul the stuff they are offering many other ancillary benefits.
I admit I don’t know much of the nuance. I’m just trying to learn. I’m sure for a while there is plenty of room in cargo for everyone....for now. I just imagine that a trillion dollar company that has openly said it wants to get into logistics, could easily have more airplanes than FedEx in 10-15 years. A lot more.