Illegal? Maybe to cancel a contract, but not to refuse a new one. They don’t need stop servicing the amazon outlets, they just need to end preferred rates at the end of their current contracts and make the Amazon world pay full fare at the UPS Store, Kinkos or the Post Office like everyone else.

We did exactly the same . Gonna take advantage of it this year since we already paid but no more renewal. Gonna order pack of gum every week too

You all can stop worrying Amazon will negatively harm UPS/FEDEX business or your careers. Until they stop messing around with ACMI carriers and start their own airline paying appropriate wages...services failures will continue and most definitely get worse.
The ACMI carriers have turned into a training ground for every other airline. It will continue this way for the next 5-10 years. At that point, most of pilots doing the training will have retired and the training turnstile will be moving so fast they won't be able to keep up.

Amazon is about 40 years of experience behind Brown and Purple in the overnight package delivery game.

It looks "easy" to the outside observer, when it is actually thousands of consecutive miracles being pulled off every night.

Someone entering the field -- regardless of their technology or "disruptive potential" -- will have years of expen$ive catching up to do.

You really think Fred Smith would go on TV with wild eyes and dripping with sweat and tell the world he's scared to death of Amazon? Of course not. The first time UPS or FedEx announce a concern about Amazon eating them alive it'll be too late. Reminds me a lot of Microsoft and Blackberry laughing at Apple when they came out with the iPhone. By the time they said there was an issue it was all over.

The funny thing is with the long term contracts Amazon has in place with UPS and FedEx they're basically forced to continue to do business for Amazon while they get to slowly build out their own competing logistics system. Without that no company would ever be able to build out that much infrastructure to pose any sort of competition from them. But now they have nothing to do but sit back and hope Amazon can't get their network in place before those contracts expire.

I listened to the interview. He said they’re heavily looking into autonomous trucks and aircraft. He would be doing his shareholders a disservice if he didn’t look into them.

Now whether those autonomous vehicles and aircraft ever become certified and proven they will be cheaper than manned vehicles is the big question.

FedEx or UPS could very quickly start an online retail business. Both could do so much quicker and much more simply than Amazon can create a transportation infrastructure. Amazon would have to compete for workers that are hard to find even for UPS and FedEx that would be reliable enough to move their own volume, much less open market volume. Certainly Bezos likes his disrupter moniker, but business reality in the transportation side really isn't his core business. He is simply looking to add reliability and cost savings on his core feeds internally for his distribution nodes. Makes sense. The rest is market fodder for ego.

Don't put your head in the sand with this company. They're on the heals of being the Largest market cap company in the U.S. Soon to take over CVG and they have access to very affordable, efficient Aircraft at their disposal. They're just spooling up. Some top UPS/FedEx executives have already crossed over. To think they started as a online used book store!

They already have CVG. They buying out the rest of the pax ops?
Common for execs to jump ship when opportunity knocks. Corporate America normal. All mercenary at that level. UPS/FedEx get top level mercenaries too. Unless they are going after Airbus freighters, Boeing lanes pretty full for awhile. Then have to pay pilots much more that what he is willing to contract at present, then he will need to bring in house....
My head is out of the sand, joy to watch the heads in the stratosphere

Walmart is launching a full on Amazon assault... hip new commercials are airing during the Olympics with the focus on the Walmart package showing up at your door.

Amazon stock will self correct when the competition gets real. No single company is going to rule the US consumer goods economy. The government wouldn’t allow it, and most Americans would revolt against it.

Here is a recent Walmart commercial about the box from a few weeks ago. They’re getting “primed” to go toe-2-toe with Amazon.

https://youtu.be/azV8J9wMNXs


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