@matthewboyle25 I don't think they're too worried. Amazon makes up about 2% of UPS's revenue. Even if this expands to take over all of UPS's delivery operations (delivering 600 million packages a year), UPS is still in good shape.
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@ryanshook the story about how bezos squeezed UPS by shifting their entire shipping operation to fedex for 1 day was pretty slick (if you are Jeff bezos anyway!).
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@msitver 2% may not seem like a lot, but what happens when Amazon open this unit up to other businesses?
@steveraffner You joke, but I wouldn't be surprised if they introduced a program to compete with Prime. Maybe they'll partner with other big retailers like Walmart or Target to offer free shipping for a flat yearly rate.
This specific "Prime One" plane livery is more just a marketing stunt. Amazon has already been trial leasing 767's operated by Abx Air for a year out of LVIA/KILN and this adds Atlas Air to its fleet. It'll be interesting to see which airports Amazon ultimately chooses as hubs.
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Is this a product?
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Wow that is quite innovative. I wonder if it will affect prime prices?
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Wow. Opens the eyes a little bit more about the logistics of getting product to your door the next day.
@chrismonk90 It's crazy. I highly recommend the book "Door to Door" which delves into the insanity that is our transportation system. An underappreciated modern marvel.
I'm kinda a logistics geek. As noted below, Amazon makes up a small percentage of FedEx and UPS's annual income...but that's definitely enough to make them nervous. The fact that Amazon applied for a license as a freight company late last year, together with Amazon door deliveries is no less concerning for them. The question is just whether they limit their involvement to Amazon deliveries or eventually branch out to offering Delivery-as-a-Service.
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