Amazon’s Ambition to Compete Directly with UPS and FedEx

Re:Amazon’s Ambition to Compete Directly with UPS and FedEx by rgbrenner on Wednesday September 28, 2016 @03:00PM (#12600289)

Amazon is growing quickly, and entering more markets..

but there's no reason to be alarmed. Amazon really isn't as big as they look. Revenue last year: $107B

Compare that to other things: About 1/5th of Walmart. 2/3rds of CVS. 10% less than Costco. 1/3rd more than Target. 15% more than Home Depot. Sure they're #1 in ecommerce, but ecommerce is only 16% of retail sales in the US.

There are actually quite a few companies the size of Amazon. And many of those companies are actually more profitable than Amazon too.

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Re:Amazon’s Ambition to Compete Directly with UPS and FedEx by cosmoharrigan on Wednesday September 28, 2016 @03:09PM (#12600369)

Units from third party (3P) sellers made up 49% of total units in Q2 2016, and Amazon only reports their commission as revenue for 3P sales rather than the total gross merchandise volume (GMV). A better comparison point is thus GMV, which was estimated at $225B for 2015[1], compared to $482B for Walmart.

[1] http://www.channeladvisor.com/blog/?pn=scot/deep-dive-into-a...

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Re:Amazon’s Ambition to Compete Directly with UPS and FedEx by swalsh on Wednesday September 28, 2016 @04:26PM (#12601054)

Millenials and those younger than them prefer eCommerce. Combine that with increasingly better service, and the trend of it increasing will continue. There's a reason Walmart bought jet.com. eCommerce is important, and they sucked at it.

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Re:Amazon’s Ambition to Compete Directly with UPS and FedEx by shambala on Wednesday September 28, 2016 @04:30PM (#12601099)

And Walmart will still suck at eCommerce, even after buying jet.com. That purchase was a blunder.

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