@JaneWilliams 4 weeks ago
Should I be worried about FedEx???
Should I be worried about FedEx???
okay so opened up its logistics network to other companies and and dropped on the news, recovered since but still got me thinking
I hold and honestly don't know how serious this threat actually is long term
could realistically crush both of these or even acquire one
what should I actually be watching in earnings to know if this is starting to hurt them?
@TallDrive706 4 weeks ago
Competition is worth watching, but FedEx and UPS still have scale advantages. The key signals will be margins, pricing power, and volume trends in earnings.
@Simonwhite 4 weeks ago
honestly i think united parcel service and fedex have such deep moats with enterprise clients that it will take years for amazon to really dominate.
