Rakuten: around 48% of Amazon packages in the US are now delivered by Amazon itself, up from 15% two years ago, when the Postal Service delivered 60%+ packages
Less than a decade after Amazon broke into the logistics industry, it has become its own biggest shipper. Tweets: @sub8u , @rakeshlobster , @cristinagberta , @retailprophet , @whatthebit , and @erica_pandey Tweets: Subrahmanyam Kvj / @sub8u : Amazon is now Amazon's biggest shipper. “Amazon is about 40% of all e-commerce. If they're handling half of their own shipments, that's 20% of the whole market,"https://www.axios.com/ ... https://twitter.com/... Rakesh Agrawal / @rakeshlobster : Would love to know if USPS spent extra on infrastructure for Netflix and Amazon and whether they made a profit on that investment. Or, was it all filling unused capacity due to declining mail volume? https://www.axios.com/... Cristina Berta Jones / @cristinagberta : First FBA, then AWS, next up shipping: “Amazon will be able to ship products for about two-thirds the rates of UPS and FedEx. Its trucks and planes are out delivering Amazon packages anyway so it can offer shipping at cost, instead of collecting a margin.” https://www.axios.com/... Doug Stephens / @retailprophet : As anticipated and laid out in #ReengineeringRetail. In fact, shipping will become Amazon's next AWS- like revenue stream as they become the industry benchmark for shipping excellence. https://twitter.com/... Stefan Constantine / @whatthebit : Amazon literally said this report is BS. https://twitter.com/... Erica Pandey / @erica_pandey : Amazon has beat out FedEx, UPS and the U.S. Postal Service to become its own biggest shipper, per Rakuten Intelligence analysis of millions of tracking numbers https://www.axios.com/...