Amazon vs Walmart
© Florin Seitan | Dreamstime.com

A fascinating article on Observer.com, suggesting that Walmart was at least partly behind FedEx’s decision to dump Amazon as a domestic express customer. As author Brittain Ladd argues, while the contract was small, it was still worth some $850m – revenue that could be replaced by Amazon’s strongest US competitor, Walmart. Walmart and FedEx already have a strong relationship, with FedEx expected to supply the bulk of the retailer’s packages. It would also leave Amazon potentially in the lurch in peak season, unable to rely on FedEx for additional capacity. Expect more Amazon Air deals with Atlas and ATSG, says Mr Ladd. And he ends on a zinger: how can Amazon disrupt the market further? By buying the US Postal Service – something that no doubt will have Trump choking on his burger. 

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