tightrope © Bennymarty
© Bennymarty

What a logistics environment we live in: if I am right, Amazon will never compete directly with the container shipping companies and may never buy FedEx or any other integrators, either – but deal-making with 3PLs targeting last-mile delivery could be something of a shock.

Without touching upon neutrality, Armstrong & Armstrong recently looked closely at Amazon’s needs and challenges, taking into account a number of factors, including rising capex needs for the incumbents…

(Source Armstrong & Armstrong)

… market share data…

(Source Armstrong & Armstrong)

… growth ...

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