Comment / Supply chain radar: Stretching the Amazon vs 3PLs debate – a few ships and planes will never do it

© 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…

… market share data…

… growth rates…

… and Amazon’s share of the market.

A few contacts started ...