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Dernek

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  • Dernek commented on The Science of Hitting's article 01-09 23:55
    Some Thoughts on FedEx
    In 2018, I spent a few weeks researching package delivery and supply chain management companies FedEx (FDX) and UPS (UPS). Here’s what I tweeted...
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    Dernek 01-09 23:55
    • I believe competition from Amazon regarding logistics is overblown.  DHL tried and failed to compete with Fedex and UPS, and DHL is logistics company.  Although, it is much smaller company than Amazon with less resources, they had hard time penetrating Fedex and UPS moat. 

      This reminds me of auto parts resellers like O'Reilly and Auto Zone when they got punished in 2017 after Wall Street downgraded them because of fear of Amazon entering their auto parts domain. 

      By the way, nicely writen article.  

       
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