Amazon (ticker AMZN) is eating industries. It is expanding rapidly into building its own delivery system. Amazon has stopped using FedEx for its own deliveries in the US. Amazon is estimated to ship around half of their products themselves. Is it only a matter of time before they deliver packages for others.
NYU Professor Scott Galloway said on Dec 24, 2019 that “in the next 24 months, FedEx (ticker FDX) will either be acquired or lose an additional 40%+ in value. The likely acquirer is Walmart (ticker WMT). The gangster move: a merger with Shopify (ticker SHOP)” .
One thing is for certain, the delivery space will not be the same in 5 years.
How can you analyse and monitor the delivery industry? Use filters or an excel addin to find these equities and make your own decision.
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