
FedEx: Deeper & Bolder DRIVE Needed
BMO Equity Research IN Tune
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Amazon's Competitive Threat to UPS and FedEx
Amazon's cost per package to deliver is roughly 64% of UPS and 53% of FedEx. Amazon has done an incredible job in the last decade, going from zero packages delivered to being larger than both UPS and FedEx. If its significant pass you were also used to offer delivery services to third parties, we believe the level of competitive intensity in the industry would rise very dramatically.
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