UPS
FedEx
USPS
All about 50 billion in revenue of which net income is +/- 5%.
I think this industry is a key to Amazon's advantage. Logistics and transportation.
2/3 are Prime members and free shipping has become the consumer luring tool.
I think also that's why it purchased a brick-and-mortar in Whole Foods.
I think USPS is most vulnerable to Uber self-deliveries and Amazon self-deliveries.
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