07-25-2019, 09:12 AM
I don't see Amazon Air as a serious threat to FDX or UPS any time soon. They operate very differently (Amazon is just pre-positioning products near distribution centers). Also, compared to FDX's operations, Amazon Air is 1/10 the fleet size of FedEx mainline (excluding Feeder), and Amazon serves a less than a quarter of the markets FDX does, with half the fleet utilization. Perhaps someday what Amazon Air is building in Cincinnati will undercut what FDX has built at Memphis and UPS at Louisville, but that day is a long way off.