According to a recent LinkedIn post from Rwazi, Amazon’s move to open its logistics network to third-party businesses is being framed as a competitive shift that directly targets incumbents such as FedEx and UPS. The post notes that these legacy carriers saw an immediate negative stock reaction, underscoring investor sensitivity to Amazon’s deepening role in logistics.
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The company’s LinkedIn post highlights that merchants may gain additional leverage as more shipping options emerge, potentially pressuring pricing and service terms across the delivery ecosystem. The post also raises a governance and concentration-risk question for businesses, asking whether relying on Amazon as a logistics backbone could consolidate too much power in a single provider and reshape global supply-chain dynamics.