New Decentralized Transport Modes Challenge UPS ... Some Low Quality... Yet, Response Needed
United Parcel Service Cl B (UPS US) and Fedex Corp (FDX US) are being disrupted in the trenches by Uber, Lyft and others, courtesy of Amazon.com...
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E-Commerce in Japan 2017-2022: Relentless Expansion Means Upheaval in Consumer Goods Distribution
E-commerce sales grew just under 10% in 2016 at the most conservative estimate, and we expect double digit growth for at least the next five...
345 Views
Is Trump Right About Amazon? A Deep-Dive into the US and Japanese Postal Service Deals
The postal service spat between President Trump and Amazon is sad – so sad.Ahead of 1Q results on Thursday, Amazon shares are down c10% over the...
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Alibaba (BABA) – Kicking Competitors Out of Cloud Computing with a Stable Negative Margin
Alibaba intentionally keeps the operating margin of cloud computing at -22~23%. The Company has a market share of 48%, but they want more. Cloud...
385 Views
Bapcor's Network Expansion Running at Full Throttle
Demand for auto parts to remain strong, while Bapcor's moat protects it from online threats.While the market appears to be caught up with the fear...
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