It sounds like it’s more to do with the fact that Amazon built out its own delivery infrastructure and had been giving the less-desirable deliveries to UPS.
For Amazon and UPS, the relationship started to change during the 2013 holiday season after a meltdown of the UPS shipping network led to millions of gifts not arriving in time for Christmas. The debacle spurred Amazon to accelerate the build-out of its own delivery network to reduce its reliance on third-party shippers like UPS.
Estimates suggest that Amazon has spent well over $100 billion to build out its own network. As a result, it delivers the majority of orders itself, leaving outside carriers to deliver less profitable packages.
I will say… Using total dollars spent without adjusting for inflation means that every year/quarter will look like the best year as long as something catastrophic hasn’t happened.
I don’t know if there’s less UPS shipping done by Amazon, but Amazon sales are okay.
https://www.marketplacepulse.com/stats/amazon-north-america-sales
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It sounds like it’s more to do with the fact that Amazon built out its own delivery infrastructure and had been giving the less-desirable deliveries to UPS.
https://www.inc.com/jason-aten/7-words-explain-why-ups-is-cutting-amazon-loose/91145555
I will say… Using total dollars spent without adjusting for inflation means that every year/quarter will look like the best year as long as something catastrophic hasn’t happened.