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#amazon-competition
(3 articles)Shipping & Freight
High ImpactJul 30, 2026UPS Struggles as Amazon Flex Threatens Market Share Amid Strong Freight Demand
United Parcel Service's second-quarter earnings reveal a striking divergence in the freight market: while the broader transportation sector reports robust demand and pricing strength, UPS is strugglin
FreightWaves#ups-earnings#amazon-competition#parcel-delivery
Procurement
High ImpactJul 29, 2026Last-Mile Duopoly Crumbles: Retailers Diversify Away From FedEx & UPS
The last-mile parcel delivery landscape is undergoing a structural shift driven by two converging pressures: consumers now expect free shipping in 2.6 days (down from 3.4 days), and traditional carrie
FreightWaves#last-mile-delivery#carrier-diversification#parcel-carriers
Shipping & Freight
High ImpactJul 21, 2026FedEx, UPS Face Fuel Surcharge Pressure as Amazon Looms
FedEx and UPS are facing increased pressure from fuel surcharges that are pushing customers to seek alternative pricing arrangements and discounts. The TD Cowen/AFS Freight Index analysis reveals that
Supply Chain Dive#fuel-surcharges#parcel-pricing#fedex-ups