Amazon and U.S. Postal Service Reach New Deal on Deliveries
Digest more
Amazon could lose one of its most important logistics partners.
More than 1,500 FedEx Office locations are now accepting box-free Amazon returns, expanding a partnership rekindled last year after a six-year split.
However, I see this era of speed as largely over. Today, e-commerce fulfillment, especially on Amazon, is all about compliance. Prep errors incur fees, and stuck inventory can leave you at risk of going out of stock. Compliance is what I've seen best protect you from shrinking margins, lower rankings and stalled momentum.
Nonetheless, its $87 billion market cap is a small fraction of Amazon's market cap of $2.3 trillion. Considering that Amazon routinely sold at a higher P/E ratio in its earlier years, one could argue that MercadoLibre now sells at a reasonable valuation.
The e-commerce giant, under a new plan, will cut back the packages it ships through USPS by 20%, less than the proposal the sides had discussed earlier. Amazon is investing $4 billion to push two-day delivery further across its network—and finding it takes a lot to get packages to the wilds of Montana within 48 hours.
Amazon (NASDAQ: AMZN) and Walmart (NYSE: WMT) reported fourth-quarter results in February. Both companies are chasing the same consumer dollar, but their results reveal two fundamentally different businesses with two very different bets on where retail goes next.
Turn search intent into profit by routing queries from discovery to high-performing terms across Google and Amazon Ads.
For years, Amazon Fresh occupied that middle layer, offering same-day or next-day grocery deliveries while encouraging larger baskets to offset logistics costs. But that model is now being squeezed from both ends.
Amazon said it would add a 3.5% surcharge to some orders, citing rising "fuel and logistics" costs amid higher oil prices.
Running an online store in 2026 is nothing like it was five years ago. Search engines have grown sharper. Customers have grown more demanding. And competition - well, it has never been tighter.
Overview Amazon (35.7%) and Shopify (14%) together control 49.7% of the $1.2 trillion US e-commerce market in 2026.India’s e-commerce market is expected to grow
"If people are treating Amazon as their whole business, they're definitely more at risk. "