Walmart just lightly threatened carriers & owner operators that if they work for Amazon they can expect lower priority from Walmart in the future (1) Walmart p

Walmart just lightly threatened carriers & owner operators that if they work for Amazon they can expect lower priority from Walmart in the future (1) Walmart presently represents ~14% of the total capacity of one of America's largest carriers - Swift transport - and likely similarly important elsewhere. (2) Obvious outcome down the road is that one of these behemoths snaps up a convoy / other plays in the space to secure capacity. But would they rather buy an "asset light" business like Convoy, that has no actual trucks / drivers / or control, or will they be more interested in an "asset heavy" carrier that has technology / driver / and trucks? (1) http://www.dcvelocity.com/articles/20170627-wal-mart-warns-motor-carriers-to-stop-hauling-amazon-loads-consultant-says/ http://www.dcvelocity.com/articles/20170627-wal-mart-warns-m... (2) http://www.zerohedge.com/news/2017-06-28/it-begins-walmart-warns-truckers-it-will-no-longer-work-them-if-they-move-goods-amaz http://www.zerohedge.com/news/2017-06-28/it-begins-walmart-w...