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I think fedex, UPS might have a chance for disrupting Amazon like Amazon is disrupting them by providing warehouse space to Brands that want to move off Amazon

• sjg007 7y ago
  I think Shopify is doing this... regardless it makes sense for Nike to do its own fulfillment. They have Nike stores already in most major markets. I think there is a trend now to consolidate around a brand. I see a lot of folks who wear lulumon or under armor basically exclusively. This might be a lifestyle play viz vie the apple store model.
• fgonzag 7y ago
  The fact that they haven't is baffling. before amzn had their own logistics, the hardest part of Amazon's business (free 2 day shipping) was handled completely by them. Join up with Walmart or other mega retailers (just for brand value), and make the biggest online curated marketplace. First party sales only, no third party. I would drop my prime membership the same day and pay up to 50% more for free shipping from such a market place.