From a little bit of retail corporate experience: people are used to seeing Amazon roll over competitors with under-invested supply chains. There aren't really

From a little bit of retail corporate experience: people are used to seeing Amazon roll over competitors with under-invested supply chains. There aren't really any of those left. Amazon taking on Walmart, Home Depot, or (I assume) Target is going to look very different. Because all have been shoveling money into their supply chain efficiencies for the last 10 years.