Can FedEx Keep Delivering Without Amazon?

by Options Sensei

Tensions between FedEx and Amazon

There is a dynamic tension between FedEx (FDX), the world’s largest packaged goods delivery company, and Amazon (AMZN), the single largest shipper. For years, the former garnered low margins and stresses to its system as even as the latter was building its own internal delivery infrastructure to compete and make it less reliant on FedEx.

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