Amazon’s LTL gap has a name: Forward Air
View original at finance.yahoo.comAmazon’s LTL gap has a name: Forward Air The fastest way for Amazon to add a premium expedited tier to its new national LTL network is to buy the one carrier already built for it — and already on the auction block Amazon (NASDAQ: AMZN) opened its less-than-truckload network to all businesses this week, and the market r…
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Amazon's LTL offering, due to its reliance on an intermodal container pool, will mostly compete in the economy three-to-four-day sub-segment and take share only on the margins rather than threatening premium incumbents
60% confidenceAmazon's LTL service offers lower cost than legacy carriers for economy shipments of one to six pallets
60% confidenceAmazon's asset-light LTL model could be a meaningful disruptor because Amazon has repeatedly demonstrated an ability to gain traction in transportation markets through a flexible and iterative operating model, potentially capturing meaningful share even without best-in-class service and threatening the real-estate-and-service moat that anchors the LTL bull thesis
60% confidenceThe market consensus is that Amazon's LTL entry is a strong economy-tier offering, but not yet a hub-and-spoke carrier in the mold of Old Dominion or FedEx Freight
60% confidenceAmazon's LTL footprint is not yet that of a formidable full-fledged nationwide asset-based operator; the current service is more akin to what brokers offer
60% confidence