Resultados 1 a 4 de 4
  1. #1
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    [EN] Amazon, in Threat to UPS, Tries Its Own Deliveries

    A delivery network could transform Amazon from an online retailer into a full-service logistics company.

    The future of Inc. is hiding in plain sight in a San Francisco parking lot.

    There, adjacent to recently closed Candlestick Park, Amazon is testing its own delivery network for "the last mile," the final leg of a package's journey to consumers' doorsteps. Trucks loaded with Amazon packages and driven by Amazon-supervised contractors leave this parking lot for homes and offices around San Francisco. Similar efforts are under way in Los Angeles and New York.

    Delivering its own packages will give Amazon, stung by shipping delays last Christmas, more control over the shopping experience. The retailer will gain flexibility regarding when packages are delivered and help in containing shipping expenses, which grew 29% last year. As a percentage of sales, Amazon's shipping costs have grown each year since 2009, according to securities filings.

    Just as important, the new delivery efforts will get Amazon closer to a holy grail of e-commerce: Delivering goods the same day they are purchased, offering shoppers one less reason to go to physical stores. With its own trucks, Amazon could offer deliveries late at night, or at more specific times.

    The move is a shot across the bow of United Parcel Service Inc., FedEx Corp. and the U.S. Postal Service, which now deliver the overwhelming majority of Amazon packages. It is also a challenge to arch-rival Wal-Mart Stores Inc., eBay Inc. and Google Inc., each of which is testing deliveries.

    Ultimately, a delivery network could transform Amazon from an online retailer into a full-service logistics company that delivers packages for others, according to former Amazon executives. They caution that any such effort likely is years away.

    Delivery is a big step in Amazon's seemingly limitless ambition. Not content to be the world's largest Internet retailer, Amazon has branched into original video programming, set-top boxes for streaming video, and soon, smartphones, among other things.

    It is far from clear that Amazon will achieve its goals. UPS, founded in 1907, has a head start of more than a century. Industry observers say it will be difficult for Amazon to match the efficiency of UPS or FedEx in more than a handful of U.S. markets, simply because it will be delivering fewer packages over a wider area.

    Amazon quietly began rolling out the delivery network in the U.S. late last year, in packages labeled "AMZL" and "AMZN_US." Customer-service representatives and former employees say those codes designate Amazon's in-house delivery network. Customers who've received the packages said they appear to use a different tracking process, with no links to an outside shipper.

    Next up for Amazon is Treasure Island, a man-made spit of land in San Francisco Bay. Amazon is reviewing a lease for a site on the island to house trailers and delivery trucks, according to a person familiar with the matter. From there, Amazon would dispatch delivery trucks into San Francisco, likely late at night and early in the morning when traffic is lighter and fewer island residents would be disturbed, this person said.

    Amazon offered a peek at the delivery network in a recent job posting on its website.

    "Amazon is growing at a faster speed than UPS and FedEx, who are responsible for shipping the majority of our packages," the posting reads. "At this rate Amazon cannot continue to rely solely on the solutions provided through traditional logistics providers. To do so will limit our growth, increase costs and impede innovation in delivery capabilities."

    "Last Mile is the solution to this. It is a program which is going to revolutionize how shipments are delivered to millions of customers."

    As a prelude to the U.S. moves, Amazon has been testing a delivery network in the U.K. "We've created our own fast, last-mile delivery networks in the U.K., where commercial carriers couldn't support our peak volumes," Mr. Bezos said in his annual letter to shareholders earlier this month. "There is more invention to come."

    Typically using small couriers, Amazon delivers packages under the "Amazon Logistics" moniker and recently acquired an option to invest in Yodel, a U.K.-based parcel-delivery service. Dave Clark, Amazon's vice president for world-wide operations, said in November that Amazon would use its own trucks to make Sunday deliveries in London.

    Amazon declined to comment.

    At San Francisco's Candlestick Park, formerly home to the NFL's 49ers, Ryder trucks are scattered around the parking lot, amid rows of bright green AmazonFresh trucks for Amazon's same-day grocery-delivery service. Trailers arrive each morning, and their contents are then transferred to vans or trucks for deliveries in and around San Francisco, said one person familiar with the operation.

    The precise logistics between Amazon warehouses and the "Last Mile" logistics hubs couldn't be learned and the company doesn't discuss those specifics.

    The exchange cuts out larger carriers. Typically, Amazon packages are trucked from a distribution center to large hubs operated by FedEx, UPS or a smaller regional carrier. Those companies either deliver the merchandise themselves or hand it off to the Postal Service for the last mile. Last fall, Amazon said it would use the Postal Service to begin Sunday deliveries in the U.S.

    Planning for the delivery network began several years ago, but the project took on added urgency last winter after UPS and FedEx failed to deliver Amazon packages to some customers by Christmas, according to two people familiar with the matter. Amazon blamed the carriers, but offered $20 credits to many affected customers.

    "What happened during Christmas cost a huge amount of money" for Amazon, UPS and FedEx, said Marc Wulfraat, president of logistics consulting firm MWPVL International, which tracks Amazon closely but isn't working with the retailer.

    If Amazon expands its delivery network, it would likely rely initially on cheaper, more flexible regional carriers—such as the East Coast's LaserShip Inc. and the West Coast's OnTrac—as well as the Postal Service for deliveries, according to supply-chain experts and logistics consultants. That would affect package volumes at UPS and FedEx, potentially hurting their efficiency. LaserShip and OnTrac declined to comment.

    Sanford C. Bernstein & Co. analysts estimate that Amazon shipped about 608 million U.S. packages in 2013. The Postal Service handled 35%, UPS 30%, regional shippers 18% and FedEx about 17%. The distribution hasn't changed much in recent years.

    UPS and FedEx ground rates on average have increased 3% to 5% annually in the past five years, an incentive for Amazon to develop its own delivery service, industry observers say. Amazon cited rising shipping costs in boosting the price of its Prime unlimited two-day shipping membership in the U.S. by $20, or 25%, earlier this year.

    Amazon typically pays between about $2 and $8 to ship each package, according to shipping-industry analysts, with the cheapest option through the Postal Service and the most expensive via UPS or FedEx.

    Amazon shipments should account for less than 1% of revenue for both FedEx and UPS, said Jack Atkins, an airfreight and logistics analyst at Stephens Inc. That suggests Amazon's delivery network would have a limited effect on the shippers' profits, at least initially.

    FedEx Chief Executive Fred Smith in December said that Amazon "can unquestionably do local deliveries should they choose to do so." But he said the vast majority of packages would continue to be moved by FedEx, UPS and the Postal Service. A FedEx spokesman declined to comment further.

    A UPS spokesman declined to comment on a specific customer.

    Amazon's in-house delivery efforts have experienced hiccups. Online forums in the U.K. are rife with customers reporting missed, late or inaccurate deliveries. Several packages shipped to The Wall Street Journal's San Francisco office assigned to "Amazon Logistics" arrived several days after their guaranteed delivery dates. Customer-service representatives said that because the division is new, it is more difficult to track packages.

    David Steigman, a focus group recruiter in San Francisco, said two recent orders of DVDs like "The Hobbit" with tracking information for "AMZN_US" repeatedly missed Amazon's own delivery deadlines.

    "After the first time, I asked them not to ship me anything using that service, but they did it again anyway" said Mr. Steigman. "I don't want to be Amazon's test market for their new shipping idea—that's not what I am paying for."

  2. #2
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    Who Wins and Who Gets Crushed by an Amazon-Owned Delivery Network

    April 25, 2014

    By Jason Del Rey

    Retail and e-commerce industry execs have long expected Amazon to experiment with bypassing UPS and other big logistics players to deliver orders to customers’ doors itself. That time has reportedly come, according to The Wall Street Journal.

    Amazon has not commented on the report, but former Amazon execs and industry observers I’ve spoken with believe it to be true.

    The test, which is currently taking place in San Francisco, Los Angeles and New York, according to the report, has the potential to allow Amazon to make same-day delivery a regular occurrence. In e-commerce, that is huge.

    Here’s a look at the impact of an Amazon-owned delivery network on rivals and other industry players.


    Google Shopping Express and eBay Now: Both of these services offer same-day delivery of food, clothes and some other products from big-name retailers such as Costco, Macy’s and Whole Foods. While each has exclusive partners, there is some overlap, such as Walgreens and Target.

    At first blush, Amazon’s arrival in the same-day delivery space sounds like a bad thing. But I think it will actually benefit one or both of these players for two reasons. First, Amazon’s entrance will likely increase customer awareness for same-day delivery services. And that, in turn, should lead to more customer adoption of these programs, taking more share from physical retailers.

    The effect, industry execs believe, is that more big name retailers start partnering up with Google and eBay to get differentiated products into the hands of their customers as quickly as possible.


    Slow-footed big-name retailers: The smart ones will figure out a way to experiment with same-day shipping services, whether by partnering with Google and/or eBay or with younger logistics companies such as Deliv.

    The rest, especially those that don’t offer a product selection all that different from what is available on, will be in bigger trouble than they already are.

    UPS, FedEx: Amazon’s decision to go around these traditional logistics powerhouses to make deliveries in certain cities isn’t a good thing for them. But how hard it hits them will depend on how widely and quickly Amazon rolls out its own delivery network and how successful it is.

    The answer to that last question isn’t a sure thing, as the delivery process that happens in the so-called “last mile” of the supply chain has the potential to be the most error-ridden and costly, some execs say. At the same time, it’s hard to imagine a significant near-term hit to these businesses, with Amazon accounting for less than a percent of revenue at both companies, according to the estimate of an analyst who spoke to The Wall Street Journal.

    But with the move, Amazon surely has their attention. Amazon drives a ton of volume through these shippers and if Amazon succeeds at this local delivery network, UPS and FedEx will eventually feel it.

    “Jeff thinks about all of the core assets as platforms and wants to drive maximum utilization through the platforms to get more efficient, achieve greater scale, build competitive advantage, etc,” one former longtime Amazon exec said in an email. “To drive scale and utilization, you need to put as much through the system as possible. So if they can execute on building out local delivery, their appetite (for what to put through the system) will be endless. They will think about it in terms of taking out UPS and FedEx.”

    Too soon to tell

    Walmart: The news definitely isn’t positive for Walmart, but the company has the logistics infrastructure and know-how to do something similar, according to industry execs. Whether they choose to, and how aggressive they would be, remains to be seen.

    So far, the company has taken a conservative approach to experimenting with same-day delivery, only running pilots in two test markets. It has also said that in at least one of the markets, its customers prefer to order online and pick up at the store than to get the goods delivered to their homes. But if Amazon steps on the pedal, Walmart may be forced to get more aggressive.

    Última edição por 5ms; 25-04-2014 às 18:44.

  3. #3
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    Documentário com 1h de duração

    Business Boomers Season 1, Episode 3 – Amazon’s Retail Revolution

    Discover the ultimate online retail success story of the Internet giant.

    Air date: Apr 21, 2014 | BBC Two (UK)
    Genre: Documentary

    Business.Boomers.S01E03.Amazons.Retail.Revolution. HDTV.x264-C4TV.mp4


  4. #4
    WHT-BR Top Member
    Data de Ingresso
    Dec 2010

    In Battle with Amazon, Google Expands Same-Day Delivery Service

    By Alistair Barr

    Google is expanding its same-day delivery service to Manhattan and West Los Angeles as the Internet-search giant competes with for consumer purchases.

    The company launched Google Shopping Express last year in the San Francisco Bay area. The service lets people order online and pay for packaged foods and other items, such as toys and diapers, from physical stores operated by retailers including Costco, Target and Walgreen. The products are delivered to consumers’ residences by small vans within hours.

    Google is offering the service free for the first six months in each metro area; after that, it will charge a fee of about $4.99 per store.

    Google and, the world’s largest Internet retailer, are competing to be shoppers’ primary online destination and merchants’ preferred place to reach those consumers.

    Amazon has become a popular first stop on the Web and smartphones for people searching for products, taking away some lucrative search advertising business from Google. That competition has intensified as Amazon has introduced faster delivery and more food and consumer packaged goods that people buy more often.

    Last week, Amazon broadened its same-day delivery service, adding Dallas and San Francisco to the dozen cities where it was already available.

    Amazon and Google approach this differently. Amazon uses its existing network of fulfillment centers to deliver products quickly. Google picks up products from retail stores.

    That gives Amazon more control over the delivery process and the products stored in its warehouses. But Google saves the cost of building warehouses, by working with existing stores.

    Google is bringing its delivery service to all of Manhattan with Babies “R” Us, Costco, Fairway Market, L’Occitane, Staples, Target, and Walgreen. The company said in a blog that it also wants to bring Shopping Express to Queens and Brooklyn in the coming months.

    In the Los Angeles area, Google Shopping Express will cover Culver City, Inglewood, Marina Del Rey, Santa Monica, Venice, West Los Angeles, and Westwood and include retailers like Costco, Guitar Center, L’Occitane, Smart & Final, Staples, Target, Toys “R” Us, Babies “R” Us, and Walgreen.

    Google said it will expand the service soon to other parts of Los Angeles, Bel-Air, Beverly Hills, Pacific Palisades, Playa del Rey, Playa Vista and West Hollywood.

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