Amazon has in the US slowly been building out its own logistical network. A few days ago they even leased 20 Boeing freight planes to move their own goods.
Amazon has also taken to the seas and registered itself as an ocean freight forwarder. They may now move goods at sea from China to the US, for themselves and other companies.
In the US both FedEX and UPS have said they are not threatened by the e-commerce giant and that they still have good relations. Both logistics companies have basically said no to build out their infrastructure for one client, Amazon, and may therefore be ok with them doing it on their own, maybe.
In Europe the tone is different and DHL have been clear that Amazon now is a threat. British Royal Mail has confirmed that Amazon is eating into their business, after the online giant started building out their own logistics in the UK.
DHL Already Losing Market Share
Something similar is now happening in Germany and maybe even worse as Amazon is competing directly with DHL (Deutsche Post).
In Munich, Germany, Amazon now has 240 delivery vans operated by six sub-contractors, according to the newspaper Handelsblatt. And they have already taken a third of DHL's business in Munich.
DHL says it is a challenge but that it awakens their "sporting ambition". Amazon is however not only looking at moving their own goods, similarly to their plans at sea.
- We know we’re very good at logistics. Why shouldn’t we turn that into an infrastructure offer that others can use?, said Roy Perticucci, Amazon’s European head of logistics, to Handelsblatt.
DHL is estimated to have a 50 percent market share in Germany. A market they could potentially lose parts of to the US rival.