The question is, would they ever want to? Launching their own shipping division seems to be more a way of saving money than diversifying. So both companies are likely safe from competition. But the lost revenue will definitely hurt them. They made billions from Amazon. $AMZN $UPS $FDX

Good article, nice addition to the site. $UPS

Thanks for all your comments. And while you are all correct, I suspect that $AMZN is looking to vertically integrate and become a competing shipping industry. Just as they decided to become their own web hosting company and became a dominant player in that space. I suspect they will not only drop UPS, but will begin to compete with it. That could crush $UPS.

30% of #Amazon's $3 billion equates to about $1 billion in revenues for $UPS. #UPS has about $60 billion in revenues so losing $AMZN’s business would reduce UPS’ revenues by only 1.67%. Hardly significant.

I found a 2013 $UPS 10-K filing with the SEC which stated "No single customer accounts for 10% or more of our consolidated revenue."

What percentage of total $UPS deliveries are made up by $AMZN? Is it really that significant?

What about how #Amazon launched it's own truck shipping company and its 20% stake that it purchased in #AtlasAir last month for air deliveries? Seems to me that they are looking to ditch #UPS. I would think that would be a major threat to the company and it's bottom line. $AMZN $AAWW $UPS