We know that Amazon recently [opened](https://www.reuters.com/business/retail-consumer/amazon-opens-up-its-logistics-network-other-businesses-2026-05-04/) up its supply chain services to other companies. Right after that happened, UPS and FedEx stock dropped although it has recovered since then.
I’m no expert in freight, transportation, and logistics, but I do have FedEx shares that I have held for quite a while now.
# How serious is the threat from Amazon?
# What could they do to completely disrupt both FedEx and UPS?
# How likely is it that they might acquire one of these two companies?
# What metrics do I need to look at for FedEx to know whether this is affecting them or not?