“Amazon is pretty fed up with the third-party carriers being a bottleneck to their growth,” Robert W. Baird & Co. analyst Colin Sebastian said.Solution? build their own airborne shipping infrastructure! Everything from this point forward in the post is rampant speculation as a I have no connection to the company save that as a customer.
Ok.. let's think about this.. A network of jets only gets product from the distribution warehouse to a distant city, not to the end address. So say AtoZco has a distribution warehouse in the Phoenix metro area. The jet network effectively expands the reach of that network to Southern CA, Bakersfield, Las Vegas, maybe Reno, Salt Lake City, Albuquerque, and probably Western Texas.
I suspect AtoZco has a similar network of distribution warehouses throughout the country, maybe Spokane or Boise, Iowa, Kentucky, and Alabama-ish to cover the SE corner of USA. That means just a few planes can cut a day, maybe two off 3rd party deliveries.
And then if AtoZco can get the drone deliveries* up and running... Then they-will-be-golden with 24 hr delivery to most anywhere withing the CONUS a reality.
But this is mere rampant speculation. What do I know? I'm a customer and not in the shipping biz and not at all satisfied with BigBrown. This is the way capitalism is supposed to work - find a need and fill it. Or in this case, when your transportation chain is broken, work around them!
And lately, seems BigBrown tracking is "broken". I received a package yesterday (I didn't have a choice of shipper) that wasn't even shown as "out for delivery". Maybe they are\working the "under-promise, over-deliver" angle.
Again, rampant speculation.
At the very least, maybe it will force BigBrown to up their game, or they will die. That's how Capitalism works. And that's a good thing!
* I'm still not convince on the drone delivery thing.