June 13, 2019 — Amazon is a company of big thinkers. In fact, one of Amazon’s leadership principles is ‘Think Big,’ and the term is frequently spoken inside the company. For Amazon to grow and take market share away from Walmart and other retailers, Amazon must increase the size and scope of its logistics network and capabilities. Brick and mortar retailers are experts at moving pallets. Amazon has expertise in shipping packages. Therefore, Amazon requires a more extensive last-mile delivery capability than traditional brick and mortar retailers. Amazon has plans to invest an additional $800 million in 2019 on its logistics network, but it’s not enough to give Amazon a competitive advantage. Walmart, and even Home Depot, are investing billions in their e-commerce and retail logistics capabilities as well. Again, tit for tat.
I believe the time has come for Amazon to go nuclear on Walmart and every other retailer in the U.S. How? By acquiring the U.S. Postal Service (USPS).
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