From Seattle's own, GeekWire, July 9:
Look out, UPS and FedEx? A deal this week between Amazon and e-commerce platform BigCommerce is “a clear indication that Amazon is working toward building a logistics services business,” expanding its shipping operations further beyond items sold on Amazon.com, a Wall Street analyst says in a new report.
The announcement “is an important signal that Amazon is increasingly willing to open up its logistics network to outside sellers,” wrote Justin Post, an analyst with Bank of America Securities, in the report Friday morning.
Post reiterated his past prediction that Amazon could generate as much as $15 billion in additional revenue annually by 2025 by providing shipping services for items beyond those sold on its own e-commerce platform.
The company has spent billions building out its logistics operations in recent years, including a growing number of last-mile package Delivery Stations, and the idea would be to leverage that infrastructure in new ways.
It’s a playbook that new Amazon CEO Andy Jassy knows well.
The company followed a similar approach in launching Amazon Web Services — which Jassy ran — taking technology developed for internal use and turning it into a revenue-generating business, and ultimately a mammoth enterprise.....
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