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Amazon: Yet Another Massive Market on the Horizon

Amazon has “powerhouse potential” in the large transportation and logistics market, dominated by global enterprises such as DHL, FedEx, and UPS.

Amazon is not finished disrupting industries.

Just as Amazon leverages infrastructure behind the core retail business to grow AWS and Marketplace, there is evidence the company may extend its increasingly complex and technology-centric logistics and delivery platform as a third-party offering.

In this “deep dive” report, we highlight Amazon’s unique advantages in a $400-450Bn incremental market opportunity.

  • Global logistics is a highly competitive market that we believe has yet to fully capitalize on the emergence of web-based technologies such as cloud computing
  • Significant addressable market size and market cap open for disruption
  • Our assessment of Amazon’s broadening fulfillment ecosystem
  • Ideal customers for ATL (Amazon Transportation & Logistics)


Potential Areas For “Amazon Transportation and Logistics” Disruption

Source: Bain & Company, Robert W. Baird

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Amazon: Yet Another Massive Market on the Horizon
Amazon has “powerhouse potential” in the large transportation and logistics market, dominated by global enterprises such as DHL, FedEx, and UPS.
More Resources