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DC Velocity reports that Amazon's in-house delivery business "is on track to be roughly the same size as FedEx Corp. in the U.S. by 2020 and as big as UPS Inc. by 2022, an executive at the investment bank Morgan Stanley said in a conference on Wednesday.

"The Amazon Logistics division is riding a wave of huge parcel sector growth that was already simmering before the pandemic, and has since boiled over as coronavirus factors have compressed three years of predicted growth into a six-month period, Ravi Shanker, executive director at Morgan Stanley, said in remarks at the virtual Parcel Forum trade show.

"Seattle-based Amazon is currently stocking that swelling network purely with its own packages, handling increasing volumes of deliveries through its in-house capabilities as opposed to paying FedEx, UPS, or the U.S. Postal Service to carry them. But as its internal logistics capabilities grow, Morgan Stanley is predicting that Amazon will likely launch a third-party delivery service as soon as 2021, Shanker said."

KC's View:

My daughter was mentioning the other day that we seem to see as many or more gray Amazon Prime trucks on our street as FedEx, UPS or USPS trucks … and I suggested to her that I'd guess that it won't be long before those gray vans will be delivering a lot more than Amazon orders.   

I love it on those rare occasions that other people come out and make observations that make me look to my kids like I might actually know something.