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FedEx and UPS do better this year, but Amazon lurks

If UPS and FedEx are going to continue to be competitive with Amazon, they need a long-term strategy.

UPS and FedEx have spent a lot of money getting up to speed for this holiday season. And they’ve done well. But long term, they may need to do a lot better because Amazon is disrupting  the shipping business. The big carriers will have to think differently if they want to continue to compete, particularly if Amazon decides to get into the shipping game itself.

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