Amazon is building a logistics empire — and Morgan Stanley says the e-retailer is now ‘the elephant in the boardroom’ for one of America’s largest trucking companies

  • 📰 BusinessInsider
  • ⏱ Reading Time:
  • 55 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 25%
  • Publisher: 51%

대한민국 뉴스 뉴스

대한민국 최근 뉴스,대한민국 헤드 라인

Amazon is developing a logistics empire. That's discomforting for trucking companies that move Amazon goods.

, is the latest transportation giant that's picked up on Amazon's logistics aspirations. That's according to Morgan Stanley's team of transportation analysts, who recently visited J.B. Hunt's headquarters in Lowell, Arkansas.

Amazon is a top 10 customer of J.B. Hunt and uses all of its service offerings, according to a March 14 Morgan Stanley note to investors. But, now that Amazon is developing its own trucking and transportation network, its dependence on J.B. Hunt might suddenly drop."Amazon is the elephant in the boardroom," Morgan Stanley transportation analysts wrote in the note.

On the other hand, J.B. Hunt's C-suite appears to be comfortable with the idea of Amazon curtailing its dependence on the company's logistics offerings. " believes Amazon is a company in transformation, like Walmart and Home Depot once were," Morgan Stanley analysts wrote."However, J.B. Hunt has more than a decade of relationship with Amazon and understands their customer very well."

"J.B. Hunt will look to grow with Amazon and other customers but management is acutely aware of changing shipper-carrier dynamics and the potential for not just sudden insourcing but also potentially competing with some of their customers, over time," they continued.

이 소식을 빠르게 읽을 수 있도록 요약했습니다. 뉴스에 관심이 있으시면 여기에서 전문을 읽으실 수 있습니다. 더 많은 것을 읽으십시오:

 /  🏆 729. in KR
 

귀하의 의견에 감사드립니다. 귀하의 의견은 검토 후 게시됩니다.

If amazon ever opens pharmacies and gas stations, at whole foods or otherwise, they have essentially replaced basically every single other business that you could shop at. Prime is also one of the best ideas ever period.

대한민국 최근 뉴스, 대한민국 헤드 라인

Similar News:다른 뉴스 소스에서 수집한 이와 유사한 뉴스 기사를 읽을 수도 있습니다.

'Don't trust the strong rally': Morgan Stanley warns stocks aren't out of the woods just yetThe stock market's rally so far this year shouldn't be trusted, Morgan Stanley equity strategists said in a new report. LiveSquawk Don't look for accurate stock market news from BusinessInsider
출처: BusinessInsider - 🏆 729. / 51 더 많은 것을 읽으십시오 »

Is Amazon a friend or foe of the auto industry? Morgan Stanley isn't sureMorgan Stanley's Adam Jonas is closely watching what Amazon's doing in the electric vehicles space. Electric vehicles are still the equivalent of a convertible. They have their points as a niche vehicle, yet fail to have the utility for overall use. Going all in on not ready is bound to bring disappointment.
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »

Morgan Stanley CEO James Gorman: A trade deal will not lead to a 'meaningful' rally in stocksDon't expect a significant boost to stocks if and when the U.S. and China strike a deal on trade, Morgan Stanley CEO James Gorman said Friday. A one day 'pop' then, ya better be careful. SHORT SHORT SHORT There have been multiple warnings to get out for weeks...
출처: CNBC - 🏆 12. / 72 더 많은 것을 읽으십시오 »