Colin Sebastian, an ecommerce analyst for Robert W. Baird, predicts in a research note that Amazon will find the lure of an incremental opportunity in the estimated $400bn-$450bn transportation and logistics sector too good to pass up, even dubbing it "Amazon Transportation and Logistics."
"We note there is currently $170bn in market capitalization in legacy (logistics and transportation) companies that may be ripe for disruption," Sebastian said in his note. "Just as Amazon Web Services (AWS) contributes an incremental $50bn in Amazon value, we believe logistics could ultimately add billions more." He also notes Amazon's ever-growing network of fulfillment and sortation centers – 167 globally, with 92 in the U.S.
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