Amazon(US:AMZN) Huan Qiu Wang·2025-05-20 02:52Core Viewpoint - Stord's acquisition of Ware2Go is a strategic move aimed at challenging Amazon's dominance in the logistics sector, particularly for small and medium-sized enterprises (SMEs) [1][3]. Company Summary - Stord, founded by Sean Henry, is based in Atlanta and focuses on providing end-to-end omnichannel fulfillment, warehousing, and transportation services through a cloud technology platform [3]. - The acquisition of Ware2Go, which specializes in fast delivery solutions for SMEs, is expected to reshape the logistics service landscape for these businesses [3]. - Stord aims to integrate Ware2Go's last-mile delivery capabilities with its own warehousing network to offer a "budget Prime" service, promising logistics solutions that match Amazon's delivery speed but at a 30% lower cost [3][6]. Industry Summary - Amazon's logistics division processed 5.9 billion packages in 2023, accounting for 67% of its total order volume, and has begun offering "Shipping with Amazon" services to third-party sellers, further squeezing traditional logistics providers [4]. - In response to Amazon's market encroachment, UPS and FedEx are adjusting their strategies, with UPS announcing layoffs and closures to cope with reduced order volumes [4]. - Traditional logistics giants face challenges such as rigid cost structures and slow technological advancements, while emerging companies like Stord leverage asset-light models and AI-driven operational efficiencies [4][5]. - Stord's long-term goal is to create a "decentralized" logistics network, optimizing warehouse locations and transportation routes to reduce last-mile delivery costs by 40% [5]. - Analysts predict that Stord's entry into the market will trigger price competition, potentially forcing Amazon to adjust its pricing strategies, as Stord's "budget Prime" service could offer significant savings for SMEs [6].