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It takes more than being digital to disrupt freight industry
FedEx's Smart(Post) Strategy

Over 200 organizations, including 6 of the industry’s leading firms, look to SJC for guidance and insights:

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FORECAST RECORD
FedEx should integrate express and ground parcel network PUBLISHED SOURCE April/June 2019 JOC “Time for FedEx to operate and compete collectively” Journal of Commerce

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INDUSTRY INTRODUCTION February 7, 2020 FedEx Press Release

FedEx Ground will start to transport and deliver day-definite residential Express shipments.

SJC FORESIGHT: 10 Months
Amazon will build its own delivery fleet like JD.com in China PUBLISHED SOURCE March 2018 DC Velocity JD has 65,000 delivery drivers in China for its e commerce business. According to Jindel, in JD, Amazon sees the kind of company it eventually wants to be.

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INDUSTRY INTRODUCTION September 19. 2019 WSJ

Amazon to add 100,000 delivery vehicles and building up its delivery fleet to become a force in the shipping industry

SJC FORESIGHT: 18 Months
FedEx and UPS need to deliver 7 days a week including Sundays PUBLISHED SOURCE January 8, 2018 “Delaying Amazon’s Onslaught” Journal of Commerce

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INDUSTRY INTRODUCTION May 30, 2019 FedEx Press Release (5/30/19) and UPS Press Release (7/23/19)

FedEx and UPS to offer deliveries on Sundays effective January 2020

SJC FORESIGHT: 16 months

I’m impressed with your team’s ability to aggregate data and draw actionable conclusions, and to forecast industry trends.

Bradley S. Jacobs, CEO of XPO Logistics
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