¿Qué significa el regreso de FedEx a la red de Amazon?
By: bitfinanzas|2025/05/13 21:45:09
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FedEx ( FDX ) se une a Amazon ( AMZN ) para entregas de paquetes grandes Amazon anunció un nuevo acuerdo con FedEx para la entrega a domicilio de paquetes voluminosos en Estados Unidos. Esta colaboración marca un giro significativo en su relación tras la ruptura de 2019, y se da justo cuando la empresa busca expandir su red logística con aliados externos. Más de dos tercios de los envíos de Amazon son manejados por su propia red en EE. UU. Sin embargo, el acuerdo permitirá que FedEx se sume a socios logísticos clave como United Parcel Service ( UPS ) y el Servicio Postal estadounidense, con el objetivo de optimizar capacidad durante picos de demanda. Según un portavoz de Amazon, el acuerdo con FedEx será multianual y mutuamente beneficioso . Los términos financieros no fueron revelados, pero ambas partes destacaron el interés en fortalecer la cooperación operativa. Amazon busca diversificar su red tras la salida de UPS El nuevo convenio no busca reemplazar la colaboración que Amazon mantenía con UPS , sino complementarla. A inicios de año, UPS comunicó que reduciría gradualmente más del 50% de su volumen de envíos para Amazon en los próximos 18 meses. Esa decisión generó un fuerte impacto en la operadora logística, que reveló planes para recortar aproximadamente 20.000 puestos operativos y cerrar más de 70 instalaciones, en un intento por contener costos y redirigir recursos. En 2024, Amazon representó un 12% de los ingresos totales de UPS, equivalente a 1.070 millones de dólares . Frente a esta reducción, Amazon optó por robustecer su red con alianzas que aseguren la entrega de productos grandes de forma eficiente y a escala nacional. FedEx se reposiciona como socio estratégico clave La nueva asociación representa una oportunidad de recuperación para FedEx, que había perdido presencia en el canal e-commerce tras su ruptura con Amazon hace cinco años. Desde entonces, la compañía ha trabajado para reposicionarse frente a la creciente integración logística de grandes minoristas. Este movimiento también llega en un contexto donde la empresa busca eficiencia operativa, distribución más flexible y un esquema logístico que combine red propia con operadores externos. La colaboración permite cubrir mejor territorios de difícil acceso, reducir cuellos de botella y responder con agilidad ante la creciente demanda de entregas voluminosas. El acuerdo entre ambas compañías refleja un cambio en la estrategia comercial de AMZN, que prioriza la adaptabilidad en su cadena de suministro. Mientras FedEx refuerza su portafolio de clientes, Amazon consolida un ecosistema logístico diversificado con presencia nacional robusta.
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