Thread by @minethatdata

P.S: The thesis is far reaching. Ford cannot make money selling conventional cars, but can make money selling transit chassis for Amazon vans.

Ponder that for a moment.

Meanwhile USPS cannot be counted on to deliver packages or mail.

https://twitter.com/minethatdata/status/1298864973028851713

P.P.S.: And UPS / FedEx are telling my clients to stop marketing ... TO STOP MARKETING ... because they cannot promise they can deliver outgoing packages this fall.

P.P.P.S.: Think about this. Stores die due to COVID-19 and the failed omnichannel era, pushing sales into e-commerce where politics (USPS) and volume (UPS / FedEx) thwart e-commerce at the very time when Amazon has their own delivery fleet enabling an a-commerce takeover.

P.P.P.P.S.: How does the Shopify / Big Commerce / Magento / MailChimp supported $2,000,000 brand navigate this situation?

How does L.L. Bean navigate this situation?

I'm going to bed ... but this is the world I'm going to think about over the next several days, because this is what is impacting my customer base.

Strong Hint: We're gonna need a fleet of vans that aren't owned by Amazon, USPS, UPS, FedEx to navigate the future.

And with a lack of business travel, one wonders how Uber / Lyft figure into a future solution?

Core argument:

COVID-19 ends 1900s retail.

Surge of orders into e-commerce cause e-commerce vendors (USPS, USP, FedEx) to buckle, harming e-commerce while helping a-commerce (Amazon) and their fleet of vans.

Our job? To respond.