|
Replies: 12
| visibility 101
|
Oculus Spirit [97823]
TigerPulse: 100%
Posts: 64946
Joined: 7/13/02
|
So Home Depot is delivering new shutters.
2
Nov 27, 2023, 11:20 AM
|
|
We needed 18 of the things, so I purchased 9 pairs.
I just got NINE emails from UPS about a delivery coming today. Whatever happened to the Home Depot truck coming by and dropping off all of them?
|
|
|
|
 |
Hall of Famer [21990]
TigerPulse: 100%
Posts: 8627
Joined: 9/11/11
|
they haven't had their own fleet in a while
1
Nov 27, 2023, 11:27 AM
|
|
especially not for DTC.
any last mile delivery they do have is allocated for HD Supply now that they're back under the Home Depot umbrella.
broader point, the LTL / Freight last mile delivery space is getting gobsmacked by UPS and FedEx. Since Amazon took most of their freight under their transportation group, those two got a lot of capacity.
Amazon's transportation budget was over $30B in 2019, think they're pushing $80B today. They spend as much in transportation as UPS makes in a year.
Given all this mix up, and the concentration of market dominance by UPS and FedEx (which as you know leads to higher pricing), I'm actually working with a few customers right now to figure out ways to get more self-reliant within the last mile space and mimic what amazon is doing.
The whole Teamsters strike at UPS certainly helped propel that strategy.
|
|
|
|
|
|
Oculus Spirit [97823]
TigerPulse: 100%
Posts: 64946
Joined: 7/13/02
|
Well, Home Depot is a 5-minute drive from my house.
1
Nov 27, 2023, 11:46 AM
|
|
I'd pick them up myself if I had a truck.
|
|
|
|
|
|
All-In [27232]
TigerPulse: 100%
Posts: 15742
Joined: 1/26/22
|
ARE YOU INTERESTED IN THE MARKET FOR SUCH A TRUCKULAR VEHICLE?***
1
Nov 27, 2023, 11:54 AM
|
|
|
|
|
|
|
|
Oculus Spirit [97823]
TigerPulse: 100%
Posts: 64946
Joined: 7/13/02
|
Son's about to get his license.
2
Nov 27, 2023, 12:11 PM
|
|
We need one. Plan was to get him a used one.
Not interested though in a $43,000 used 2018 pickup truck with 170K miles.
|
|
|
|
|
|
All-In [46871]
TigerPulse: 100%
Posts: 30767
Joined: 8/11/15
|
Truck market and Housing markets are ridiculous***
2
1
Nov 27, 2023, 12:18 PM
|
|
|
|
|
|
|
|
All-In [27232]
TigerPulse: 100%
Posts: 15742
Joined: 1/26/22
|
|
|
|
|
|
Hall of Famer [21990]
TigerPulse: 100%
Posts: 8627
Joined: 9/11/11
|
|
|
|
|
|
All-In [27232]
TigerPulse: 100%
Posts: 15742
Joined: 1/26/22
|
IMO Amazon's transportation network is the most impressive/valuable
2
Nov 27, 2023, 11:54 AM
[ in reply to they haven't had their own fleet in a while ] |
|
aspect of their company.
Same for Oculus and Meta. Once Meta figures out they want to get into live sports with Oculus, gonna be a game-changer. Imagine courtside seats for $15.
|
|
|
|
|
|
Hall of Famer [21990]
TigerPulse: 100%
Posts: 8627
Joined: 9/11/11
|
including warehousing, I agree
2
Nov 27, 2023, 11:55 AM
|
|
albeit, that's probably obvious haha
however, I think the Street would argue the AWS is more valuable.
|
|
|
|
|
|
All-In [27232]
TigerPulse: 100%
Posts: 15742
Joined: 1/26/22
|
well yeah there's that too. ;)
1
Nov 27, 2023, 11:57 AM
|
|
It's just amazing to me that Bezos was like, "We're losing too much money outsourcing shipping" and then created a nationwide delivery network that now drops off orders within hours.
|
|
|
|
|
|
Oculus Spirit [81246]
TigerPulse: 100%
Posts: 56281
Joined: 9/13/04
|
Seeing as AWS is buying compute from Microsoft now
1
Nov 27, 2023, 12:01 PM
[ in reply to including warehousing, I agree ] |
|
I'm not sure what to think about AWS.
|
|
|
|
|
|
Oculus Spirit [81246]
TigerPulse: 100%
Posts: 56281
Joined: 9/13/04
|
Real shutters, or those vinyl/plastic ones like I tore off my house and threw
1
Nov 27, 2023, 12:00 PM
|
|
away?
Cause had I known, you could have had the vinyl plastic ones
|
|
|
|
|
|
Replies: 12
| visibility 101
|
|
|
50
