Transportation: Expert Call - Evaluating AMZN's Evolving Role in Transportation, June 23rd at 11a ET

研报英文原文证据摘录

Transportation: Expert Call - Evaluating AMZN's Evolving Role in Transportation, June 23rd at 11a ET

Deutsche Bank

Research

North America Industry Date

Transportation Transportation 22 June 2026

Expert Call - Evaluating AMZN's Evolving

Richa Harnain, CFA Role in Transportation, June 23rd at 11a ET

Research Analyst

+1-212-250-6285

Reminder: join our call tomorrow with a key expert on AMZN

We invite you to join us for an exclusive expert call tomorrow at 11AM ET Megan Makini

featuring Marc Wulfraat, a supply chain and logistics expert with more than 30 Research Associate

+1-212-2501458 years of industry experience. More specifically, Mr. Wulfraat has been developing

and maintaining a comprehensive database of AMZN facilities since 2006,

tracking thousands of its buildings and output metrics. Over nearly two decades,

he has gained deep insights into the company’s evolving logistics, as it has grown

from 20 buildings in its early days to over 3,000 currently.

Topics

Our discussion with Mr. Wulfraat will assess Amazon’s current position in the

freight market, evaluate its existing capabilities, and explore the strategic

rationale behind the company’s recent wave of transportation-related press

releases. We’ll also examine several key topics, including:

• Amazon’s potential to reshape the competitive landscape across the LTL,

FTL, and 3PL markets;

• Whether concerns around emerging competitive pressure in these

markets are substantiated or overstated; and

• The gaps Amazon would need to address within its current network to

become a meaningful competitor in the transportation market.

Please join us for Mr. Wulfraat’s perspective on these issues and a dynamic

discussion of Amazon’s evolving role in transportation.

Register HERE.

Marc Wulfraat’s background: