#428 - Amazon's Moat Is Cracking + This Week at Weavos

Selling on Amazon with Andy Isom

Andy Isom

Amazon, Business, Amazonfba, Selling, Marketing, Entrepreneurship, Personalbusiness, Productbusiness, Ecommerce, Onlinebusiness

4.9 • 816 Ratings

🗓️ 24 May 2025

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

This week, a logistics startup backed by a recent $200 million funding round made a bold move to challenge Amazon’s dominance—and Walmart quietly beat Amazon at its own game: profitable, fast e-commerce delivery.

In this episode, I break down what Stord’s acquisition of UPS’s Ware2Go actually means for brand owners, why Walmart’s store-powered fulfillment strategy is a serious threat, and how these shifts could impact your dependence on FBA.

Then, I take you behind the scenes at Weavos. I’ll share clips from my strategy call with Owais, how exageration on social media is the key, and how we’re optimizing our clients brands.

If you'd like us to help you as well, please visit: www.weavos.io

Transcript

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0:00.0	This week, a $1.3 billion startup just bought a UPS logistics company, and Walmart is finally competing with Amazon in one of the most important metrics of e-commerce.
0:10.8	Are we witnessing the rise of Amazon's first real threats?
0:29.0	What's up, guys? Welcome back to Built by Business with Andy Isum. Happy Saturday. We're going to do our week and review sort of episode today. Amazon's got some emerging rivals, but is this real competition
0:35.0	or simply just media buzz?
0:38.0	Amazon dominates US e-commerce with 38% or more market share, but cracks in the armor are showing.
0:44.7	New players are leveraging logistics, software, and speed, Amazon's original playbook.
0:51.1	Stored, that's STO-R-D, an e-com logistics startup backed by over $200 million in a new
0:59.0	funding round, leading to a $1.5 billion valuation, has recently acquired UPS subsidiary
1:06.7	Where to Go that specializes in international delivery and cross-border logistics.
1:12.4	This where to go acquisition gives stored the global delivery muscle that it was missing.
1:17.8	This takes stored one step closer to becoming a full-stack FBI alternative,
1:23.9	combining D to C fulfillment, software, and now global last mile delivery.
1:29.6	Here's a statement from Sean Henry, the CEO and co-founder of Stored.
1:34.3	There are a few brands as important in the fulfillment in e-commerce space as UPS.
1:40.3	Over their long and story history, they have become the world's largest and most recognizable
1:46.0	parcel delivery firm. They deliver on average a staggering 22.4 million packages per day all over the
1:54.4	world. It is this impressive pedigree that makes today's announcement extra special. I'm honored
1:59.9	to share that we have closed our acquisition
2:02.1	of where to go. This acquisition and partnership will expand our nationwide coverage with 21 new
2:09.7	fulfillment centers, bringing an additional 2.5 million square feet of warehouse capacity to
2:15.9	store brands. Stored is the consumer experience company.
2:20.9	And we will continue to make the strategic investments and technological developments
	...

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