Amazon has been talking about creating its own fleet of trucks and planes. It is also
talking about selling the excess capacity to other companies. How big of a customer is Amazon for XPO? I guess it's a matter of time that we will lose them as a customer.-- In the past, someone would buy a washer or TV from Amazon and AMZN would call Whirlpool and tell them to take care of it. AMZN does not want to do that. AMZN wants to have its own inventory and take the orders, but that is expensive with UPS. We are enabling AMZN to move away from UPS. If you buy a TV on Amazon, it is coming from XPO. The same applies to all large consumer items, like fridge, washer, dryer, etc.
We are doing last mile for AMZN and it is very important for us. Amazon does not like us talking about our relationship with them, but I will say that AMZN was the 25th biggest customer last year, moving towards top now. We are doing well with AMZN.