Why Marketplaces Are Building Their Own Logistics Networks

Marketplaces like Amazon, Walmart, and Shopify are investing billions in building their own logistics networks—warehouses, delivery vans, and last-mile operations. This episode explores the economics behind vertical integration in logistics, using specific numbers from Amazon's fulfillment center expansion and Walmart's acquisition of last-mile startups. We break down the trade-offs: control versus capital intensity, and why marketplaces are betting that owning the supply chain gives them an edge over third-party carriers. Lucas and Luna discuss how this shift affects small sellers, competition, and the future of e-commerce. #MarketplaceLogistics #Amazon #Walmart #Shopify #LastMileDelivery #VerticalIntegration #FulfillmentCenters #SupplyChain #Ecommerce #BusinessStrategy #NetworkEffects #ThirdPartySellers #DeliveryNetworks #LogisticsTech #Retail #BusinessAndTechnology #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo