全球跨境物流与电商行业正经历一场深刻变革，UPS、FedEx两大物流巨头及亚马逊的动态引发市场高度关注。近期，FedEx与UPS相继宣布大规模裁员计划，这一举措不仅折射出企业运营策略的调整，更揭示了美国电商市场增速放缓背后的深层逻辑。

Both companies initially grounded their MD-11 fleets last fall after a fatal UPS jet crash in Louisville.

据讯，由于冬季风暴的持续影响，带来暴雪、冻雨、强风暴等恶劣天气，阻碍了交通网络，在本周美国三大快递USPS/UPS/FedEx先后发布了延误预警。 根据FedEx在当地时间1月28号发布的最新预警消息显示，为减轻冬季风暴对美国各地（包括孟菲斯和印第安纳波利斯枢纽）的影响，FedEx已启动应急预案——发布全国服务中断通知！

美国快递巨头联邦快递（FedEx）近日亦表示，计划在法国裁减最多500个岗位，并将其在法国的运营站点由103个缩减至86个。FedEx指出，法国的快递与快运市场长期由竞争异常激烈、成本压力极高的本土包裹业务主导，这也是推动本轮决策的重要背景。

增速放缓的背后，是美国电商行业竞争的加剧。据Marketplace Pulse的数据，在亚马逊上，活跃卖家数量较高峰期下降了约四分之一。与此同时，年销售额超过1亿美元的头部卖家数量却增长至原来的四倍。一减一增的数据充分证明：头部卖家与中小卖家的差距正持续拉大，流量与资源正加速向头部及专业化玩家集中，也推动整体运营水平向精细化转型。

FedEx and UPS warned of severe weather impacts at key air cargo hubs, while the USPS temporarily halted live cargo shipping.

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