FedEx president and chief executive Raj Subramaniam said Amazon's new third-party logistics platform would not rival FedEx's global network, reported London's Air Cargo News.

Speaking to CNBC, Mr. Subramaniam stated that FedEx operates a true end-to-end global system, capable of moving shipments anywhere in the world within days. He argued that Amazon's offering was a non-asset 3PL play, unlike FedEx's integrated network.

Amazon launched its Supply Chain Services earlier this month, with Procter & Gamble, 3M, Lands' End, and American Eagle Outfitters among the early customers. The platform covers freight, distribution, fulfillment, and parcel shipping, supported by 80,000 trailers, 24,000 intermodal containers, and 100 aircraft.

Industry commentators suggested that the move could threaten UPS and FedEx, with both firms' shares falling about 10 percent after the announcement. Carnegie Investment Counsel vice president Christopher Henry noted that Amazon's tech leadership and AI-driven optimization could intensify competitive pressure.

Mr. Henry pointed out that Amazon's vertical integration and robotics capabilities could offer shippers better visibility, faster service, and lower costs. However, analysts warned that companies may hesitate to entrust cargo to a competitor, fearing shipments could be deprioritized during peak periods.

Mr. Subramaniam emphasized FedEx's long-term contracts and global reach, insisting that Amazon's announcement did not match the scale or reliability of FedEx's established network.