Via ReCode – “Macquarie estimates that Amazon accounts for half of all sales growth in U.S. e-commerce, meaning online retailers not named Amazon are battling for around 50 cents of every new $1 spent online. As if that weren’t enough, Amazon also accounts for about a quarter of every new $1 of growth in all of retail, including brick-and-mortar sales, too.”

• This is how Amazon is taking control of delivery – and taking it away from UPS – “As Amazon searches for ways to speed up delivery, the company this year made big strides toward cutting out the middle man and establishing a transportation network analysts say could be worth as much as $450 billion.”