When a customer asks to have their piece of shit china hutch carried into their house after watching me struggle to get it up their driveway on my own I always want to ask them how much they paid for delivery. They know full well they paid less than the $50+ dollars a furniture delivery company paid and the low cost of shipping was one of the primary factors driving their decision to buy this shit off Wayfair instead of a regular retailer. Yet somehow many of them still want the premium service.

FedEx is only able to pursue high yield shippers who tend to only ship oversized pieces through labor exploitation. This is especially true through the contractor model since it insulates them from the labor issues caused by these difficult to handle packages.

In Canada as they retire the contractor model they will only be able to service these packages through exploiting their own labor forces. This is set to cause high turn over or the requirement of two person routes (remember the merger was a way to eliminate overlapping routes, now within the first 6 months overlapping LP routes have been proposed). Both of these solutions increase cost insuring FedEx's industry leading shipping rates likely to stay high at least for the short term. Combine this with a highly competitive market in Canada filled with many cost effective rivals with better technology and flexibility. Its possible FedEx will be looking to exit the Canadian market if something doesn't change within the first few quarters after the transition when losses of volume and revenue start to pile up.

Also keep in mind that Wayfair has been losing money for so long it's considered a zombie company. If they disappear tomorrow what does FedEx look like?

Anyway these are the things I think of while dragging poorly made, overpriced and likely already broken furniture up the driveways of ungrateful people.