I think that we are about to see another dramatic shift in the way business works. Wal-Mart changed the way most of America purchased it’s products a couple of decades ago from having to go to lots of smaller stores to purchase pricey goods, to going to one giant supplier to get most goods at low prices.
Right now, there are tens of thousands of small ecommerce websites and a few larger ones. I think that over the next five years we are going to see a massive shake up with a few monster websites that best manage logistics taking over most sales business done online and greatly expanding the amount of people who purchase items online. The most efficient shipping companies stand to benefit from this- FedEx or even Wal-Mart’s supply chains are the most obvious immediate beneficiaries. Invest in them.