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Sorry it’s just FedEx that goes bankrupt. To be clear UPS becomes GameStop $GME UPS is the missing piece that actually makes an "anti-Amazon" alliance mechanically possible. Neither GameStop nor eBay wants the hundreds of billions in capital expenditure required to replicate Amazon Logistics. UPS, on the other hand, already owns the middle mile, sorting hubs, and fleet infrastructure—and crucially, UPS is actively incentivized to curb Amazon’s dominance. Here is how UPS fits into this architecture: 1. The Real-Estate Arbitrage: UPS Access Points Inside GameStop UPS already operates over 78,000 "UPS Access Point" locations (at CVS, Advance Auto Parts, local bodegas) to aggregate drop-offs and slash last-mile residential delivery costs. GameStop stores are uniquely positioned in dense suburban strip malls, usually with dedicated parking and retail staff ready to handle small parcel transactions. By turning GameStop into an official UPS/eBay intake depot, GameStop avoids buying delivery vans. Instead, UPS brown trucks make one consolidated daily pickup from each store, carrying authenticated, packaged peer-to-peer eBay goods directly into the UPS regional sort network. In fact that new GameStop is half-UPS half GameStop if you look at the mall map 2. Solving the "Boxless" Return & Drop-Off Problem Amazon’s greatest consumer-retention weapon is painless drop-offs at Kohl’s, Whole Foods, and Amazon Fresh (no box, no tape, just a QR code). eBay sellers currently face friction: weighing parcels, printing thermal labels, taping boxes, and driving to a post office. If GameStop acts as a "bag-and-tag" node using UPS's label-less barcode API, C2C commerce on eBay becomes as low-friction as an Amazon return. UPS absorbs the heavy shipping, while GameStop collects foot traffic and takes a fee or trade-in commission. 3. The EV Fleet Paradox Your gut on electric delivery vehicles points straight back to UPS: Amazon backed Rivian to build its electric last-mile fleet. UPS partnered with Arrival and made massive commitments to commercial EV vans to decarbonize and lower per-stop fuel costs. Arrival didn’t arrive. GameStop buying their own EV vans would be a cash-burn disaster; piggybacking on UPS’s existing electric fleet transition gives them the environmental and route-density benefits of an EV network on someone else’s balance sheet. 4. Why UPS Needs This Alliance Amazon has increasingly internalized its own deliveries and expanded its third-party freight services, taking away high-margin volume from traditional carriers. UPS needs reliable enterprise parcel density. A formal tie-up where eBay provides the transactions, GameStop provides the retail storefronts, and UPS provides the rolling steel creates an open-loop logistics network that matches Amazon's convenience without either company having to build a dedicated fleet from scratch.