Reuters has an interesting analysis out on how e-commerce might continue to evolve:

UPS and FedEx might be worried about international shipments to slowing economies like China, but perhaps they should be more concerned about what’s going on in their own back yards.

Major U.S. retailers are experimenting with new e-commerce strategies that could dent demand for package delivery services, particularly demand for shipments over long distances, according to analysts and industry executives.

A key? More warehouses closer to major urban areas to cut down shipping costs.