You're right, I used parcel deliveries as a proxy only. It's really the best proxy I could find. Please let me know if you have a better reference that can justify how NA Williams will generate 1bn in deliveries p.a. for GSW?
My assumption was that there'd be more parcels delivered than there'd be auto-related deliveries. So if there are 12m parcels delivered p.a. in the US (incl. Amazon), I can't justify that auto-related deliveries, let alone those that are sourced from 1 company, would generate 1bn.
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You're right, I used parcel deliveries as a proxy only. It's...
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