Amazon opens logistics network to all businesses

Amazon.com launched Amazon Supply Chain Services on Monday, opening its sprawling global logistics network to any business seeking to move, store and deliver products, a move that positions the e-commerce giant as a direct competitor to established third-party logistics providers such as DSV, DHL Group and Kuehne + Nagel. The new service allows companies to access Amazon's full suite of supply-chain capabilities, including freight, distribution, fulfillment and parcel shipping services, across ocean, air, ground and rail transportation. Amazon already became the world's largest third-party logistics company by gross logistics revenue in 2025, according to Armstrong & Associates, yet until now it offered these services piecemeal rather than as a coordinated offering. The announcement sent shares of established logistics companies lower, with UPS and FedEx slipping 1.5 percent and 2.5 percent respectively in premarket trading. Amazon's supply-chain network spans warehouses, planes, trucks and delivery vehicles globally, supported by a fleet of more than 80,000 trailers, 24,000 intermodal containers and more than 100 aircraft. The company has become America's largest parcel carrier by volume, surpassing United Parcel Service, FedEx and the U.S. Postal Service, according to parcel-analytics firm ShipMatrix. The global market for third-party logistics services is estimated at more than $1.3 trillion, representing what Amazon calls "a very large opportunity." Among the first customers to sign up are consumer-goods giant Procter & Gamble, industrial company 3M, apparel retailer Lands' End, and fashion brand American Eagle Outfitters. P&G and 3M are using Amazon's freight services to ship raw materials and products between manufacturing sites and distribution centers, while Lands' End and American Eagle rely on Amazon's warehouses and parcel services to fulfill orders across multiple sales channels, including platforms that compete with Amazon's own marketplace such as Shopify, Walmart and TikTok. Amazon built its supply chain over two decades primarily for internal operations before offering services to its marketplace sellers, and now it aims to replicate the model that transformed Amazon Web Services from an internal tool into a dominant cloud-computing business generating tens of billions in annual revenue.