Amazon is quietly reshaping the last mile delivery landscape. According to a recent report, the company projects that its own Amazon delivery network could handle more than 86% of its package volume next year, reducing its dependence on USPS and UPS. While Amazon has cautioned that these are preliminary internal estimates, the direction of travel is clear and it carries big implications for the broader logistics industry.
For years, Amazon relied heavily on national carriers to get packages to customers’ doorsteps. However, the company has spent billions building out its own fleet of delivery vans, regional sorting hubs, and independent delivery service partners. This latest projection suggests that investment is paying off in a big way, with Amazon inching closer to full control over its delivery pipeline.
What Growth in the Amazon Delivery Network Means for Carriers
If Amazon truly delivers the vast majority of its own packages, that represents a meaningful volume loss for USPS and UPS. Both carriers have historically counted Amazon as one of their largest customers, so any pullback forces them to find new revenue streams or tighten operations elsewhere. As a result, expect continued consolidation, pricing adjustments, and renewed competition for e-commerce contracts among traditional carriers.
This shift also validates a trend that has been building for years across retail logistics. Large retailers increasingly prefer to own their delivery infrastructure rather than lease capacity from third parties. Owning the last mile gives companies more control over delivery speed, customer experience, and cost per package, all of which matter more as consumer expectations around fast shipping continue to rise.
The Investment Angle Behind Amazon’s Delivery Strategy
From an investment perspective, Amazon’s growing delivery independence signals confidence in its long term logistics bet. Building a proprietary delivery network is expensive and operationally complex, yet it pays dividends through lower per-package costs and tighter integration with fulfillment centers. Investors watching the logistics space should note that this is not a short term experiment but a structural shift in how the largest e-commerce player moves goods.
For smaller logistics operators and delivery startups, this trend is worth paying close attention to. As Amazon proves out the model of an owned delivery network at scale, other retailers and regional players may look to replicate smaller versions of the same strategy. That creates opportunity for delivery service partners, regional couriers, and last mile technology providers who can help newer entrants get organized quickly.
Ce que les opérateurs devraient en retenir
Even though this news centers on Amazon, the underlying lesson applies broadly across the delivery and courier space. Owning and optimizing your delivery operation, rather than depending entirely on third party carriers, can offer more control over costs and customer satisfaction. Of course, this requires the right systems to manage riders, routes, and payouts efficiently, which is exactly where many smaller operators struggle.
As competition intensifies and margins tighten across last mile logistics, operators who invest in better internal tools now may be better positioned to scale later. Whether you run a small regional courier service or manage a growing fleet of delivery partners, the ability to track performance and streamline operations will only become more important.
If you are running or growing a delivery business and want a simpler way to manage riders, routes, and payouts, it’s worth checking out Pigee Courier. It brings everything into one dashboard, helping operators stay organized and competitive as the delivery landscape keeps evolving.
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