On May 4, 2026, Amazon announced the launch of Amazon Supply Chain Services (ASCS) — a third-party logistics (3PL) division making the shipping infrastructure it built for its own operations available to businesses in any industry (healthcare, automotive, manufacturing, retail, and more): freight, warehousing, inventory management, and last-mile delivery. According to Supply Chain Dive and DC Velocity, Amazon spent roughly three years developing these capabilities for its own operations and third-party sellers, and processes hundreds of millions of packages through these channels. Peter Larsen, VP of ASCS, was quoted saying: "Supply chain wasn't just a function at Amazon — it was core to providing an exceptional shopping experience." Among the first customers to adopt the service: Procter & Gamble and 3M (freight services from manufacturing sites to distribution centers), as well as Lands' End and American Eagle Outfitters (unified inventory pools for multi-channel sales and direct-to-consumer parcel shipping). According to Supply Chain Dive, Amazon had already surpassed the U.S. Postal Service (USPS) as the top domestic delivery provider by volume in 2025, according to ShipMatrix data, and the new 3PL network is expected to further accelerate that trend. According to Bizportal, the announcement sent FedEx and UPS shares sharply lower, as investors interpreted the move as Amazon positioning itself as a direct competitor to the established shipping carriers. This comes against the backdrop of a difficult period for the logistics sector — roughly three years of weakness since the pandemic ended, with falling demand and excess capacity weighing on profitability.