Amazon opens up logistics network to other businesses
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Amazon’s new delivery service is a “power move” and “shot across the bow at UPS and FedEx,” said Wedbush analyst, Dan Ives.
On Monday morning, the tech giant announced the new Amazon Supply Chain Services business, essentially opening up its logistics network, which historically just powered its e-commerce business, to outside business customers.
The e-commerce giant is opening its global logistics network to all businesses, betting it can turn its supply chain into the next AWS.
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April 2026 produced a striking four-way split across U.S. e-commerce stocks despite a shared consumer backdrop. Etsy (NASDAQ:ETSY) led the group with a 29% gain, narrowly edging out Amazon (NASDAQ:AMZN) at 27%.
By Deborah Mary Sophia and Shivansh Tiwary May 4 (Reuters) - Amazon.com is opening the supply-chain network that has powered its operations for decades to other businesses, pitting it directly against logistics heavyweights such as UPS and FedEx.
This fast-growing business has quietly grown to more than $70 billion in trailing-12-month revenue.