LogisticsIndustry ContextTuesday, March 17, 20262 min read

Amazon overtakes USPS as top delivery provider by volume: report

Supply Chain Dive21d agoamazon

Executive Summary

Amazon delivered 6.7 billion packages in 2025, surpassing USPS by volume for the first time per ShipMatrix data. This makes Amazon Logistics the largest delivery network in the U.S., a shift with long-term implications for third-party carrier leverage.

Our Take

Amazon controlling more volume than USPS weakens seller negotiating power with alternative carriers and signals Amazon will continue tightening its grip on last-mile fulfillment costs. Sellers relying on Seller Fulfilled Prime or multi-carrier strategies should audit carrier rate agreements now before Amazon's dominance further shifts market pricing.

What This Means

This is platform consolidation at the infrastructure level -- Amazon is no longer just a marketplace but the dominant logistics utility, compressing margins for anyone not fully inside the FBA ecosystem.

Key Takeaways

Pull your Shipping Cost Analysis report in Seller Central -- if Amazon Logistics handles 70%+ of your FBA volume, model the impact of a future last-mile surcharge before it hits.

In the next 30 days, renegotiate or lock in rate agreements with UPS, FedEx, or regional carriers as leverage shrinks with USPS losing volume dominance.

Bottom Line

Amazon owning last-mile means less carrier leverage and more dependency for FBA sellers.

Source Lens

Industry Context

Useful background context, but lower-priority than direct platform, community, or operator intelligence.

Impact Level

medium

Amazon owning last-mile means less carrier leverage and more dependency for FBA sellers.

Key Stat / Trigger

6.7 billion packages delivered by Amazon in 2025

Focus on the operational implication, not just the headline.

Relevant For

SellersBrandsAgencies

Full Coverage

Full article available at the original source.

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Original Source

This briefing is based on reporting from Supply Chain Dive. Use the original post for full primary-source context.

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