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Amazon said USPS backed out at the 'eleventh hour' in contract negotiations to increase package volume

AMZN
Transportation & LogisticsTrade Policy & Supply ChainCompany FundamentalsConsumer Demand & Retail

Amazon reported that the USPS backed out at the "eleventh hour" of December contract negotiations after Amazon sought to expand the volume of packages routed through USPS. The breakdown halts Amazon's planned shift of parcel volume to USPS and could raise last-mile costs or force greater reliance on alternative carriers; impact appears limited absent disclosure of the scale of the intended volume change.

Analysis

Amazon reported that the USPS backed out at the "eleventh hour" of December contract negotiations after Amazon sought to expand the volume of packages routed through USPS. The breakdown halts Amazon's planned shift of parcel volume to USPS and could raise last-mile costs or force greater reliance on alternative carriers; impact appears limited absent disclosure of the scale of the intended volume change.

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