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The shift to higher self-delivery share suggests improved control over costs and faster delivery, which can lift margins and customer value. While capex is a near-term headwind, the long-run unit economics may improve as scale increases and carrier dependencies shrink.
What happened, with direct paths to the underlying reporting
An internal planning document reviewed by Business Insider shows Amazon expects its first-party network to handle about 12.2 billion US packages in 2027 and 15.8 billion in 2029, lifting in-house deliveries to about 88.7% by 2029. The move could improve margins and delivery speed, though the projections remain preliminary and subject to revision.
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