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Amazon targets nearly 90% US deliveries via its network by 2029

Sep 3, 2026, 5:27 AM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

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.

AI summary

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.

Amazon expects 86.3% of US packages via its network in 2027; 88.7% by 2029.
Total US package volume rises from 14.1B (2027) to 17.8B (2029).
USPS share falls to 8% by 2029; UPS to 1.4% by 2029.
Rural network expansion exceeds $4B to triple capacity by end-2026.
Projections are preliminary; plans may revise before finalizing.

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