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Long-run network resilience and higher first-party fulfillment can improve service reliability and gross margins; near-term capex may pressure FCF, but the plan reduces strategic risk from carrier disruptions and could support favorable pricing/flexibility in future carrier negotiations.
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Amazon's internal Project Aurelian contemplates a dual-delivery approach to nearly all addressable ZIPs by 2029, reducing reliance on USPS and other carriers. The plan envisions 165 new core delivery stations, 1,000+ same-day centers under Project Mercury, and Hub Delivery to rural areas, funded by a substantial capex uplift. While USPS renewal is expected, the strategy aims to lower exposure to any single carrier and lift first-party share, with full impact by 2029.
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