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Is Amazon’s New End to End Supply Chain Services Platform Altering The Investment Case For Amazon.com (AMZN)?
Simply Wall St.99d agoneutral
Is Amazon’s New End to End Supply Chain Services Platform Altering The Investment Case For Amazon.com (AMZN)?

In early May 2026, Amazon launched Amazon Supply Chain Services, opening its freight, distribution, fulfillment, and parcel delivery network to external businesses across sectors including healthcare, automotive, manufacturing, and retail, with early customers such as Procter & Gamble, 3M, Lands’ End, and American Eagle Outfitters. This move extends logistics capabilities first built for Amazon’s own operations into a standalone third-party offering, directly challenging incumbents like UPS...