Amazon forecasts its own network will handle nearly nine-tenths of US packages by 2029

Amazon’s latest internal planning document projects that its own delivery network will manage roughly 86.3% of U.S. packages in 2027, climbing to about 88.7% by 2029, surpassing the two-thirds share reported in 2023. The forecast anticipates total U.S. shipments rising from approximately 14.1 billion in 2027 to 17.8 billion in 2029, with the bulk of the growth absorbed by Amazon’s own infrastructure. Volume allocated to external carriers is expected to stay near 2 billion packages, while the Postal Service’s share could fall to 8% and UPS’s to around 1.4% by 2029.

Amazon’s strategy relies heavily on independent Delivery Service Partners and Flex contractors, and it plans to expand its Sub Same-Day network and rural hubs, investing over $4 billion to triple the rural network by the end of 2026. The company cautioned that the figures are preliminary and may be revised. Andy Jassy has emphasized that tighter control over delivery speed encourages customers to shop more on Amazon.