Amazon expands freight services to external customers, pressuring logistics industry stocks
Amazon is expanding its in-house logistics services, including freight (LTL) services with 80,000 trailers and 24,000 containers, to external customers beyond just serving its own needs. This expansion poses a growing threat to traditional freight and logistics companies, triggering a sell-off in freight stocks. Amazon's director of freight noted that sellers wanted broader access to Amazon's technology, visibility, and reliability in shipping.
Key quotes
The feedback from Amazon selling partners using our LTL service was clear: the technology, visibility, and reliability were exactly what they needed — and they wanted to use it more broadly
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