Amazon launches $1.3T logistics service, shaking up U.S. transport stocks like UPS and FedEx.

Amazon has opened its logistics network to other companies through Amazon Supply Chain Services, targeting the $1.3 trillion third-party logistics market. This move is expected to disrupt U.S. transportation stocks, with major players like UPS and FedEx seeing stock drops of up to 9%. Bank of America highlights this as a structural shift, comparing it to Amazon Web Services' business model, and expects Amazon to capture significant market share by 2027, boosting its retail revenue and leveraging existing assets. The rollout signals Amazon's readiness to serve external demand, posing a challenge to traditional logistics and brokerage firms.