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Amazon projects delivering nearly 90% of its US packages internally by 2029

Internal planning documents show Amazon accelerating the expansion of its own logistics network while reducing reliance on USPS and UPS.

The short version

  • Internal planning documents reveal Amazon forecasts its proprietary delivery network will handle 88.7% of its US package volume by 2029.
  • The projection shifts volume away from commercial carriers, with USPS and UPS expected to see their shares fall to 8% and 1.4%, respectively.
  • Amazon stated that the figures are preliminary, non-finalized operational planning documents subject to regular revisions.

Key facts

  • Internal Amazon planning records from late July project the company will handle 86.3% of its US packages in 2027, 87.4% in 2028, and 88.7% in 2029.[Business Insider]
  • Under the forecast, Amazon's total annual US package volume is expected to rise from 14.1 billion in 2027 to 17.8 billion in 2029, with internal operations absorbing nearly all growth.[Business Insider]
  • The projections allocate roughly 10% of packages to USPS in 2027 and 8% in 2029, following a new agreement signed in April with a reduced minimum threshold.[Business Insider]
  • UPS is projected to carry 1.8% of Amazon's US volume in 2027 and 1.4% by 2029 after deciding to cut Amazon package volume by more than half by late 2026.[Business Insider]
  • FedEx accounts for an estimated 0.4% of Amazon's US parcel volume after renewing ties following their 2019 split.[Business Insider]

What remains uncertain

  • An Amazon spokesperson emphasized that these internal projections are preliminary, regularly updated, and should not be considered definitive business plans.[Business Insider]
  • Final allocation to external carriers such as USPS remains dependent on the future capacity and coverage milestones achieved by Amazon's own network.[Business Insider]

Sources