As of May 4, 2026, Amazon has officially launched Amazon Supply Chain Services (ASCS), a comprehensive logistics program offering warehousing, freight, and 2-5 day last-mile delivery to any business. This expansion allows companies, regardless of whether they sell on Amazon's marketplace, to utilize the same logistics network that handles over 13B+ annual shipments.
Shares of several major logistics, freight, and parcel-delivery companies fell sharply on May 4, 2026, following Amazon's announcement of its new "Amazon Supply Chain Services" (ASCS), which opens the tech giant's internal logistics network to outside businesses.
The announcement was viewed as a "watershed moment" for the industry, causing a major sell-off in the transportation sector.
Stocks That Fell Significantly (May 4, 2026):GXO Logistics Inc. (GXO): Experienced the heaviest impact, with shares dropping roughly 13% to 18% on concerns of direct competition in contract logistics.United Parcel Service Inc. (UPS): Dropped more than 10% on fears of losing small- and medium-sized business customers.FedEx Corp. (FDX): Sank about 9% after the announcement, marking one of its worst sessions in over a year.C.H. Robinson Worldwide Inc. (CHRW): Fell roughly 8.7% due to the impact on the freight brokerage sector.
Direct Competition: ASCS allows businesses to use Amazon's freight, distribution, fulfillment, and parcel shipping capabilities, directly challenging traditional providers like UPS and FedEx.
Announced in May 2026, several major brands signed on as early customers for Amazon Supply Chain Services (ASCS), a service allowing businesses to utilize Amazon's logistics network for moving and storing products. Key initial customers included.
Proctor & Gamble
3M
Lands' End and American Eagle Outfitters
all signed on to Amazon's (ASCS)