Amazon launches Amazon Supply Chain Services (ASCS)...

Amazon launches Amazon Supply Chain Services (ASCS) today, expanding its logistics network into a full public-facing service and triggering a major market reaction. Shares of UPS and FedEx fall sharply as investors fear Amazon is targeting their high-margin business-to-business shipping operations. ASCS offers end-to-end logistics solutions, including freight transport, warehousing, inventory forecasting, and last-mile delivery, even for companies outside Amazon’s marketplace. Analysts describe the move as Amazon’s “AWS moment” for logistics, turning its vast infrastructure into a scalable profit platform. Major firms such as Procter & Gamble, 3M, and American Eagle Outfitters reportedly join the network early, signaling a major disruption to the global logistics industry.

Monday, 4 May, 2026