Amazon signed a new deal with USPS on April 6 keeping 80% of postal volume — and the 20% being pulled back is moving into the DSP network and Amazon's own delivery infrastructure.
The breakdown by geography: USPS keeps remote rural routes and PO Box coverage. Suburban and exurban volume is shifting toward program-level delivery and DSPs. That's not an accident — Amazon's $4 billion investment in 200+ new delivery stations (announced April 2025) is what creates the DSP route capacity to absorb the USPS pullback. More stations mean more route assignments flowing through the program.
What this means in practice: new territory is coming online as the station build-out scales. Not all of it has the same economics. A 70-stop rural route at the same rate card as a 150-stop suburban route has a different margin per van per day. Before you accept new territory, know your actual cost-per-stop by route type. The operators who know that number going into a territory conversation can evaluate the offer. The ones who don't are making a volume decision, not a margin decision.
One more thing: according to a USPS announcement in March 2026, USPS is adding an 8% fuel surcharge effective April 26 through January 2027. If any of your current routes include USPS-originated packages, that changes the cost math on the handoff — some of that volume may consolidate or reroute before it reaches you.
Sources: The Hill, FreightWaves, 247 Wall St — all confirmed the April 6 deal. This is real news, not rumor.