UPS just finished walking away from roughly 2 million Amazon packages a day. Where did that volume go? Straight back into Amazon's own network — the one DSPs run.
Per UPS's Q2 2026 earnings call, the company completed its planned "Amazon glide-down," shedding low-margin Amazon package volume in favor of higher-yield SMB, healthcare, and digital-services freight. The tradeoff shows up clearly in the numbers: US average daily volume fell 3.3% year-over-year in the quarter, even as consolidated revenue rose 7.6% to $22.8 billion and operating profit climbed 12% to $2.1 billion. UPS raised full-year guidance to roughly $91.2 billion in revenue and $7.22 in diluted EPS on the strength of that mix shift.
Meanwhile, Amazon Logistics has overtaken the US Postal Service as the top delivery provider by volume, handling 6.9 billion parcels in 2025 — a 9% increase — according to Supply Chain Dive's reporting on ShipMatrix data. FedEx and Amazon both grew share in 2025 while UPS and USPS volumes declined, a split that maps almost exactly onto UPS's decision to stop chasing low-yield e-commerce packages.
For DSP operators, the read-through is direct: the packages UPS no longer wants aren't disappearing, they're routing through Amazon's own last-mile network. That's more stops per route, more density in some metros, and more leverage at the negotiating table — if operators know their real cost per stop before they walk in.
Know your real cost per stop before your next rate negotiation: pexara.ai/calculator