More packages are moving through Amazon's network right now than through any other carrier in the country. What that means for your station depends on whether you're gaining volume — or gaining competitors.
Amazon Logistics has overtaken the U.S. Postal Service as the nation's largest parcel carrier, according to ShipMatrix data reported by Supply Chain Dive, delivering roughly 6.9 billion packages with volume growth near 9% year over year and an estimated 28% share of total U.S. parcel volume. That growth is being carried almost entirely by Amazon's own network — its DSP program, Flex contractors, and expanding Rivian electric fleet — rather than through UPS or FedEx.
That shift cuts two ways for operators. UPS has stated its intent, per its own investor guidance, to cut the volume it carries for Amazon by more than half, meaning fewer of those packages flow through UPS's ground network and more get absorbed directly into Amazon's DSP system — which typically means more stops for existing stations. But Amazon also announced in May 2026 that it's consolidating its logistics operations under a new umbrella, Amazon Supply Chain Services, and opening elements of its delivery network model to outside organizations. More entrants competing for the same station footprint is not the same signal as more volume for you specifically.
Growth at the top of the funnel doesn't automatically translate to growth at the station level. Before you read Amazon's parcel numbers as a green light to add vans, check whether your own route density and stops-per-route have actually moved — or whether the extra volume is landing at a new station down the road instead.
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