Freight Transportation: Amazon Supply Chain Services Officially Launches LTL Offering

Research evidence excerpt

Freight Transportation: Amazon Supply Chain Services Officially Launches LTL Offering

Update

June 10, 2026 01:33 PM GMT

Morgan Stanley & Co. LLCMFreight Transportation | North America Ravi Shanker

Equity Analyst

Amazon Supply Chain Services Ravi.Shanker@morganstanley.comBrian Nowak, CFA +1 212 761-6350

Brian.Nowak@morganstanley.com +1 212 761-3365

Officially Launches LTL Offering Madison J Pasterchick

Research Associate

As we had flagged earlier this year, AMZN announced a major expansion of its Madison.Pasterchick@morganstanley.com +1 212 761-3787

Nancy Hipp

less-than-truckload (LTL) freight business, extending the service beyond its Research Associate

traditional role of transporting inventory into AMZN (covered by Brian Nowak) Nancy.Hipp@morganstanley.com +1 212 761-1311

facilities to now support shipments between virtually any destinations in the U.S.,

including third-party warehouses, distribution centers, retailers, and other business

locations. The expansion is part of Amazon Supply Chain Services (ASCS), which

gives external businesses access to AMZN’s logistics network. The move builds on

AMZN’s existing LTL business, which has served tens of thousands of sellers and Freight Transportation

vendors since 2019 and moved millions of pallets across its U.S. network last year. North America

Industry View Attractive

AMZN stated that strong customer demand and positive feedback drove the

broader rollout, with customers citing faster transit times, lower costs, and

greater reliability than traditional LTL providers. The service offers flexible pickup

options, including next-day pickups, same-day pickups through AMNZ’s drop trailer

program, and recurring daily pickups for high-volume shippers. Additional