Amazon.com: Less-than-Truckload offering expands Amazon’s supply chain platform

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Amazon.com: Less-than-Truckload offering expands Amazon’s supply chain platform

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Amazon.com

Less-than-Truckload offering expands

Amazon’s supply chain platform

Maintain Rating: BUY | PO: 310.00 USD | Price: 238.00 USD

Expanding ASCS with a less-than-truckload offering 11 June 2026

Amazon announced it is expanding Amazon Supply Chain Services with a less-than- Equity

truckload offering (see report: last month’s report on the launch of ASCS), enabling

Justin Post

businesses to ship freight to any 3P warehouse, distribution center, or retail partner Research Analyst

(compared to only inbound-to-Amazon prior). Amazon highlighted strong demand for the BofAS +1 415 676 3547

service, citing the lower costs and faster transit times than competitors, but we note justin.post@bofa.com

that Amazon’s coverage remains limited (see Exhibit 1), and MWPVL estimates that the Ken Hoexter

company’s LTL terminal count of approx. 26 is still far below that of the top 5 carriers ResearchBofAS Analyst

averaging 295. Still, the offering is notable, and allows customers to leverage Amazon’s +1 646 855 1498

existing transportation network of 80k+ trailers and 24k intermodal containers. ken.hoexter@bofa.com

Adam Roszkowski, CFA

Using LTL to improve Amazon’s network utilization ResearchBofAS Analyst

In our recent investor call with MWPVL, Mr. Marc Wulfraat highlighted that ASCS can adam.roszkowski@bofa.com

drive incremental volumes into Amazon’s network by adding 3P freight (see takeaways StevenResearchMcDermottAnalyst

here). We view the LTL expansion as an extension of this strategy, improving Amazon’s BofAS

steven.mcdermott@bofa.com

network density, reducing empty miles, and likely supporting long-term Retail margin