Amazon Logistics surpasses legacy carriers in US parcel volume
What happened
Amazon Logistics became the largest carrier by parcel volume in the United States in 2025, handling 6.9 billion parcels and capturing nearly 30 percent of the total market. This surpassed USPS, whose volume dropped from 6.9 billion in 2024 to 6.2 billion in 2025. Legacy carriers United Parcel Service and FedEx handled 4.3 billion and 3.9 billion parcels, respectively. The volume of alternative and regional carriers more than doubled to 1.8 billion packages, partly due to increased volume from Shein and Temu.
Why it matters
Amazon’s rise is supported by its extensive investment in its own logistics network. The increased volume from Chinese retailers like Shein and Temu is contributing to the growth of alternative carriers. This shift reflects intense competition in the U.S. e-commerce market between Amazon and these Chinese retailers.
Tariffs imposed by Donald Trump are affecting demand and volumes within the low-value e-commerce sector, impacting companies like FedEx, Shein, and Temu.
Who's involved
- AmazonBuilt and scaled its own end-to-end logistics empire to capture market share.
- SheinContributes to increased volume from Chinese retailers in the U.S. market.
- TemuContributes to increased volume from Chinese retailers in the U.S. market.
- United Parcel ServiceHandled 4.3 billion parcels in 2025.
- FedExHandled 3.9 billion parcels in 2025.
Who could feel it
Possible knock-on effectsThese are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.
- United Parcel ServiceSpeculative
Could see reduced parcel volume and market share due to Amazon's internal logistics network.
- FedExSpeculative
Could see reduced parcel volume and market share due to Amazon's internal logistics network.
- SheinSpeculative
May see boosted sales due to the market shift driven by volume increases.
- TemuSpeculative
May see boosted sales due to the market shift driven by volume increases.
- PDD HoldingsSpeculative
Could see increased revenue due to the higher volume of its subsidiary Temu.
Keep exploring
Part of
Tariffs imposed by Donald Trump are affecting demand and volumes within the low-value e-commerce sector, impacting companies like FedEx, Shein, and Temu.Also in this story
- Shein is raising prices to offset sales impact due to the scrapping of 'de minimis' import duty exemptions in Europe.
- US import duties restrict package entry for Shein.
- Trump administration trade policies are impacting Shein, leading to growing regulatory scrutiny in the EU.