Amazon and Alternative Carriers Gain Parcel Volume in H1 2026

Nov 10, 2026

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The signal

Amazon expanded its parcel market share in the first half of 2026 by decreasing dependence on UPS and growing its proprietary delivery capabilities, according to ShipMatrix analysis.

This shift reflects the competitive pressure on traditional carriers and the ongoing consolidation of last-mile logistics around vertically integrated providers.

For supply chain professionals, this trend signals continued fragmentation of the parcel market and the need to diversify carrier relationships.

Companies affected by this story:

UPS

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FedEx

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Radial Inc.

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#amazon-shipping

#parcel-volume

#ups-competition

#alternative-carriers

#last-mile-delivery

#market-share

#e-commerce-logistics

#carrier-consolidation

What This Means for Your Supply Chain

Simulation Suggestion

strategic

What if Amazon's delivery volume growth accelerates by 20% over the next 12 months?

Model the impact of Amazon capturing an additional 20 percentage points of parcel volume growth relative to historical rates, reducing available capacity at traditional carriers like UPS and forcing shippers to negotiate higher rates or accept longer transit times.

Run this scenario

Go deeper:

Supply Chain Simulation: How It Works and How to Choose Software

What discrete-event, agent-based, and Monte Carlo simulation actually do, how to evaluate simulation software, and what it costs.

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