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Amazon is projected to reduce its package volume with FedEx to a minimal 0.4% by 2029 as it insources its own delivery operations.

What happened

Post: "Catch up on what happened this week in Logistics: September 8-14"

Source

RedditSep 15, 2026By u/charlesholmes1

r/logistics

Catch up on what happened this week in Logistics: September 8-14

upvotes
19
comments
4

Post

Highlighted: the lines this signal was extracted from

Hey everyone, If it's your first time reading one of my posts, my name is Menachem, and I have a weekly newsletter called Logistic Pulse that breaks down the top logistics news from the past week. We have over 17,000 subscribers, and I share it on Reddit to spread the knowledge. We're currently on week 63! I hope you enjoy, and I'm always open to feedback. Let's jump into it, Amazon is walking away from the Post Office Amazon's internal planning documents project that the company will deliver about 86% of its own U.S. packages next year and just under 89% by 2029. Business Insider got hold of the forecasts, which are higher than what Amazon was working off recently, when 2027 sat closer to 84%. The carriers split what's left. By 2029, the documents show USPS at 8%, UPS at 1.4%, and FedEx at 0.4%. Amazon's comment was that internal projections are constantly revised and shouldn't be read as commitments, which is true of any forecast and doesn't change where this one points. Amazon passed UPS and FedEx last year to become the largest parcel carrier in the country, with around 6.7 billion packages. The money is now going rural, about $4 billion to triple that part of the network, with a couple of hundred new delivery stations behind it. Rural is the work the Post Office was built for, and everyone else paid the Post Office to do. Parcel pricing runs on density, and Amazon...

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Comments on the post

2 of 4 comments
  • “your posts are great, keep them coming🤝🤍”

    u/Connect-Access-96945 points · Sep 16, 2026View

  • “The Amazon numbers on USPS are wild. 8% by 2029 is basically just the stuff they can't be bothered to touch, and rural delivery is exactly what the post office's whole model was built around. Gonna be interesting to see how those rates shift once the volume drops off a cliff.”

    u/Pure_Monitor15061 points · Sep 19, 2026View

Extracted by Autobound

From the Signal API record
Signal
Customer feedback

What this signalsUser posts often show product pain before it reaches reviews or churn.

Subreddit
r/logistics
Stage
Switching

Companies

  • AmazonAlso named

The full record

From the Signal API record

Numbers

Mentions
1

Details

Timing
Planned
Category
General
Virality
Medium
Post kind
Multi media
Prominence
Core
Company's role
Vendor

Topics and mentions

Topics

  • logistics
  • last-mile delivery
  • customer loss
  • shipping

Extraction

Sentiment
Negative
Detected
Sep 15, 2026
signal_type
reddit-company
signal_subtype
customerFeedback

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The API returns more than this page shows

This page shows a preview. The full reddit-company record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/153fd191-d106-515f-aee6-f358f8b80634 returns this record as JSON. POST /v1/companies/enrich returns every signal for fedex.com.

{
  "signal_id": "153fd191-d106-515f-aee6-f358f8b80634",
  "signal_type": "reddit-company",
  "signal_subtype": "customerFeedback",
  "detected_at": "2026-09-15T15:03:48+00:00",
  "company": {
    "name": "FedEx",
    "domain": "fedex.com"
  },
  "data": {
    "nsfw": false,
    "stage": "switching",
    "awards": 0,
    "timing": "planned",
    "topics": [
      "logistics",
      "last-mile delivery",
      "customer loss",
      "shipping"
    ],
    "post_id": "1wh2vw9",
    "summary": "Amazon is projected to reduce its package volume with FedEx to a minimal 0.4% by 2029 as it insources its own delivery operations.",
    "category": "general",
    "comments": [
      {
        "url": "https://www.reddit.com/r/logistics/comments/1wh2vw9/comment/pa45m6m/",
        "depth": 0,
        "score": 5,
        "author": "Connect-Access-9694",
        "excerpt": "your posts are great, keep them coming🤝🤍",
        "posted_at": "2026-09-16T06:53:23.000Z",
        "author_url": "https://www.reddit.com/user/Connect-Access-9694/"
      },
      {
        "url": "https://www.reddit.com/r/logistics/comments/1wh2vw9/comment/papnxqo/",
        "depth": 0,
        "score": 1,
        "author": "Pure_Monitor1506",
        "excerpt": "The Amazon numbers on USPS are wild. 8% by 2029 is basically just the stuff they can't be bothered to touch, and rural delivery is exactly what the post office's whole model was built around. Gonna be interesting to see how those rates shift once the volume drops off a cliff.",
        "posted_at": "2026-09-19T05:06:10.000Z",
        "author_url": "https://www.reddit.com/user/Pure_Monitor1506/"
      }
    ],
    "evidence": [
      "[post] By 2029, the documents show USPS at 8%, UPS at 1.4%, and FedEx at 0.4%.",
      "[post] Amazon passed UPS and FedEx last year to become the largest parcel carrier in the country, with around 6.7 billion packages."
    ],
    "virality": "medium",
    "post_date": "2026-09-15T15:03:48.000Z",
    "post_kind": "multi_media",
    "post_text": "Hey everyone,\n\nIf it's your first time reading one of my posts, my name is Menachem, and I have a weekly newsletter called Logistic Pulse that breaks down the top logistics news from the past week. We have over 17,000 subscribers, and I share it on Reddit to spread the knowledge. We're currently on week 63! I hope you enjoy, and I'm always open to feedback.\n\nLet's jump into it,\nAmazon is walking away from the Post Office\nAmazon's internal planning documents project that the company will deliver about 86% of its own U.S. packages next year and just under 89% by 2029. Business Insider got hold of the forecasts, which are higher than what Amazon was working off recently, when 2027 sat closer to 84%.\n\nThe carriers split what's left. By 2029, the documents show USPS at 8%, UPS at 1.4%, and FedEx at 0.4%. Amazon's comment was that internal projections are constantly revised and shouldn't be read as commitments, which is true of any forecast and doesn't change where this one points.\n\nAmazon passed UPS and FedEx last year to become the largest parcel carrier in the country, with around 6.7 billion packages. The money is now going rural, about $4 billion to triple that part of the network, with a couple of hundred new delivery stations behind it. Rural is the work the Post Office was built for, and everyone else paid the Post Office to do.\n\nParcel pricing runs on density, and Amazon...",
    "sentiment": "negative",
    "subreddit": "logistics",
    "post_title": "Catch up on what happened this week in Logistics: September 8-14",
    "prominence": "core",
    "source_url": "https://www.reddit.com/r/logistics/comments/1wh2vw9/catch_up_on_what_happened_this_week_in_logistics/",
    "entity_role": "vendor",
    "post_author": "charlesholmes1",
    "upvote_ratio": 1,
    "mention_count": 1,
    "mention_surge": false,
    "subreddit_url": "https://www.reddit.com/r/logistics/",
    "total_upvotes": 19,
    "comments_total": 4,
    "total_comments": 4,
    "event_date_text": "by 2029",
    "other_companies": [
      {
        "name": "Amazon",
        "role": "incumbent",
        "domain": "amazon.com"
      }
    ],
    "post_author_url": "https://www.reddit.com/user/charlesholmes1/",
    "signal_category": "feedback",
    "comments_included": 2
  }
}

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