Amazon Forecasts Its Network Could Deliver 88.7% of US Packages by 2029

An internal forecast, not a company announcement

Business Insider reported on Sept. 3, 2026, that it reviewed an internal Amazon planning document from late July showing projections for the share of US packages delivered through Amazon's own network: 86.3% in 2027, 87.4% in 2028, and 88.7% in 2029. Business Insider reported the prior version of the forecast had put those figures lower, at 83.8% for 2027 and 85% for 2028. In 2023, Amazon had publicly said it delivered over two-thirds of its own packages in the US, according to Business Insider.

Business Insider reported that an Amazon spokesperson said the projections should not be interpreted as finalized plans, describing internal planning documents as preliminary and subject to revision.

Business Insider reported the same document projects total US package volume growing from about 14.1 billion in 2027 to 17.8 billion in 2029, with nearly all of that growth going to Amazon's own network rather than outside carriers. Business Insider also reported the forecast shows USPS's projected share falling to 8% by 2029 and UPS's share falling to 1.4%, following a new USPS contract signed in April 2026 and UPS's earlier decision to cut Amazon volume.

Earlier investments and tests referenced in the forecast

The growth in Amazon's own network follows investments announced previously. Reuters reported in April 2025 that Amazon said it would spend more than $4 billion to expand its US rural delivery network by the end of 2026, growing it to more than 200 delivery stations and creating 100,000 jobs, with the goal of reaching customers in more than 13,000 zip codes across 1,200,000 square miles. FreightWaves reported that, as of April 2025, Amazon said it would extend Same-Day and Next-Day service to 4,000 smaller towns, cities, and rural communities by the end of 2025, in part by converting existing rural hubs into hybrid stations used for both storage and package preparation.

Separately, Business Insider reported in March 2026 that Amazon was piloting a delivery system dividing the day into 10 windows spanning 24 hours, with internal documents describing possible added fees for faster options such as 45-minute and 2.5-hour delivery. Business Insider reported the pilot was limited to a few US locations at that time, with Amazon saying it had not decided whether to expand the program more broadly.

What this means for planning

MarketScale analysis: These figures come from an internal forecast Amazon itself has cautioned is preliminary, not a finalized commitment. Shippers and carriers tracking Amazon's network growth should treat the 2027-2029 percentages as a planning scenario rather than a locked outcome, and should watch for updated public disclosures, since Amazon last confirmed a first-party delivery share figure publicly in 2023.