amazon once again shook the delivery market in the United States. This Monday, May 4, it launched its service Amazon Offer Chain Products and providers (ASCS)a service that opens its gigantic logistics network to any company, and the impact was immediate: UPS shares fell more than 10% and FedEx lost 9.1% in a single day, their worst results in more than a year.
But the coup did not occur only on Wall Road. This movement can change for the better how much do you pay for shippinghow companies compete with this new alternative and who will dominate the logistics industry in the United States.
This service is novel as it allows any company to use its network to move its products, regardless of whether or not they sell on its platform, which will allow cheaper rates for millions of consumers and small businesses.
What is ASCS and why is it a game changer?
Through the ASCS, any business can hire Amazon to move goods to the door of the final consumer. The service covers ocean, air, land and rail freight, plus package warehousing, distribution and delivery with a promise of two to five business days, seven days a week.
The infrastructure that supports it is enormous compared to that of other large delivery companies: more than 80,000 trailers, 24,000 intermodal containers and more than 100 aircraft own. Among the first confirmed clients are Procter & Gamble, 3M and American Eagle Outfitters. The message is clear: Amazon is seeking the corporate contracts that UPS and FedEx considered their own territory.
Amazon was already the largest carrier before this announcement
This move is not new for Amazon. In 2025, its capacity will already surpass the United States Postal Service (USPS) as the largest package carrier in the country, with 6.7 billion packages deliveredcompared to USPS’ $6.6 billion, according to ShipMatrix data released in March 2026. UPS was bumped to third place with 4.4 billion shipmentsa drop of 8.3% compared to the previous year.
With this Monday’s announcement, Amazon made it clear that it is going for the high-margin contracts in industries such as health, manufacturing and specialized logistics that UPS and FedEx boasted as their strategic refuge.
The voices that explain the scope of the Amazon coup
Peter Larsen, vice president of Amazon Offer Chain Products and providersstated in the official launch statement: “Amazon is bringing the infrastructure, intelligence and scalability of its supply chain services to businesses around the world, just as Amazon Web Products and providers did with cloud computing.”
Joe Gilbertportfolio manager at Integrity Asset Administration, said that the launch represents “a warning shot to the entire transport market”.
For its part, Alan Amling, former vice president of corporate strategy at UPSnoted that Amazon’s threat is now not limited to e-commerce packages, but is now targeting high-value specialty segments, including the healthcare sector, which UPS and FedEx keep at the center of their business plans.
What Hispanic businesses can do right now to take advantage of the ASCS
For Hispanic companies that operate in e-commerce or shipping, ASCS opens concrete options to improve their services:
- Access to Amazon’s logistics network unsold on Amazon.com
- Deliveries from 2 to 5 days, seven days a weeksupported by more than 100 aircraft
- Artificial intelligence technology for inventory forecasting included
- Registration available from today at supplychain.amazon.com
Frequently asked questions (FAQs) about Amazon Offer Chain Products and providers
What is Amazon Offer Chain Products and providers?
It is the service with which Amazon opens its logistics network to any company for the delivery of packages, not only to those who sell on its platform. Available from May 4, 2026.
Why did UPS and FedEx stocks fall?
Because Amazon directly enters to compete for high-value business contracts. UPS lost more than 10% and FedEx, 9.1% in a single day.
Can I use ASCS if my business does not sell on Amazon?
Yes. ASCS is designed for companies in any sector and sales channel, including their own stores and social networks.
Did Amazon already surpass UPS and FedEx in package volume?
Yes. In 2025, Amazon delivered 6.7 billion packages, surpassing the USPS and leaving UPS in third place, according to ShipMatrix.
Can this lower shipping prices for consumers?
In the short term, increased competition tends to reduce rates. In the long term, market concentration on Amazon could reverse that trend.
Conclusion
The launch of ASCS already has measurable consequences, with billions of dollars wiped from the market in a single day. If Amazon replicates with logistics what it did with AWS in the cloud, UPS and FedEx will face structural pressure that could put them in a crisis if they do not react in time.
For Hispanic businesses in the United States, the time to evaluate logistics alternatives is now, before the new market map is defined without them in it.
Keep reading:
– Amazon advances Prime Day to June; So you can save up to $500 if you plan your purchases today
– USPS warns that it could run out of funds in 2027 and foresees changes in service
– They face off in New York over a bill that would force Amazon to hire its own delivery drivers