Amazon expands 365-day price history, opens ASCS logistics as rivals’ shares fall ~10%
Amazon has expanded its built-in price history tool to show 365 days of data, with over 50 million users checking prices multiple times per month to verify genuine savings. It also launched Amazon Supply Chain Services offering freight, fulfillment and forecasting to external clients, sending rival FedEx, UPS and DHL shares down about 10%.
1. Expanded 365-Day Price History
Amazon has updated its price history feature to display changes over 30, 90 and 365 days on product listings. More than 50 million customers have engaged with the tool, using it several times per month to assess whether current prices represent true discounts.
2. Launch of Amazon Supply Chain Services
Amazon opened its full freight, distribution, fulfillment and parcel shipping capabilities to all businesses under the Amazon Supply Chain Services (ASCS) unit. The offering includes inventory replenishment, demand forecasting and customs clearance, and led major 3PL peers to see share values drop roughly 9–10% on the announcement date.
3. Institutional Interest from Artisan Value Fund
During Q1 2026, Artisan Value Fund initiated a position in Amazon, naming it one of its three largest new investments alongside Universal Music Group and IQVIA. The fund cited increased volatility as an opportunity to upgrade overall portfolio quality through these additions.