Amazon Expands Logistics Platform, Sending C.H. Robinson Shares Down 10%
CHRW•Amazon launched its Supply Chain Services platform, integrating its trailers, intermodal containers, air cargo capacity and fulfillment network for third-party shippers. The rollout triggered a 10% plunge in C.H. Robinson Worldwide shares and double-digit drops in RXO, GXO, Forward Air, FedEx and UPS.
1. Platform Launch
Amazon has rolled out its Supply Chain Services platform, integrating its trailers, intermodal containers, air cargo capacity and fulfillment network to external shippers beyond its traditional sellers. Companies of all sizes can now access Amazon’s logistics infrastructure for last-mile delivery and distribution hub services.
2. Sharp Sector Sell-Off
The announcement triggered a nearly 10% decline in C.H. Robinson Worldwide shares and double-digit losses in RXO, GXO, Forward Air, FedEx and UPS, marking one of the steepest single-day drops for the transport sector this year. Investors cited concerns over increased competition from Amazon’s expanded offerings.
3. Analyst Assessment
Stifel analysts view the expansion as an opportunity for Amazon to monetize excess capacity rather than a direct challenge to established logistics providers. The platform primarily targets cost-sensitive freight, with Amazon still absent from major high-value competitive tenders.
4. Early Industry Feedback
Initial channel checks indicate companies such as Procter & Gamble, 3M, Lands’ End and American Eagle are allocating lower-value freight and inventory tied to Amazon sales channels to the new service. Most core shipments remain with existing logistics partners.
