On January 19, 2026, Amazon opened its first Amazon Now quick-commerce site in Southwark, London, offering fresh groceries and everyday essentials with delivery in as little as 30 minutes. The service, led by EU quick-commerce operations head Elisa Michelin Salomon, was conceived in May 2025 by a small team in Bangalore studying models in India and the UAE. This launch brings specialized micro-fulfillment hubs closer to dense urban neighborhoods, replicating Amazon’s ultra-fast delivery tests in U.S. markets.

In late 2025, Amazon began testing 30-minute delivery in Seattle and Philadelphia using compact, safety-focused pick-and-pack facilities situated near residential and business districts. By reducing travel distance for delivery partners and optimizing employee workflows, Amazon reported improved fulfillment times and higher same-day order volumes. These pilot sites have processed thousands of orders weekly, demonstrating sustainable unit economics for rapid delivery of perishable and convenience items.

For the quarter ended October 30, 2025, Amazon reported revenue of $180.17 billion and adjusted earnings per share of $1.95, topping consensus estimates by 1.3% and 24%, respectively. Amazon Web Services revenue reached $33 billion, growing 28% year-over-year, while advertising sales climbed 35% to $17.7 billion. Management emphasized continued margin expansion in cloud services and ad tech, driven by AI-powered offerings and enterprise migration to AWS.

Among 47 Wall Street analysts covering Amazon, 46 assign a Buy rating and one a Hold, with a median 12-month price target implying 23% upside from current levels. Institutional investors hold 64.4% of outstanding shares, led by Vanguard, BlackRock and State Street, and added positions in 3,034 funds over the past year. Analysts cite accelerated AWS capex, AI service deployments and international logistics investments as key drivers for continued revenue growth and margin recovery into 2026.