Amazon has opened its Supply Chain Services platform to external shippers, integrating its freight network—including trailers, intermodal containers and air cargo capacity—with its fulfillment centers, distribution hubs and last-mile operations, expanding access beyond traditional marketplace sellers.

RXO Inc shares plunged nearly 10% on Monday as investors reacted to the expanded Amazon logistics offering, contributing to a broader sell-off in transportation stocks across trucking, intermodal and parcel delivery segments.

Analysts describe the launch as strengthening Amazon’s commercial offering without representing a fundamental shift, noting the platform targets cost-sensitive customers by monetising excess logistics capacity rather than competing on premium service levels.

Despite the initial sell-off, cyclical recovery signs and steady demand suggest RXO could weather competitive pressure; strategic pricing adjustments and service differentiation may be key to retaining freight volumes and market share.