Summary
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Amazon Supply Chain Services officially launched its full-scale less-than-truckload (LTL) freight offering to all businesses on June 10, expanding beyond its previous inbound-only model for Amazon sellers. Businesses can now ship by pallet using Amazon's LTL network, sharing trailer space for partial loads to reduce costs compared to full-truckload shipping. The move positions Amazon as a direct competitor to traditional LTL carriers like FedEx Freight (now FDXF), XPO, and Old Dominion, leveraging its existing logistics infrastructure and technology platform. For shippers, Amazon's entry brings new capacity and potentially disruptive pricing to a market already tightening from FMCSA enforcement-driven capacity reductions.