Logistics Strategy Shift: Amazon Strengthens Delivery Autonomy Amazon recently announced that, due to a lack of long-term certainty, the company has activated contingency plans to ensure customer delivery needs are met regardless of the outcome of the United States Postal Service (USPS) delivery service bidding.

This statement highlights Amazon's strategic adjustment in its logistics supply chain, namely reducing reliance on a single external partner and shifting towards a more autonomous and controllable delivery system. **Background: USPS Bidding Remains Unresolved** The delivery contract with the United States Postal Service has long been a crucial part of Amazon's logistics network, especially in the "last mile" delivery segment. However, the USPS bidding process has been prolonged and remains uncertain, creating ambiguity for Amazon's long-term logistics planning. In recent years, Amazon has significantly increased investment in building its own logistics system, including expanding its air cargo fleet, constructing sorting centers, and promoting the "Amazon Delivery Service Partner" program, gradually reducing dependence on third-party logistics providers such as USPS and UPS. **Response Strategy: Multi-pronged Approach to Ensure Fulfillment Capability** To address various possible outcomes of the USPS bidding, Amazon is accelerating its logistics diversification strategy. The company has expanded cooperation with regional logistics firms and continues to invest in technologies such as drone delivery and warehouse automation to enhance delivery efficiency and controllability. In addition, Amazon has recently ramped up seasonal temporary hiring to cope with demand fluctuations during holiday delivery peaks. **Industry Impact: Logistics Autonomy Becomes Key to E-commerce Competition** Amazon's latest statement further confirms the strategic consensus among e-commerce giants regarding logistics autonomy. As e-commerce order volumes continue to grow, fulfillment capability has become a core element of user experience and platform competitiveness. Retailers such as Walmart and Target are also increasing logistics investments to shorten delivery times and reduce external dependencies. This trend may bring structural shocks to traditional logistics companies while driving technological upgrades and efficiency improvements across the industry. **Market Watch: Investors Focus on Cost and Efficiency Balance** Although Amazon has not disclosed specific capital expenditure details for its contingency plans, the market is generally concerned about the impact of its logistics investments on profit margins. Goldman Sachs analysts point out that while logistics autonomy may increase short-term costs, it will help improve delivery efficiency, control fulfillment expenses, and strengthen user loyalty in the long run. If Amazon can optimize its cost structure during this process, the profitability of its e-commerce business is expected to be further unleashed. Amazon will disclose more details of its logistics strategy in the next quarterly earnings report, and investors will closely monitor its delivery costs, timeliness indicators, and the latest developments in its cooperation with USPS.