Amazon's next big logistics bet rips a page from its AWS playbook and rattles rivals

An important development from the financial markets: Amazon on Monday took another step to turn its vast logistics network into a revenue-generating machine — a familiar move that is boosting investor confidence in the stock and hitting shares of its competitors. Amazon unveiled what it calls Amazon Supply Chain Services (ASCS), giving businesses access to its full suite of freight, distribution, fulfillment, and parcel shipping capabilities. The offering expands its third-party logistics reach beyond its marketplace sellers to companies across industries, including healthcare, manufacturing, and retail.

Among the first to sign up for ASCS are major brands, including Club name Procter & Gamble , 3M , Lands' End , and American Eagle Outfitters , underscoring the growing appeal of Amazon's logistics infrastructure. "It's a no-brainer for Amazon to do this. There's nobody as good as Amazon at supply chain," D.

Economic Details

Davidson Gil Luria told CNBC in an interview Monday. He framed the launch as "an extension beyond retailers to any company with any type of good or product or input that they need to transport. " It's a strategy that Wall Street is likening to how the company's cloud business, Amazon Web Services, evolved.

Amazon initially built a cloud platform out of necessity for internal use. It was only later that it grew into Amazon Web Services, which was launched in March 2006. Now the biggest cloud in the world, AWS reported last week that revenue growth re-accelerated to 28% in the first quarter to $37.

Monday's supply chain move comes as confidence in Amazon's broader businesses continues to build. "Amazon is a more confident Amazon than I've ever heard," Jim Cramer said during Monday's Morning Meeting . He added, "I am very proud that this is our largest position" in the Club portfolio.

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"There's a lot of things going right, including the semi business, the food business, and the entertainment business. All three are on fire," he concluded. Amazon rose as much as 3% on Monday, hitting another intraday all-time high of over $276 per share.

Shares are up 17% year-to-date and a whopping 41% since their 2026 low of $196. AMZN 1Y mountain Amazon 1 year performance Even after the rally, "This could be the breakout for Amazon," Jim said earlier on "Squawk on the Street. " Jim added, "When Amazon wants to win, it can win.

It's got the best supply chain in the world. " That advantage was immediately reflected in the stock market. Shares of industry incumbents United Parcel Service and FedEx fell 9% and 8%, respectively, making them among the biggest laggards in the S & P 500 on Monday, and signaling that Amazon is becoming a more direct competitor.

Financial markets are tracking the development closely as investors assess the likely impact.