Amazon sets sights on LTL market

Dive Brief

The e-commerce giant could launch the potentially disruptive transportation product in 2026, according to J.P. Morgan analysts.

Published Feb. 27, 2025

First published on

Dive Brief:

• Amazon is aiming to expand its delivery reach with less-than-truckload services, which could launch in 2026, according to J.P. Morgan research notes.
• Job postings from the e-commerce giant provide further evidence of the LTL expansion for Amazon Freight’s core truckload offering. The unit also already provides intermodal services.
• Amazon’s planned disruption in the LTL market carries potential risks for the industry, Bank of America analysts said in a research note. But they also pointed out caveats such as potential aversion by the e-commerce giant to hire company drivers.

Dive Insight:

Amazon is developing a Dispatch & Disruption team for Amazon Freight Less-Than-Trucklo…