Key insights
- Amazon's new Amazon Supply Chain Services (ASCS) expands its logistics offerings beyond its marketplace, boosting investor confidence. Major brands like P&G and 3M are early adopters. This move strengthens Amazon's competitive position and could positively influence its stock price and the broader e-commerce sector.
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.A. Davidson Gil Luria told CNBC in an interview Monday.
My 800 shares are already up 25.5% YTD . . . Minimally, I expect a 100% return by the beginning of 2027. Yes, please bookmark this.