Amazon projects it's on track to deliver nearly 90% of its own US packages

An Amazon delivery van.

Bloomberg/Getty Images Amazon forecasts its own delivery network will handle nearly 90% of its US packages by 2029.

Almost all projected package growth would flow through Amazon's own delivery network.

Amazon projects that UPS and USPS will handle a shrinking share of its packages.

Amazon's own delivery network is handling a rapidly growing share of its US packages , with a recent internal forecast projecting that figure could approach nine out of every 10 packages by 2029.

Amazon's latest preliminary forecast puts its own delivery network at 86.3% of its US packages in 2027, 87.4% in 2028, and 88.7% in 2029, according to an internal planning document from late July that Business Insider reviewed.

The shift is happening faster than Amazon previously projected.

Its prior estimates put first-party delivery at 83.8% of US packages in 2027 and 85% in 2028, according to the document.

In 2023, the company said it delivered over two-thirds of its own packages in the US, the last time it publicly disclosed that figure.

Amazon's latest plan projects that its own delivery network would handle roughly 12.2 billion US packages in 2027, growing to 15.8 billion in 2029.

The previously unreported figures quantify how profoundly Amazon's relationship with the traditional parcel industry has changed.

Over the past decade, Amazon has transformed itself from one of the biggest customers of carriers like UPS and the US Postal Service into a delivery giant in its own right.

Some outside carriers have also pulled back or changed the capacity they provide.

At the same time, greater control over delivery has become increasingly important to Amazon's retail business.