The tariff war is colliding with Amazon's plan for growth in Canada
An Amazon delivery van in Vancouver, Canada Bloomberg/Getty Images Amazon plans to expand fulfillment and same-day delivery in Canada.
Amazon was already changing some sourcing decisions to avoid tariffs.
Amazon's Canadian growth faces competitive pressure from Walmart and other major retailers.
Amazon is doubling down on Canada even as an escalating tariff war adds another complication to one of the company's significant international markets.
Internal documents reviewed by Business Insider show that Amazon expects package volume in Canada to grow faster, percentage-wise, than in the US over the next several years.
Its plans include expanding fulfillment capacity, same-day delivery, and its logistics network in Canada.
Amazon was still laying out those expansion plans in late July, after President Donald Trump announced additional 50% tariffs on certain Canadian imports.
An earlier Amazon document from March shows that tariffs were already affecting some of the company's Canadian supply chain decisions.
The documents provide a rare look at the balancing act facing large retailers as tariffs reshape cross-border commerce.
Amazon's latest forecasts suggest trade tensions haven't yet derailed its Canadian growth ambitions, even as earlier tariffs prompted some sourcing changes.
Amazon is continuing to invest, betting that faster delivery can help it gain ground on competitors.
The internal forecasts are preliminary and subject to change.
In an email to Business Insider, an Amazon spokesperson said the company has invested more than C$65 billion, or about $47 billion, in Canada since 2010 and employs more than 46,000 people at operations sites across the country.
"For nearly 25 years, Amazon has been investing to serve customers and communities across Canada," the spokesperson said in a statement.
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