Amazon Expands Less-Than-Truckload Shipping Nationwide – Sparks Freight Stock Sell-Off

Amazon’s expansion into less-than-truckload shipping shakes freight industry stocks.

Amazon announced on June 10, 2026, it will offer less-than-truckload shipping to all businesses nationwide, extending beyond its own warehouse shipments. This structural shift challenges established freight carriers by broadening Amazon’s logistics services to the general market.

Amazon’s freight network, including 80,000 trailers and 24,000 containers, now supports businesses of all sizes across the United States. Jim Ruiz, director of Amazon Freight, emphasized that customer feedback praised the service’s technology, visibility, and reliability, prompting broader access. Following the announcement, shares of major carriers dropped sharply: Old Dominion Freight Line fell 5%, ArcBest 4%, Saia 3%, XPO Logistics 5%, and FedEx Freight about 7%. This development follows Amazon’s May unveiling of an “end-to-end” supply chain solution, signaling a deliberate push to reduce reliance on external carriers by offering in-house logistics to outside businesses.

While no timeline for further expansion was given, Amazon’s aggressive logistics growth suggests ongoing industry disruption.

Montana businesses might see shifts if Amazon’s nationwide reach affects regional freight options or pricing. Given Montana’s reliance on trucking for its vast geography, expanded less-than-truckload services could alter supply chain dynamics, possibly enhancing access or intensifying competition with local carriers.

Amazon trucking expansion sparks freight stock sell-off
By Annie Palmer, CNBC