United Parcel Service's decision to cut Amazon's volume by 50% by mid-2026 is a strategic move to enhance profitability. See ...

Tomé said that the remaining half of UPS's business with the e-commerce giant included handling some returns for Amazon — something UPS does "very, very well" and is unlikely to go away anytime ...

noting Amazon's reliance on The UPS Store locations for customer returns. "I don't think it will go all away," Tomé said. "I think we're landing at the right spot with this accelerated glide down." ...

E-commerce giant Amazon accounted for 11.8% of revenue at UPS in 2024, but “looking ahead, we project this business, if we take no action, will drive diminishing returns,” CEO Carol Tomé said ...

The reduction in Amazon deliveries and bringing SurePost deliveries in-house will lead to a significant improvement in the profit margin at UPS. The changes to its network will take time to implement.

He agreed with Ms. Tomé’s plan for UPS to replace the jettisoned Amazon deliveries with higher-return customers such as small and medium-sized enterprises, business-to-business commerce, healthcare ...

it will likely result in diminishing returns.” Amazon made up 11.8% of UPS's total company revenue in fiscal 2024, however, the margin on Amazon packages is "very dilutive" to its U.S ...

Tomé said she doesn't believe the remainder of Amazon's volume is on the chopping block, noting Amazon's reliance on The UPS Store locations for customer returns.