Major U.S. logistics companies are restructuring in 2025, fueling concerns about broader disruptions across the shipping sector. UPS announced 20,000 layoffs and a 50% reduction in Amazon deliveries this week, citing cost pressures, shrinking margins, and trade instability.
The shakeup could push more deliveries to USPS and FedEx—but it’s unclear whether USPS can absorb major volume shifts without disruption. The Postal Service has not announced layoffs, but analysts warn that changes to last-mile delivery agreements could pressure margins and staffing, especially in rural areas.
USPS depends heavily on bulk delivery deals with Amazon, UPS, and FedEx. A pullback from private partners could disrupt the flow of packages and create new operational challenges.
