Core Viewpoint - Amazon is planning to expand its own national delivery operations and may reduce its reliance on the US Postal Service (USPS) due to stalled negotiations over a new shipping agreement [1][2]. Group 1: Negotiation Status - Amazon sought a new deal with USPS to secure more favorable rates and establish higher minimum parcel volumes, but discussions ended without an agreement [2]. - The current agreement between Amazon and USPS is set to expire on October 1, 2026, and Amazon had been looking for a four-year extension [4]. Group 2: Financial Implications - Amazon is expected to generate over $6 billion in revenue for USPS in 2025, accounting for 7.5% of USPS's total revenue for that year [4]. Group 3: Future Plans - In response to USPS's proposed changes, Amazon is preparing contingency plans to withdraw billions of parcels routed through USPS by the end of 2026 [3]. - USPS plans to conduct a reverse auction in early 2026, allowing Amazon and other major customers to bid for access to postal facilities, which would change the current arrangement that favors large corporations [6]. Group 4: Relationship Dynamics - Amazon has described USPS as a "long-standing and trusted partner" and remains committed to collaboration despite the ongoing negotiations [4][5]. - The shift in USPS's approach is part of a broader scrutiny of its commercial arrangements, aiming to open access to regional delivery companies [5][6].