Logistics stocks plunged on the announcement on Monday, and one of the hardest-hit companies was GXO Logistics ( GXO +0.12%), which is the world's largest pure-play contract logistics company. GXO stock fell 18% on the news, a sign that investors believe Amazon represents a significant threat to the company.

American Eagle Outfitters and Lands' End are among the first adopters as Amazon opens its logistics network to all businesses and intensifies competition with FedEx, UPS and DHL.

The company said its shipping, fulfillment and delivery services would be offered to other businesses. Several large corporations have already signed on.

Amazon announced its new business, Amazon Supply Chain Services, this morning. The company is opening up its logistics infrastructure to outside businesses. Amazon's disruptive threat has been exaggerated in the past.

GXO raised its 2026 earnings guidance, and is welcoming the competition from Amazon as the e-commerce giant directly takes on the logistics industry.

Amazon will allow companies across industries, such as retail, healthcare and manufacturing, to use its supply ⁠chain ‌network.

Amazon is expanding deeper into logistics, bundling its freight, trucking and last-mile delivery into a new offering called Amazon Supply Chain Services. The move opens its vast distribution network to outside companies,

GXO Logistics CEO Patrick Kelleher said Amazon’s new supply chain services validate — rather than threaten — the long-term growth opportunity in outsourced logistics. The post GXO raises 2026 outlook,