Amazon Plans Project Mercury Same-Day Delivery Expansion to 1,000 Sites by 2031

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โดย GuruFocus·US·Read original
Summary · why it matters

Amazon is reportedly preparing a major expansion of its same-day delivery network, targeting more than 1,000 dedicated facilities by 2031, up from roughly 85 today. The initiative, known internally as Project Mercury, would place dedicated same-day facilities within a 10-mile straight-line radius of 80% of U.S. Prime subscribers by 2031, according to Business Insider, compared with many current same-day sites positioned roughly a 90-minute drive from customers. Amazon's three-year operating plan allocates $6.8 billion toward U.S. same-day capacity during 2026 and 2027, and internal analysis reportedly estimates Project Mercury could generate $7.1 billion in economic value over a decade and become cash-flow positive by 2030. An Amazon spokesperson said internal forecasts are preliminary, subject to significant revision, and should not be treated as finalized plans, while noting the company is focused on delivering faster for customers. The expansion could strengthen Amazon's speed advantage against Walmart, DoorDash and Instacart, but the biggest risk is overbuilding capacity before order density justifies the investment.

Impact on stocks 4

Artificial Intelligence▲ · 1 stocks
Amazon.com Inc
AMZN
▲ PositiveCapitalrelevance

Amazon's three-year plan allocates $6.8B to U.S. same-day capacity, with Project Mercury projected to add $7.1B in economic value and turn cash-flow positive by 2030.

Cloud & Digital Infrastructure▼ · 1 stocks
Maplebear Inc.
CART
▼ NegativeCompetitionrelevance

Amazon's faster same-day network could strengthen its speed advantage against Instacart (Maplebear).

Consumer Discretionary▼ · 1 stocks
Consumer Staples▼ · 1 stocks
Walmart Inc.
WMT
▼ NegativeCompetitionrelevance

Amazon's same-day expansion could strengthen its speed advantage against Walmart.

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