AMZN · 10-Q · 2026Q2 · Full report
Fulfillment Capacity Expansion
AMAZON COM INC · 2026-07-31 · Importance 74 · Surprise 58 · From source text
Amazon increased investments in its fulfillment network alongside higher sales volumes, while operational efficiencies partially offset the resulting cost increase. The company is expanding fulfillment capacity to support greater product selection, higher in-stock inventory levels, and anticipated shipment volumes from both Amazon retail and third-party sellers using Fulfillment by Amazon. Fulfillment requirements include North America and International fulfillment centers, physical stores, customer service centers, payment processing, and selected third-party fulfillment services.
Key facts
- Fulfillment costs were $25,976 million in Q2 2025 and $29,633 million in Q2 2026; $50,569 million and $56,922 million for the six months ended June 30, 2025 and 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| operating_income | negative | realized | -3.2% | Fulfillment costs were $25,976 million in Q2 2025 and $29,633 million in Q2 2026; $50,569 million and $56,922 million for the six months… |
| operating_income | negative | realized | -1.8% | Fulfillment costs were $25,976 million in Q2 2025 and $29,633 million in Q2 2026; $50,569 million and $56,922 million for the six months… |