Amazon as Retail Logistics Backbone

Amazon will now fulfill orders placed on Walmart.com through its Multichannel Fulfillment network, shipping in unbranded boxes to meet Walmart’s rules. The same service already supports eBay, Etsy, and Temu and will add Shein, making Amazon a cross‑platform logistics layer while competing with UPS, FedEx, ShipBob—and Walmart’s own network. — This recasts Amazon as neutral infrastructure for rivals, raising dependence and antitrust questions as platform power consolidates in logistics rather than storefronts.