UPS Picks Profitability Over Volume, and The Teamsters Push Back

Art of Supply · Apr 23, 2026 · 18m

"This was a company that was once all about volume, was all about customer service, was all about growth, was all about sales, was all about creating jobs." - Sean O'Brien, General President, International Brotherhood of Teamsters

In 2024, Amazon accounted for 11% of UPS's revenue but between 20% and 25% of U.S. network volume.

When UPS announced that they were planning to reduce their Amazon package volume by over 50% in early 2025, the market responded negatively. Not only did their revenue decline, but they were also forced to reduce headcount by 48,000, shutter 93 facilities, and…