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Amazon is planning an unprecedented plan to expand its same-day delivery business, which may reshape the US retail landscape and challenge Walmart's biggest competitive advantage in everyday consumer goods. Amazon's internal planning documents have learned that the goal of this project, codenamed the “Mercury Project,” is to expand Amazon's same-day fulfillment sites to more than 1,000 by 2031. Compared with the current 85 sites, the scale has increased tenfold. The project will cost several billion dollars and is expected to change the consumption pattern of Americans purchasing daily necessities such as fresh food, tissues, and cough medicine. With thousands of large stores around American consumers, Walmart has long occupied this highly sticky and high-value market. Amazon is betting that by building hundreds of same-day fulfillment centers, inventory will be moved closer to consumers and the competition rules for daily use retail will be rewritten. This type of fulfillment center reserves 90,000 of the most popular products on the platform.

Zhitongcaijing·09/16/2026 09:17:09
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Amazon is planning an unprecedented plan to expand its same-day delivery business, which may reshape the US retail landscape and challenge Walmart's biggest competitive advantage in everyday consumer goods. Amazon's internal planning documents have learned that the goal of this project, codenamed the “Mercury Project,” is to expand Amazon's same-day fulfillment sites to more than 1,000 by 2031. Compared with the current 85 sites, the scale has increased tenfold. The project will cost several billion dollars and is expected to change the consumption pattern of Americans purchasing daily necessities such as fresh food, tissues, and cough medicine. With thousands of large stores around American consumers, Walmart has long occupied this highly sticky and high-value market. Amazon is betting that by building hundreds of same-day fulfillment centers, inventory will be moved closer to consumers and the competition rules for daily use retail will be rewritten. This type of fulfillment center reserves 90,000 of the most popular products on the platform.