Amazon moved some Canadian sourcing from the US to China to avoid tariffs

Amazon projects a 40% increase in Canadian package volume from 2026-2029 and will shift some direct-import sourcing from the U.S. to China to avoid a 50% U.S. duty on certain Canadian goods. It cites competition from Walmart, Loblaws and Best Buy, whose two-hour coverage reaches 70-85% of households, versus Amazon’s same-day coverage of about 54.5% of Prime members. By 2029, Amazon plans to deliver 63% of shipments within 160 miles and 93% within 1,000 miles, preferring partner-based last-mile delivery after finding new stations financially negative.