Amazon has been combating coronavirus-related issues on multiple fronts for the past several months.
Given the scale of the issues at hand and their variability, Amazon has hesitated to provide any kind of prediction for when delivery times will return to normal.
Those levers have largely been inaccessible during the pandemic, and its remaining options take longer to deliver or are much more costly, Thomson said. For example, Amazon may be relying more on trucking amid higher air cargo costs and limited capacity. Trucking is inherently slower than flying packages across the country.
"One of the reasons Fulfillment by Amazon is so good is they have so many modes of shipping," Thomson said. "They figured out how to optimize all those pieces, but all of a sudden, those pieces don't exist. Amazon is having to optimize its network using higher expense or longer time transportation modes."
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