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Amazon has rolled out its ultra-fast Amazon Now service in four major markets and plans further expansion to reach tens of millions of customers by the end of 2026. The move builds on earlier same-day and one-hour delivery initiatives while the company focuses on Whole Foods for physical retail after closing Amazon Fresh and Go stores. Shares of Amazon have outperformed the broader market in 2026.
supermarketnews.comAmazon has expanded its Amazon Now ultra-fast delivery service, which now brings thousands of grocery, household essentials and other items to customers in about 30 minutes or less in Atlanta, the Dallas Fort-Worth area, Philadelphia, and Seattle. 99 fee for non-members, with additional fees for orders under $15. 99 per month or $139 annually.
To enable the rapid delivery, Amazon uses smaller fulfillment centers located close to where customers live. Amazon plans to expand Amazon Now to dozens more cities including Austin, Houston, Phoenix, and Denver. The expansion aims to reach tens of millions of customers by the end of 2026.
The service caters to items that customers need urgently, including fresh produce like vegetables, eggs and dairy as well as personal care and electronics. U.S. areas for over 90,000 products.
One-hour delivery is accessible in hundreds of cities and towns while three-hour delivery covers over 2,000 locales. These options remain more widely available than the new 30-minute service. In August 2025, Amazon announced a broad rollout of same-day grocery delivery.
U.S. by year-end 2025. On its first-quarter 2026 earnings call, CEO Andy Jassy said perishable foods made up nine of the top 10 most ordered items for same-day delivery where the service is available.
“Customers shopping same-day perishables build larger baskets, adding nearly three times as many items to their order and spend over 80% more than customers who don't." — Andy Jassy, CEO In 2026, Amazon closed its Amazon Fresh and Go stores and is focusing on the Whole Foods banner for physical grocery. Whole Foods has over 550 stores and plans to add 100 more in the coming years. Cnbc reported that the shift underscores Amazon's emphasis on leveraging its existing retail footprint for grocery delivery. Just last week relative to May 16 2026, Amazon launched Amazon Supply Chain Services. The new business opens Amazon's fulfillment network, including freight, warehousing and delivery, to third-party businesses. Amazon's stock rose over 30% since its March 27 2026 Iran wartime bottom. In the same period, the S&P 500 advanced roughly 17%. Amazon shares have rallied about 14% year to date in 2026, compared with the S&P 500's 8.5% gain. That performance makes Amazon the second-best performing megacap tech stock in 2026. Alphabet is up 27% year to date in 2026. Cnbc reported that the faster delivery announcements have contributed to investor optimism about Amazon's e-commerce momentum. Walmart has roughly 4,600 U.S. stores. In the holiday quarter, about a third of orders fulfilled from a Walmart store were delivered in less than three hours, John David Rainey said in February 2026. Wells Fargo analysts argued in a note Tuesday that Walmart remains the early leader in same-day delivery. Kroger has about 2,700 stores and Albertsons has roughly 2,200. Cnbc reported that Amazon's assortment for same-day delivery falls well short of these omni-channel grocers given their extensive physical networks. Whole Foods' store count remains smaller despite its expansion plans. Morgan Stanley analysts wrote a note titled 'One Day We'll Say: Remember 2 Day Delivery?' this week relative to May 16 2026. They view the offline grocery total addressable market as $1.7 trillion. The analysts see Amazon Now as a step toward grocery becoming a long-term growth driver for Amazon's U.S. e-commerce business.”
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