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An Amazon warehouse (left); a JD warehouse (right). Photos: Rick T. Wilking/Getty; Wang Zhao/AFP/Getty

Amazon's move to slash free delivery times in half for Prime members — from 2 days to 1 — will squeeze American retailers, who are already scrambling to match it. But the e-commerce behemoth is still miles behind its Chinese rivals.

Why it matters: As we reported from China last summer, JD.com is already delivering 90% of its packages within 24 hours. Even 85% of packages shipped from abroad get to customers' doorsteps in a day. Last year, Alibaba said it will offer same-day delivery to all of China. Amazon is just catching up.

The backdrop: Part of why JD.com has been able to offer fast shipping is its logistics network — unlike anyone else in China, it controls the whole delivery process from warehouse to front door, across the country, relying on no other companies. Amazon continues to lean on UPS and USPS, in addition to its own vans and trucks.

  • What's next: Look for Amazon to significantly build out its own fleet, says Griffin Carlborg, an analyst with Gartner L2.

The big picture: In the U.S., "no one can match Amazon right now," Carlborg says.

  • It has money to spend: The company said it will lay out an immediate $800 million on added trucks, warehouses and employees — and it expects to keep spending more.
  • It has millions more products: While Walmart and Target, Amazon's top U.S. competitors, also offer fast shipping, their inventory eligible for quick delivery comes nowhere close to Amazon's 100 million available products, says Carlborg.

And Amazon's ambitions are bigger than what the Chinese companies have announced so far.

  • CFO Brian Olsavsky told analysts on Thursday that Amazon expects to take 1-day shipping to all of its international markets, including Brazil, China and India. For now, China's speeding shipping is primarily a domestic offering.
  • Worth noting: JD.com is aiming to offer same-day shipping for 85% of products in Indonesia, its next-biggest market. Flipkart, Amazon's chief rival in India, has same-day delivery in 10 cities.

Go deeper

Federal judge orders Trump administration to restore DACA

DACA recipients and their supporters rally outside the U.S. Supreme Court on June 18. Photo: Drew Angerer via Getty

A federal judge on Friday ordered the Trump administration to fully restore the Deferred Action for Childhood Arrivals program, giving undocumented immigrants who arrived in the U.S. as children a chance to petition for protection from deportation.

Why it matters: DACA was implemented under former President Obama, but President Trump has sought to undo the program since taking office. Friday’s ruling will require Department of Homeland Security officers to begin accepting applications starting Monday and guarantee that work permits are valid for two years.

Updated 1 hour ago - Politics & Policy

Coronavirus dashboard

Illustration: Aïda Amer/Axios

  1. Politics: Fauci says he accepted Biden's offer to be chief medical adviser "on the spot" — The recovery needs rocket fuel.
  2. Health: CDC: It's time for "universal face mask use" — Death rates rising across the country — Study: Increased testing can reduce transmission.
  3. Economy: U.S. economy adds 245,000 jobs in November as recovery slows — America's hidden depression: K-shaped recovery threatens Biden administration.
  4. Cities: Bay Area counties to enact stay-at-home order ahead of state mandate
  5. Vaccine: What vaccine trials still need to do.
  6. World: UN warns "2021 is literally going to be catastrophic"
  7. 🎧 Podcast: Former FDA chief Rob Califf on the vaccine approval process.
2 hours ago - Health

Bay Area counties to enact stay-at-home order ahead of state mandate

Golden Gate Park. Photo: Justin Sullivan via Getty

Counties around the San Francisco Bay Area will adopt California’s new regional stay-at-home order amid surges in cases and ICU hospitalizations, health officials said Friday.

The big picture: California Gov. Gavin Newsom announced a three-week stay-at-home order on Thursday that would go into effect in regions with less than 15% ICU capacity. Despite the Bay Area’s current 25.3% ICU capacity, health officials from Alameda, Contra Costa, Marin, Santa Clara, San Francisco and the city of Berkeley are moving ahead with a shelter-in-place mandate in the hopes of reducing risk.