United Parcel Service Inc. imposed shipping restrictions on some large retailers such as Gap Inc. and Nike Inc. this week, an early sign that the pandemic-fueled online shopping season is stretching delivery networks to their limits.

The delivery giant
UPS,
-0.51%

 on Cyber Monday notified drivers across the U.S. to stop picking up packages at six retailers, including L.L. Bean Inc., Hot Topic Inc., New Egg Inc. and Macy’s Inc
M,
+4.27%

 , according to an internal message reviewed by The Wall Street Journal and confirmed by UPS workers in different regions. “No exceptions,” the message said.

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