Story perspectives
Retailers Surge in Delivery Market, Challenging Major Carriers
4/22/2025
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Story summary
- Retailers' private fleets delivered 2.3 billion packages in 2024, marking a 44% increase from 2023.
- Their market share increased from 7% to 10%, while UPS, FedEx, and USPS experienced stagnant or declining growth.
- Walmart and Target are enhancing their in-house delivery networks, challenging traditional carriers.
- Smaller carriers are gaining traction as shippers aim to cut costs due to rising fees from larger companies.
