Carrier diversification unravels the last-mile delivery duopoly

Industry
โดย FreightWaves·Read original
Summary · why it matters

More than half of retailers are now using carriers outside FedEx, UPS and the U.S. Postal Service, as the maximum wait consumers will accept for free shipping has fallen to 2.6 days, according to AlixPartners' 14th annual Home Delivery Survey. The survey found 55% of retailers using alternative carriers, with over a third actively shifting volume away from FedEx and UPS, while 88% of shoppers said a late delivery with only an apology weakens or ends their willingness to buy again. Amazon handled 6.7 billion parcels in 2025, up 9.8%, becoming the largest domestic parcel carrier by volume, while alternative carriers including UniUni, Veho, Gofo, Jitsu, SpeedX, OnTrac and Better Trucks grew volume 13% to 2.6 billion units. Ground parcel rates ran 34% above the 2018 baseline during last year's peak season, and both FedEx and UPS implemented a 5.9% general rate increase for 2026. Reliability has edged past cost as the top reason executives pick their primary last-mile carrier, and 68% of executives named ETA accuracy their top AI priority for the next two to three years.

Impact on stocks 3

Industrials▼ · 2 stocks
FedEx Corporation
FDX
▼ NegativeCompetitionrelevance

55% of retailers using alternative carriers, with over a third actively shifting volume away from FedEx and UPS.

United Parcel Service Inc
UPS
▼ NegativeCompetitionrelevance

55% of retailers using alternative carriers, with over a third actively shifting volume away from FedEx and UPS.

Artificial Intelligence▲ · 1 stocks
Amazon.com Inc
AMZN
▲ PositiveDemandrelevance

Amazon handled 6.7 billion parcels in 2025, up 9.8%, becoming the largest domestic parcel carrier by volume.

Off-coverage companies 8

AlixPartnersPrivate± Mixed
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Better TrucksPrivate± Mixed
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GofoPrivate± Mixed
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JitsuPrivate± Mixed
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OnTracPrivate± Mixed
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SpeedXPrivate± Mixed
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UniUni (Uni Express Inc.)Private± Mixed
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VehoPrivate± Mixed
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