Last-mile costs rise 12% for a second year, survey finds

Industry
โดย FreightWaves·US·Read original
Summary · why it matters

Last-mile delivery costs rose 12 percent in 2026, matching the increase operators saw a year ago, according to new research from FarEye presented Thursday at the Last Mile Leaders America event in Chicago. The survey, which gathered more than 3,000 data points from U.S. delivery operators in the first half of 2026, found that six in 10 operators reported increases above 10 percent, and one in five reported increases above 20 percent. FarEye CEO Kushal Nahata attributed the 12 percent rise to about six percent from public rate increases by FedEx and UPS, plus another six percent from operational inefficiencies. The survey also showed that 88 percent of operators said delivery cost is growing as fast as revenue or faster, and that reducing delivery cost was the top investment priority for 45 percent of operators. Companies with revenue above $1 billion posted a 13.8 percent median cost increase, the highest of any size band.

Impact on stocks 2

Industrials▼ · 2 stocks
FedEx Corporation
FDX
▼ NegativePricingrelevance

FedEx's public rate increases are cited as roughly half of the 12% last-mile cost rise, pressuring shippers and potentially volumes.

United Parcel Service Inc
UPS
▼ NegativePricingrelevance

UPS's public rate increases are cited as roughly half of the 12% last-mile cost rise, pressuring shippers and potentially volumes.

Off-coverage companies 1

FarEyePrivate▲ Positive
Demandrelevance

FarEye's survey on rising last-mile costs underscores operator focus on cost reduction, supporting demand for its delivery-cost software.

© 2026 MarketDXNews