E-Commerce

For Cyber Week, which ShipMatrix defines as the week of December 1-7‑and a period in which more than 100 million parcels per day are handled, with more than 80% of these parcels being holiday gifts and delivered to residences—the firm reported very strong performance results for FedEx, UPS, and the United States Postal Service (USPS).

Logistics Management Group News Editor Jeff Berman recently interviewed Ali Faghri Chief Strategy Officer at Greenwich, Conn.-based national less-than-truckload (LTL) carrier XPO. Faghri provided Berman with a detailed overview of the LTL market, economic conditions, and how XPO is leveraging AI, among other topics, in the interview below.

Top-level executives at Plantation, Fla.-based global express delivery and logistics services provider DHL shared their thoughts and expectations about the 2025 Peak Season this week, on a company-hosted call.

While 32% of logistics stakeholders report operational disruptions like cost increases and slower deliveries, nearly half say they've seen no impact—suggesting a complex, uneven industry transition.

Quarterly revenue, at $22.2 billion, increased 3% annually, its highest annual growth rate since the pandemic, and operating income, at $1.30 billion, was up 7%. Earnings per share, at $3.83, beat Wall Street expectations, at $3.61.

Effective today, August 29, the de minimis exemption, which allows shipments under $800 sent to the United States to not be subject to tariffs, officially will be removed. That was the edict delivered in a White House executive order in late July.

A report issued this week by Dallas-based industrial real estate firm CBRE found that third-party logistics (3PL) services providers saw gains in the number of the largest industrial leases signed over the first half of 2025, with the firm citing large occupiers outsourcing more of their warehousing and supply chain operations as a key driver the growth.

Third quarter fiscal year 2025 earnings issued this week by the United States Postal Service (USPS) saw a steeper net loss, at $3.1 billion, than the $2.5 billion reported a year ago, for the quarter.

Waterloo, Ontario-based Descartes, a provider of logistics based on-demand, software-as-a-service offerings, announced it has acquired Los Altos, California-based Finale Inventory, a cloud-based inventory management services provider, with a focus on supporting e-commerce businesses across their lifecycle.

Quarterly consolidated revenue, at $21.2 billion, fell 2.7% annually, and basic earnings per share, at $1.55 (short of Wall Street estimates of $1.57), fell $0.24, or 13.4%, annually. Total operating profit, at $1.8 billion, decreased 6.3% annually. 

The company explained that this investment comprises its major divisions—DHL Express, DHL Global Forwarding, DHL Supply Chain, and DHL eCommerce, in various ways, including enhancing infrastructure, expanding networks and capacity, and elevating service capabilities.

In this podcast, Logistics Management Group News Editor Jeff Berman interviews Melinda McLaughlin, Senior Vice President, Global Head of Research, for Prologis.

Stephanie Rodriguez, National Director of Industrial Services at Colliers, shares how she’s helping clients make smart decisions in what she calls a VUCA era—short for volatility, uncertainty, complexity, and ambiguity.

Executives from San Diego-based parcel consultancy Shipware offered up some observations on this development, with Amazon and FedEx renewing business ties, following a June 2019 breakup, in which FedEx announced it made a “strategic decision” not to renew the FedEx Express U.S. contract with Amazon, as it focused on serving the broader e-commerce market.

In addition to the implementation of sweeping tariffs on United States global trading partners earlier this week, the Executive Order issued by the White House also included language regarding the end of the de minimis treatment, which allows goods under $800 sent from China and Hong Kong to the U.S. to not be subject to tariffs.