Reasons to Read

Uncover how tariff-driven early shopping and carrier diversification are reshaping peak season logistics.

Read this report to discover answers to these and other questions about the US holiday last-mile landscape:

• How is the early pull-forward of holiday demand expected to impact last-mile delivery networks in 2025?
• Why are most online holiday shoppers opting for regular delivery despite the rise in faster fulfillment options?
• How will rising holiday surcharges from FedEx and UPS affect large-volume shippers—and which alternatives are gaining traction?
• What role will the persistent labor shortfall play in shaping logistics capacity this season—and how are retailers responding?

Companies mentioned in this report include: Amazon, Costco, FedEx, GLS US, H-E-B, Rithum, SpeedX, Target, UniUni, UPS, Veho and Walmart.

Data in this report include: Consumer survey data on early holiday shopping behavior and delivery preferences; fulfillment method preferences among online shoppers; surcharge comparisons from FedEx and UPS; labor market statistics for transportation and warehousing sectors.

Other relevant research:

• All Coresight Research coverage of US holiday retail