Holiday 2024: The Last Mile—Trends and Challenges as We Enter the Holiday Shopping Season
13 minutes

Holiday 2024: The Last Mile—Trends and Challenges as We Enter the Holiday Shopping Season

Primary Analyst:
Sujeet Naik, Analyst
Contributors
Primary Analyst:
Sujeet Naik, Analyst
Sector Lead: Anand Kumar, Associate Director of Retail Research
Insight Report

What's Inside

We assess the trends and challenges that we expect to affect last-mile shipping during the 2024 holiday season—defined by Coresight Research as the entire fourth quarter of the year (October–December)—as well as which retailers are likely to benefit from prior last-mile investments.

Data in this research report include:

  • Total and e-commerce nominal holiday-quarter retail sales (excluding gas and auto sales), 2023 and 2024E
  • Proprietary survey data on what fulfillment methods US holiday shoppers plan to use
  • Peak holiday shipping surcharges for FedEx and UPS, 2023 and 2024

Companies mentioned in this report include: Amazon, American Eagle Outfitters, Costco, FedEx, Gap, Kroger, Target, United Parcel Service (UPS), Walmart

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