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
Other relevant research:
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