EP 6 - Q4 Shipping Prep

I’m going to Commerce Roundtable in San Diego on September 22nd. If you’re going to be there, let me know!

In Today’s Email:

• Q4 2025 Shipping Prep

• 2026 Shipping Market Forecast

• Bookmarks

I have partnerships with over 20 carriers and aggregators, and many of have mentioned to me that they are implementing code freezes in October to prepare for peak season.

This means that they won’t do any pricing changing or take on new clients.

That means that the next two weeks are your last opportunity to lock in savings in 2025.

Depending on your volume, this could represent tens of thousands in savings, so this is an opportunity you don’t want to miss.

Apply pressure now.

In 2024, FedEx and UPS combined for 65% market share of a $200B industry. They currently hold the status of a duopoly, but that is quickly changing.

Amazon and “Others” are gaining market share, and we expect to see more innovation and disruption in the space.

All these players compete on the following variables:

1) Shipping rates
2) Speed
3) Tracking Capability
4) Less Claims / Ease of Claims Resolution

Amazon Logistics and "Other" will likely increase market share.

Brands and consumers will be the winners of the increased competition.

See you all next Thursday 👋

Keyan

PS: Whenever you’re ready… we help brands save north of 10% on last mile shipping costs. If you’d like to work together, just reply “Ops” and I’ll shoot you details.