By Daniil Davydoff
Following the U.S. parcel delivery market can feel like tracking a race. Tactical moves to increase network capacity, build facilities, and launch tools, as well as strategic changes in leadership and operating models, dominate assessments of which carriers are gaining or losing ground, but political and policy forces are shaping those decisions.
Labor dynamics, global instability, and supply chain resilience and security may ultimately determine which carrier is the winning “tortoise” or the losing “hare” more than commercial and operational considerations.
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