LOS ANGELES, Sept 29 (Reuters) – U.S. delivery companies are on track to handle 2.3 billion packages this holiday season, 5% more than last year, as an extra shopping day helps offset the drag from President Donald Trump’s tariff policies, according to a forecast released on Monday.
Investors are keen for information on the holiday delivery season that stretches from Thanksgiving to Christmas because companies like FedEx and UPS can deliver twice the normal number of packages on some days.
The volume decline at UPS and USPS combined was more than what Amazon and FedEx gained, and that additional volume of 102 million packages was likely handled by the private delivery networks of large retailers like Walmart or by other carriers, the report said.
If current trends stretch into the holiday season, “we expect FedEx and Amazon to experience a 5 to 8 percent increase with UPS and USPS being flat,” ShipMatrix added.
Higher U.S. prices for goods tied to Trump’s tariffs as well as the end of import duty exemptions for low-value goods sold via China-linked retailers like Temu and Shein have been sapping already-soft delivery demand.
