美国电商物流市场：依服务类型、作业范围、配送类型、类别、最终用户、地理、机会、预测，2018-2032

美国电商物流市场预计将从2024年的1057.8亿美元成长到2032年的2213.6亿美元，在2025-2032年的预测期内，年复合成长率为9.67%。这主要得益于消费者行为的变化、最后一哩配送和配送中心的扩张以及技术进步。该市场发展成为高速、大批量的营运模式，其核心不再是货物的运输，而是体验的管理。现今的消费者期望隔天甚至当日送达，不仅是送货上门，还包括他们的置物柜或工作场所。这种转变从根本上改变美国的物流价值链。

电商不再局限于沿海城市和大型仓储式商店。随着 Shopify 等平台赋能超本地商家，以及 DTC 模式在各行各业的广泛应用，物流供应商也竞相跟进。订单履行中心正向消费者靠拢，路线最佳化由人工智慧驱动，微型订单履行与自动化正成为常态。数位零售与实体基础设施之间的界线正变得模糊，而物流弥合这一差距。

例如，根据美国人口普查局的资料，2024年第四季，电子商务零售额将达到 3,089亿美元，年增 9.4%，约占美国零售总额的16.4%。以自然年计算，2024年电子商务总销售额达到 1.192 兆美元，较2023年成长 8.1%。

目录

第1章 专案范围与定义

第2章 研究方法

第3章 美国关税的影响

第4章 执行摘要

第5章 顾客评价

• 快速可靠的配送
• 透明且即时的追踪
• 灵活的配送选项
• 永续性

第6章 美国电子商务物流市场展望2018-2032

• 市场规模分析与预测
  • 依价值
• 市场占有率分析与预测
  • 依服务类型
    • 运输
    • 仓储
    • 加值服务
  • 依营运地区
    • 国内
    • 国际
  • 依配送类型
    • 标准配送
    • 当日送达
  • 依类别
    • 服装与生活方式
    • 汽车
    • 工程
    • 快速消费品与消费品
    • 电子产品
    • 医疗保健
    • 其他
  • 依最终用户
    • B2B
    • B2C
  • 依地区
    • 西部
    • 中西部
    • 南部
    • 东北部
  • 依公司市场占有率分析（前五名及其他 -2024年，依价值）
• 2024年市场地图分析
  • 依服务类型
  • 依营运地区
  • 依交付类型
  • 依类别
  • 依最终用户
  • 依地区

第7章 需求与供给分析

第8章 价值链分析

第9章 波特五力分析

第10章 PESTLE分析

第11章 服务定价模型

第12章 市场动态

• 市场驱动因素
• 市场挑战

第13章 市场趋势与发展

第14章 政策与监理格局

第15章 个案研究

第16章 竞争格局

• 五大市场领导者竞赛矩阵
• 五大公司SWOT分析
• 市场十大主要参与者情势
  • DHL International GmbH
  • GEODIS SA
  • Saddle Creek Logistics Services, Inc.
  • Rakuten Super Logistics, Inc.
  • Kenco Logistic Services, LLC
  • Kuehne+Nagel International AG
  • FedEx Corporation
  • Aramex International LLC
  • XPO Logistics Plc.
  • United Parcel Service, Inc.

第17章 战略建议

第18章 关于调查公司/免责声明

United States e-commerce logistics market is projected to witness a CAGR of 9.67% during the forecast period 2025-2032, growing from USD 105.78 billion in 2024 to USD 221.36 billion in 2032F, owing to changing consumer behaviour, expansion of last-mile delivery and fulfillment centers, and technological advancements. This market has grown into a high-speed, high-volume operation that is less about moving goods and more about managing experience. Today's consumers expect next-day or even same-day delivery, not just to the doorstep, but to lockers, workspaces, or wherever they choose. This shift has fundamentally reshaped the logistics value chain in the United States.

E-commerce is no longer confined to coastal cities or big-box players. With platforms such as Shopify enabling hyperlocal merchants and growing adoption of DTC models across industries, logistics providers are racing to keep pace. Fulfillment centers are moving closer to consumers, route optimization is powered by AI, and micro-fulfillment and automation are becoming standard. The line between digital retail and physical infrastructure is blurring, and logistics is the bridge.

For instance, according to the U.S. Census Bureau, e-commerce retail sales in Q4 2024 reached USD 308.9 billion, up 9.4% YoY, making up around 16.4% of total United States retail sales. On a calendar-year basis, total e-commerce sales hit USD 1.192 trillion in 2024, growing 8.1% from 2023.

Same-Day Delivery and Micro-Fulfillment Expansion in Urban Centers Lead to Market Growth

United States e-commerce logistics is transforming owing to same-day delivery and micro-fulfillment. Also, many individuals are now prioritizing delivery speed as much as price, forcing retailers to localize inventory in urban centers. Whereas micro-fulfillment hubs, small, automated warehouses in cities, cut last-mile delivery costs and time. This allows retailers to offer same-day or even hourly delivery, fostering customer satisfaction and loyalty. Furthermore, urban logistics investments are surging as commercial spaces adapt to handle packages. Therefore, retailers without localized inventory risk losing customers to competitors, as slow delivery leads to double-digit drops in retention.

As consumer expectations shift toward instant gratification, companies scaling micro-fulfillment and same-day delivery gain a competitive edge. This rapid evolution is not slowing down; it is accelerating, making such strategies essential for market growth. Therefore, a faster, more efficient e-commerce logistics landscape is needed with no turning back.

For instance, in January 2024, Amazon, Inc., opened its Boroughs Logistics Hub in Brooklyn, a micro-fulfillment site built specifically for same-day grocery and consumer electronics delivery. It leverages robotic picking and real-time routing for intra-day delivery across NYC's boroughs, enabling 3-hour order windows.

Direct-to-Consumer (DTC) Fulfillment and Platform-Driven Ecosystems Driving the Market

The e-commerce supply chain is significantly upgrading. Direct-to-consumer (DTC) fulfillment is changing the game rapidly as it decreases time and saves costs. Brands are skipping the middleman and no longer relying on big-box retailers due to higher margins, closer customer relationships and more control, driving the United States e-commerce logistics market growth. In addition, DTC means more orders, but smaller ones, which come in from everywhere. Inventory can no longer sit idle in a single warehouse, it must be strategically placed everywhere, ready to ship instantly. Agility is key, and platforms like Shopify and Amazon Multi-Channel Fulfillment are revolutionizing logistics, making it truly plug-and-play.

Smart algorithms predict what customers want and where they'll want it. Inventory gets shifted to micro-fulfillment centers, closer to the action. Faster delivery and lower costs are the new reality. DTC and platform-driven ecosystems are rewriting the rules. Companies in the market are planning to accept different market growth strategies, including partnerships, collaborations, joint ventures and others, to address the rising demand.

For instance, in 2023, Zurvita, a Houston-based wellness product retailer, partnered with Saddle Creek Logistics to manage direct-to-consumer order fulfillment. Saddle Creek handled inbound orders from health consultants and delivered finished products to end consumers via its extensive network of 43 U.S. distribution centers, including its 1.54 million sq. ft. Fort Worth warehouse, highlighting how mid-sized DTC brands depend on 3PL-led logistics to scale efficiently.

Apparel and Lifestyle Dominate Volume and Revenue in E-commerce Logistics

The United States apparel and lifestyle segment, spanning fashion, footwear, and accessories, continues to dominate e-commerce logistics demand by volume and revenue. High return rates, seasonal inventory cycles, and SKU diversity make this segment one of the most logistically intensive. In March 2025, FedEx introduced a box-free, label-free returns solution supported by Blue Yonder. Available initially at 3,000 U.S. drop-off locations (including Kohl's and FedEx Office stores), this service streamlines returns with digital QR codes, enhances returns logistics efficiency, and routes packages through centralized reverse logistics hubs. The initiative reflects a growing trend toward simplified, self-service logistics for e-commerce brands, toning down complexity and cost for high-volume return categories like apparel and lifestyle. High-frequency purchases, flash sales, and growing online penetration make this the most resource-intensive and revenue-dominant category in U.S. e-commerce logistics today.

Impact of U.S. Tariffs on the United States E-Commerce Logistics Market

U.S. tariffs on goods from China, Vietnam, and other manufacturing hubs have raised the landed cost of electronics, apparel, and home goods, three of the top-selling e-commerce categories. This has tightened profit margins for e-retailers and forced logistics players to optimize cost-per-order across the supply chain to stay competitive.

To offset tariff risks, e-commerce brands have shifted sourcing to Mexico and other lower-tariff partners. This trend is driving higher demand for cross-border logistics and border-adjacent fulfillment hubs (especially in Texas and California), reshaping warehouse network design across the U.S.

Tariff disputes have led to increased customs inspections, documentation scrutiny, and clearance times, particularly at West Coast ports. E-commerce sellers now maintain higher domestic inventory buffers, placing added pressure on 3PLs and warehouse providers to scale storage capacity.

With fluctuating tariff schedules and frequent policy updates, logistics providers are investing in trade compliance software and HS code automation to help e-commerce clients stay audit ready. Real-time visibility platforms are now a must-have for retailers importing tariff-sensitive goods.

Key Players Landscape and Outlook

Key players focus on innovation and customer-centric design to differentiate in a competitive market. They invest in R&D to develop multi-stage filtration systems that include HEPA, activated carbon, and UV technologies. These companies emphasize smart features such as air quality sensors, mobile app integration, and voice control compatibility to appeal to tech-savvy consumers. Marketing strategies often highlight health benefits, energy efficiency, and sustainability to resonate with eco-conscious buyers. Distribution channels are diversified across online platforms, retail stores, and specialty electronics outlets. Some brands offer subscription services for filter replacements, enhancing customer retention. Collaborations with health institutions, influencers, and HVAC professionals further strengthen brand visibility and credibility, especially in commercial and institutional settings like schools, hospitals, and offices.

For instance, during Cyber Week 2024, FedEx Corporation handled nearly 24 million pickups in the U.S. on Cyber Monday alone, which is 70% higher than a typical day, underscoring massive e-commerce-driven volume surges.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Impact of U.S. Tariffs

4. Executive Summary

5. Voice of Customers

• 5.1. Fast and Reliable Delivery
• 5.2. Transparency and Real-Time Tracking
• 5.3. Flexible Delivery Options
• 5.4. Sustainability

6. United States E-commerce Logistics Market Outlook, 2018-2032F

• 6.1. Market Size Analysis & Forecast
  • 6.1.1. By Value
• 6.2. Market Share Analysis & Forecast
  • 6.2.1. By Service Type
    • 6.2.1.1. Transportation
    • 6.2.1.2. Warehousing
    • 6.2.1.3. Value-Added Services
  • 6.2.2. By Operational Area
    • 6.2.2.1. Domestic
    • 6.2.2.2. International
  • 6.2.3. By Delivery Type
    • 6.2.3.1. Standard Delivery
    • 6.2.3.2. Same-Day Delivery
  • 6.2.4. By Category
    • 6.2.4.1. Apparel and Lifestyle
    • 6.2.4.2. Automotive
    • 6.2.4.3. Engineering
    • 6.2.4.4. FMCG and Consumer
    • 6.2.4.5. Electronics
    • 6.2.4.6. Healthcare
    • 6.2.4.7. Other
  • 6.2.5. By End-user
    • 6.2.5.1. Business-to-Business
    • 6.2.5.2. Business-to-Consumer
  • 6.2.6. By Region
    • 6.2.6.1. West
    • 6.2.6.2. Midwest
    • 6.2.6.3. South
    • 6.2.6.4. Northeast
  • 6.2.7. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2024)
• 6.3. Market Map Analysis, 2024
  • 6.3.1. By Service Type
  • 6.3.2. By Operational Area
  • 6.3.3. By Delivery Type
  • 6.3.4. By Category
  • 6.3.5. By End-user
  • 6.3.6. By Region

7. Demand Supply Analysis

8. Value Chain Analysis

9. Porter's Five Forces Analysis

10. PESTLE Analysis

11. Service Pricing Model

12. Market Dynamics

• 12.1. Market Drivers
• 12.2. Market Challenges

13. Market Trends and Developments

14. Policy and Regulatory Landscape

15. Case Studies

16. Competitive Landscape

• 16.1. Competition Matrix of Top 5 Market Leaders
• 16.2. SWOT Analysis for Top 5 Players
• 16.3. Key Players Landscape for Top 10 Market Players
  • 16.3.1. DHL International GmbH
    • 16.3.1.1. Company Details
    • 16.3.1.2. Key Management Personnel
    • 16.3.1.3. Products and Services
    • 16.3.1.4. Financials (As Reported)
    • 16.3.1.5. Key Market Focus and Geographical Presence
    • 16.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 16.3.2. GEODIS SA
  • 16.3.3. Saddle Creek Logistics Services, Inc.
  • 16.3.4. Rakuten Super Logistics, Inc.
  • 16.3.5. Kenco Logistic Services, LLC
  • 16.3.6. Kuehne + Nagel International AG
  • 16.3.7. FedEx Corporation
  • 16.3.8. Aramex International LLC
  • 16.3.9. XPO Logistics Plc.
  • 16.3.10. United Parcel Service, Inc.

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

17. Strategic Recommendations

18. About Us and Disclaimer

List of Tables

• Table 1. Competition Matrix of Top 5 Market Leaders
• Table 2. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 3. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. United States E-commerce Logistics Market, By Value, In USD Billion, 2018-2032F
• Figure 2. United States E-commerce Logistics Market Share (%), By Service Type, 2018-2032F
• Figure 3. United States E-commerce Logistics Market Share (%), By Operational Area, 2018-2032F
• Figure 4. United States E-commerce Logistics Market Share (%), By Delivery Type, 2018-2032F
• Figure 5. United States E-commerce Logistics Market Share (%), By Category, 2018-2032F
• Figure 6. United States E-commerce Logistics Market Share (%), By End-user, 2018-2032F
• Figure 7. United States E-commerce Logistics Market Share (%), By Region, 2018-2032F
• Figure 8. By Service Type Map-Market Size (USD Billion) & Growth Rate (%), 2024
• Figure 9. By Operational Area Map-Market Size (USD Billion) & Growth Rate (%), 2024
• Figure 10. By Delivery Type Map-Market Size (USD Billion) & Growth Rate (%), 2024
• Figure 11. By Category Map-Market Size (USD Billion) & Growth Rate (%), 2024
• Figure 12. By End-user Map-Market Size (USD Billion) & Growth Rate (%), 2024
• Figure 13. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2024