LikeFolio data highlights what areas are still most important to consumers:
Today, the top growing trends in fulfillment are Curbside Pickup (+1000% vs. 2019) and Same-Day Delivery (+59% vs. 2019). We couldn't even place curbside pickup on the chart above because the growth rate was so explosive it dwarfed the remaining trends.
What does this mean?
Looking ahead, expect to see major winners emerge in local logistics.
These winners could take multiple forms:
Last-mile delivery services from UBER or DASH
Retail Giants with Same-Day Fulfillment: TGT, WMT, HD, LOW
Third-party platforms enabling small business eCommerce fulfillment: SHOP
A critical factor to monitor moving forward is Consumer Happiness.
Note on the chart below, FedEx is seriously lagging all other movers-of-things.
We'll be monitoring this space for opportunities as consumer preferences develop. Stay tuned...