United States Retail Logistics Market Size and Share
United States Retail Logistics Market Analysis by Mordor Intelligence
The United States Retail Logistics Market size is estimated at USD 140.25 billion in 2025, and is expected to reach USD 169.33 billion by 2030, at a CAGR of 3.84% during the forecast period (2025-2030).
Steady expansion is underpinned by surging e-commerce volumes, a decisive pivot toward same-day fulfilment, and large-scale regionalization of inventory that pushes goods closer to consumers. Transportation efficiencies, infrastructure upgrades financed by the Bipartisan Infrastructure Law, and automation adoption across fulfillment assets further sustain momentum in the United States retail logistics market. Consolidation among 3PLs and temperature-controlled specialists continues, as leading players seek scale and niche capabilities to satisfy healthcare, grocery, and rural delivery needs. Mounting driver shortages and volatile energy costs temper growth but also accelerate investment in warehouse robotics, predictive AI, and alternative delivery models that enhance network resilience.
Key Report Takeaways
- By service type, transportation dominated with 62.1% of the United States retail logistics market share in 2024, while value-added services recorded the fastest 7.3% CAGR through 2030.
- By temperature-control requirement, ambient storage held 68% share of the United States retail logistics market size in 2024, whereas frozen storage is projected to advance at a 9.3% CAGR to 2030.
- By product type, food and beverages accounted for 28% of the United States retail logistics market size in 2024; healthcare and pharmaceuticals are expanding at a 12.22% CAGR through 2030.
- By U.S. region, the South led with 24% revenue share in 2024, while the Southwest is forecast to post the highest 6.1% CAGR to 2030.
United States Retail Logistics Market Trends and Insights
Drivers Impact Analysis
| Driver | (≈) % Impact on CAGR Forecast | Geographic Relevance | Impact Timeline |
|---|---|---|---|
| Accelerating same-day / next-day expectations | +1.2% | Major metropolitan areas | Short term (≤ 2 years) |
| Rapid e-commerce parcel growth | +0.9% | National, urban concentration | Medium term (2-4 years) |
| Shift to micro-fulfilment & dark stores | +0.7% | Urban, expanding to suburban | Medium term (2-4 years) |
| Outsourcing to tech-enabled 3PL / 4PL | +0.6% | Nationwide, strongest on coasts | Long term (≥ 4 years) |
| Warehouse automation tax incentives | +0.3% | Washington, Texas, Georgia | Long term (≥ 4 years) |
| Predictive AI for routing & inventory | +0.2% | National, tech-forward regions | Long term (≥ 4 years) |
| Source: Mordor Intelligence | |||
Accelerating Same-Day Delivery Expectations Reshape Network Design
Same-day and next-day delivery have become baseline service levels, with 78% of U.S. shoppers expecting receipt within 48 hours[1]Supply Chain Brain, “The Evolving Last-Mile Delivery Trends and Expectations of 2024,” supplychainbrain.com. Amazon achieved 60% same-day or next-day coverage for Prime orders across major metros by March 2024. Retailers therefore abandon hub-and-spoke models, opting for regionally dispersed inventory that cuts last-mile distances and compresses fulfilment cycles. Walmart intends to have 65% of its stores serviced by automation by 2025 to support two-hour fulfilment windows. Because last-mile activities represent up to 50% of logistics cost, reliable demand forecasting and hyper-local stock placement now dictate competitive positioning.
E-Commerce Parcel Volume Growth Drives Infrastructure Expansion
Online grocery penetration is forecast to reach 21.5% of total grocery sales by 2025, versus low-single-digit pre-pandemic levels. Freight tonnage is projected to rise 42% between 2023 and 2050, largely because individual parcels replace bulk store replenishment[2]Federal Highway Administration, “Freight Analysis Framework Commodity Flow Forecast Study,” fhwa.dot.gov . Retailers respond with highly automated mega-facilities: Walmart adds six fulfillment centers exceeding 500,000 sq ft, each integrating robotics for goods-to-person picking. Logistics providers expand trailer pools, cross-dock footprints, and parcel sort centers to manage escalating click-to-door volumes in the United States retail logistics market.
Micro-Fulfilment Centers Enable Hyper-Local Distribution
More than 6,600 micro-fulfilment centers (MFCs) are expected across North America by 2030, most occupying 3,000-10,000 sq ft within urban boundaries. Order processing costs fall by up to 75% due to robotic goods-to-person systems and proximity to consumers. Walmart’s dark-store pilot in Dallas and Bentonville removes in-store traffic conflicts by dedicating entire locations to online orders. Because last-mile delivery accounts for 41% of supply-chain costs, micro-nodes covering 10-15 mile radii are now integral to the United States retail logistics market.
Tech-Enabled 3PL Outsourcing Accelerates Market Consolidation
Although 94% of 3PLs reported new business wins in 2023, net industry revenue declined 12.8% year-on-year as pandemic surcharges evaporated. Customers increasingly demand end-to-end orchestration that knits transportation, warehousing, and analytics into one interface. DSV’s EUR 14.3 billion purchase of Schenker creates the world’s largest logistics entity and sets a benchmark for capability-led consolidation. Outsourced fulfilment models, therefore, anchor long-term growth in the United States retail logistics market.
Warehouse Automation Incentives Accelerate Technology Adoption
Washington, Texas, and Georgia offer 50-100% sales-tax relief on warehouse construction and material-handling equipment, lowering hurdle rates for capital projects. With warehouse labor productivity down 35% since 2015, operators pursue robotics to protect margins. Amazon scaled from 350,000 robots in 2021 to 750,000 in 2023, indicating rapid payback when volumes justify automation. Incentives magnify return on investment and hasten the diffusion of advanced technologies across the United States retail logistics market.
Restraints Impact Analysis
| Restraint | (≈) % Impact on CAGR Forecast | Geographic Relevance | Impact Timeline |
|---|---|---|---|
| Driver shortage & rising labor costs | –0.8% | National, long-haul corridors | Short term (≤ 2 years) |
| Urban congestion pricing & curb restrictions | –0.4% | Major metropolitan areas | Medium term (2-4 years) |
| Ageing cold-storage footprint | –0.3% | Food distribution hubs | Long term (≥ 4 years) |
| Volatile diesel & electricity prices | –0.2% | National, regional energy variations | Short term (≤ 2 years) |
| Source: Mordor Intelligence | |||
Driver Shortage Crisis Constrains Capacity Growth
The trucking industry could lack 160,000 drivers by 2030, with present shortfalls costing USD 95.5 million in weekly productivity[3]Commercial Carrier Journal, “Truck driver shortage costs freight industry USD 95.5 million weekly,” ccjdigital.com. Turnover averages 94%, driven by lifestyle burdens and an ageing workforce. Premium pay, automation, and mode shifts toward intermodal rail are interim fixes, yet sustained shortages cap fleet capacity and slow service expansion within the United States retail logistics market.
Urban Congestion Restrictions Complicate Last-Mile
New York City expects freight tonnage to grow 68% by 2045 while tightening truck access via off-hour deliveries and zero-emission zones. Washington, D.C., introduced paid loading zones that inflate urban delivery costs and extend dwell times. Diverse municipal rules force carriers to create city-specific protocols, eroding network efficiency and complicating cost recovery in the United States retail logistics market.
Segment Analysis
By Service Type: Transportation Dominance Faces Automation-Driven Disruption
Transportation contributed 62.1% of the United States retail logistics market share in 2024, reflecting road haulage’s role in moving 72% of domestic freight tonnage. The National Highway System’s 200,000 miles sustain interstate flows along corridors such as I-80 and I-95. Yet value-added services, including kitting and packaging, posted the highest 7.3% CAGR as retailers seek integrated fulfilment. Airfreight retains niche value for electronics and fashion drops; rail and sea underpin bulk inbound flows from Asia. Warehousing, fueled by robotics and tax incentives, narrows the cost gap with transport through productivity gains. The United States retail logistics market increasingly rewards providers that orchestrate multimodal assets under data-driven control towers instead of offering stand-alone truckload capacity.
Rapid automation uptake transforms transportation economics. Autonomous yard trucks shorten gate times, vision systems raise load factors, and IoT sensors provide real-time ETAs that improve inventory velocity. As automation reduces marginal labour requirements, transportation’s share of the United States retail logistics market size will gradually cede ground to higher-margin orchestration and value-add functions.
Note: Segment shares of all individual segments available upon report purchase
By Temperature-Control Requirement: Cold Chain Infrastructure Struggles to Meet Demand
Ambient operations accounted for 68% of the United States retail logistics market size in 2024. Frozen storage, however, is projected to compound at 9.3% CAGR through 2030, outpacing chlled facilities that serve pharma and fresh produce. Consumers demanding year-round frozen convenience foods and biologics requiring sub-zero handling drive this surge. The development pipeline reached a record 9.8 million sq ft in 2022, yet still covers only 1.5% of industrial starts, reflecting construction complexity and high capital intensity.
Lineage Logistics and Americold jointly control 71% of the top-market capacity, giving them pricing power in a constrained segment. Smaller operators often choose to lease rather than build, slowing capacity additions. Advanced monitoring, liquid-nitrogen systems, and solar-assisted refrigeration help temper operating costs but require scale. Frozen infrastructure’s outsized growth will reallocate capital within the United States retail logistics market as investors pursue temperature-controlled returns.
Note: Segment shares of all individual segments available upon report purchase
By Product Type: Healthcare Logistics Commands Premium Growth
Food and beverages remained the largest product category with 28% of the United States retail logistics market share in 2024. Dense grocery networks and omnichannel ordering sustain high shipment frequencies across ambient, chilled, and frozen lines. Healthcare and pharmaceuticals exhibit the fastest 12.22% CAGR through 2030, buoyed by cell-and-gene therapies and temperature-sensitive vaccines that demand GDP-compliant handling. UPS’s CAD 2.2 billion purchase of Andlauer underscores the premium valuations attached to healthcare capability.
Electronics and apparel segments leverage MFCs for rapid replenishment but face eroding margins as dimensional-weight pricing rises. Furniture benefits from housing demand and white-glove delivery but lags overall United States retail logistics market growth due to high cube-to-value ratios. Rising biologics pipelines ensure healthcare remains the standout opportunity for providers that can guarantee validated cold chains and chain-of-custody visibility.
Geography Analysis
Georgia tops infrastructure rankings with the world’s busiest passenger airport and 70+ shovel-ready industrial sites, yet faces costly water-system upgrades that could raise municipal fees. Arizona benefits from reliable power, microchip investment, and I-10 corridor expansion that positions Phoenix as a logistics gateway to Southern California. California, Texas, Ohio, and Illinois collectively handle 29% of the national shipment value, anchored by port complexes and a mature trucking base.
Southwest momentum rests on population inflows and reshored manufacturing that necessitate new cross-dock and regional fulfilment nodes. Texas leverages Mexico’s nearshoring boom through Laredo and El Paso gateways, encouraging 3PLs to co-locate warehousing and drayage yards. Virginia offers 50 shovel-ready sites yet contends with grid reliability that tempers cold-storage investment. Indiana’s rail density and abundant retail space attract multitenant fulfilment sites aimed at two-day nationwide delivery, bolstering its participation in the United States retail logistics market.
Interstate flows represent nearly 60% of shipment value, which underscores the need for multi-state networks that mitigate regional regulatory nuances and energy price swings. Infrastructure spending amplifies differences rather than equalising them: regions already endowed with ports, intermodal ramps, and skilled labour capture the lion’s share of incremental United States retail logistics market growth.
Competitive Landscape
The United States retail logistics market is moderately fragmented but trending toward higher concentration as top players stitch together specialised capacity and technology. Transportation remains splintered across thousands of carriers, yet cold-storage capacity is highly concentrated: Lineage Logistics and Americold own 71% in primary metros, enabling pricing leverage over temperature-sensitive shippers.
Capability-driven M&A dominates deal flow. DSV’s Schenker acquisition for EUR 14.3 billion doubles revenue base and extends contract-logistics depth. UPS adds Andlauer to bolster healthcare cold chains, while DHL merges e-commerce assets with Evri to scale last-mile parcel volumes. Digital freight brokers such as RXO expand via the USD 1.025 billion Coyote Logistics purchase, betting on API-based truckload orchestration.
Technology adoption defines competitive advantage. Leaders deploy AI-driven demand sensing, robotic micro-fulfilment, and electric-vehicle fleets to compress cost curves. Mid-tier players pursue alliances or niche specialisation—healthcare, oversized freight, rural delivery—to avoid volume-driven price wars. White-space opportunities remain in underserved rural zones, integrated visibility platforms, and frozen capacity where end-user demand consistently exceeds supply. Competitive intensity is set to sharpen as e-commerce giants internalise fulfilment networks, compelling traditional 3PLs to demonstrate unique value in the United States retail logistics market.
United States Retail Logistics Industry Leaders
-
UPS
-
FedEx
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DHL Group
-
C.H. Robinson
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XPO Logistics
- *Disclaimer: Major Players sorted in no particular order
Recent Industry Developments
- August 2025: UPS finalized acquisitions of Frigo-Trans and BPL, adding pan-European cold-chain networks.
- July 2025: Walmart extended dark-store pilots to Dallas and Bentonville to cut last-mile costs.
- May 2025: DHL merged its e-commerce division with UK courier Evri, forming a unit handling 1 billion parcels annually.
- April 2025: UPS agreed to acquire Andlauer Healthcare Group for CAD 2.2 billion, expanding its temperature-controlled footprint to 19.2 million sq ft globally.
United States Retail Logistics Market Report Scope
| Transportation | Road |
| Air | |
| Rail | |
| Sea | |
| Warehousing & Distribution | |
| Value-Added Services and Others (kitting, packaging, labeling) |
| Cold Chian | Ambient (15-25 °C) |
| Chilled (2–8 °C) | |
| Frozen (Less than 0 °C) | |
| Non Cold Chain |
| Food and Beverages |
| Apparel and Footwear |
| Electronic Appliances |
| Healthcare & Pharmaceuticals |
| Furniture and Home Furnishings |
| Others |
| Northeast |
| Midwest |
| Southeast |
| Southwest |
| West |
| By Service Type | Transportation | Road |
| Air | ||
| Rail | ||
| Sea | ||
| Warehousing & Distribution | ||
| Value-Added Services and Others (kitting, packaging, labeling) | ||
| By Temperature-Control Requirement | Cold Chian | Ambient (15-25 °C) |
| Chilled (2–8 °C) | ||
| Frozen (Less than 0 °C) | ||
| Non Cold Chain | ||
| By Product Type | Food and Beverages | |
| Apparel and Footwear | ||
| Electronic Appliances | ||
| Healthcare & Pharmaceuticals | ||
| Furniture and Home Furnishings | ||
| Others | ||
| By Region (United States) | Northeast | |
| Midwest | ||
| Southeast | ||
| Southwest | ||
| West | ||
Key Questions Answered in the Report
What is the current value of the United States retail logistics market?
The United States retail logistics market size stands at USD 140.25 billion in 2025.
How fast is the market expected to grow through 2030?
It is projected to reach USD 169.33 billion by 2030, advancing at a 3.84% CAGR.
Which segment shows the highest growth potential?
Healthcare and pharmaceuticals logistics lead with a 12.22% CAGR due to stringent cold-chain requirements.
Which U.S. region is growing the quickest?
The Southwest is forecast to post a 6.1% CAGR as population and nearshoring activity rise.
What are the main challenges facing logistics providers?
Acute driver shortages, urban congestion rules, an ageing cold-storage footprint, and fuel price volatility constrain capacity and profitability.
How are companies responding to same-day delivery demands?
Retailers and 3PLs deploy micro-fulfilment centers, regionalize inventory, and invest heavily in AI-driven routing and warehouse automation to meet two-hour windows.
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