미국의 E-Commerce 물류 시장 : 서비스 유형별, 운영 지역별, 배송 유형별, 카테고리별, 최종사용자별, 지역별, 기회 및 예측(2018-2032년)

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