The Daily | September 19, 2025
Amazon has aggressively expanded its third-party logistics footprint. They opened their Multi-Channel Fulfillment service to merchants on rival platforms like Shein, Shopify, and Walmart, leveraging their scale to become the default logistics backbone for e-commerce. We analyze the major corporate reality shift in Less-Than-Truckload as FedEx Freight remains firmly on track to become an independent public company by June 2026, trading on the NYSE as FDXF. Despite a constrained LTL market due to a weak industrial economy, FedEx Freight announced a 5.9% general rate increase taking effect…
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