As global e-commerce continues to expand, the demand for fast, reliable delivery is creating tailwinds for logistics providers.
These companies handle warehousing, shipping, last-mile delivery, and supply chain coordination which are essential components for online retailers to reach customers through e-commerce.
For investors, this makes logistics a key way to profit from global e-commerce growth without betting on individual consumer brands.
Here are 10 logistics stocks set to benefit from the global tailwinds benefiting the online shopping industry.
10 E-Commerce Logistics Stocks
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Here are a few of our favorite stocks from this list.
Amazon.com, Inc. (AMZN)
- Market Cap: $2 trillion
- Industry: Broadline Retail
- Analyst Upside: 40%
- P/E Ratio: 29.3
Company Overview: Amazon.com, Inc. is a global e-commerce and cloud computing giant, with businesses spanning online retail, digital services, and logistics. Its key segments include Amazon Retail, Amazon Web Services (AWS), and Amazon Prime, with additional ventures in advertising, grocery, and media.
Business Strategy: Amazon generates revenue primarily through online retail and cloud services, with AWS being a high-margin growth driver. The company focuses on expanding its product and service offerings, enhancing logistics capabilities, and driving innovation in AI and automation.
Recent Developments:
- Earnings & Profitability: Amazon has seen steady growth in both revenue and profits, with AWS continuing to deliver strong margins, while its retail segment faces pressure from higher costs and supply chain challenges.
- Growth Trends: The company is expanding its market share in advertising and grocery, while accelerating investments in automation and AI to streamline operations and improve customer experience.
- Shareholder Returns: Amazon has maintained a focus on reinvesting profits back into its business, but remains committed to driving long-term shareholder value through strategic growth initiatives and stock buybacks.
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FedEx Corp. (FDX)
- Market Cap: $49 billion
- Industry: Air Freight and Logistics
- Analyst Upside: 36%
- P/E Ratio: 10.5
Company Overview: FedEx Corp. is a global leader in logistics and transportation services, offering express shipping, freight, and supply chain management. Its key brands include FedEx Express, FedEx Ground, and FedEx Freight, each specializing in different aspects of delivery and logistics.
Business Strategy: FedEx generates revenue primarily through its express and ground shipping services, with a focus on expanding its e-commerce and global delivery network. The company aims to streamline operations, reduce costs, and enhance delivery speed to support growing demand in the digital economy.
Recent Developments:
- Earnings & Profitability: FedEx reported strong earnings growth, driven by robust demand for e-commerce delivery, despite challenges like rising fuel costs.
- Growth Trends: The company continues expanding its global reach, particularly in Asia and Europe, and is investing heavily in automation and last-mile delivery services to keep up with the rise in online shopping.
- Shareholder Returns: FedEx remains committed to shareholder returns through consistent dividend payments and share buybacks, maintaining a solid yield.
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United Parcel Service, Inc. (UPS)
- Market Cap: $81 billion
- Industry: Air Freight and Logistics
- Analyst Upside: 31%
- P/E Ratio: 12.7
Company Overview: United Parcel Service, Inc. (UPS) is a global leader in logistics, providing package delivery and supply chain management services. Its core segments include domestic and international package delivery, freight services, and supply chain solutions.
Business Strategy: UPS generates revenue primarily through its package delivery services, with a growing focus on e-commerce logistics and international expansion. The company aims to optimize its network through automation, improve operational efficiency, and enhance customer service to capture more market share in global trade.
Recent Developments:
- Earnings & Profitability: UPS has reported solid earnings growth, driven by a strong performance in its core package delivery business, despite pressures from rising fuel costs and labor-related challenges.
- Growth Trends: The company continues to capitalize on the rise of e-commerce, expanding its last-mile delivery services and international footprint, particularly in emerging markets.
- Shareholder Returns: UPS has been returning value to shareholders through dividends and share buybacks, maintaining a healthy yield while continuing to reinvest in its logistics network.
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TIKR Takeaway
These 10 e-commerce logistics leaders are well-positioned to capitalize on the growing demand for fast, efficient delivery, offering investors strong potential for long-term growth as online shopping continues to expand.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
