Logistics Pulse by FulfillYN

The battle for third-party seller dominance just got more interesting.

Amazon's European expansion: Amazon launched FBM Ship+ for merchants in its five largest European markets (France, Germany, Italy, Spain, UK), plus the U.S. and Japan. Sellers shipping from China can offer expedited delivery without paying for faster shipping—Amazon provides cashback to cover costs. The more you ship, the more you earn.

The catch: Sellers must register, purchase shipping labels from partnered carriers, and ship within one business day. In return, they get FBA-like delivery promises, increased account health protection, and protection against late delivery claims.

Coming soon: Amazon says the pilot will roll out to more regions and eventually support domestic shipments.

Walmart's counterpunch: Walmart launched Seller-Fulfilled Walmart+, mimicking Amazon's Seller-Fulfilled Prime. Sellers who don't use Walmart Fulfillment Services can now display the Walmart+ badge, signaling fast, free shipping to Walmart's most loyal customers.

To qualify: Operate a U.S. business, deliver badged items free to Walmart+ members in three calendar days or less, maintain 90%+ on-time delivery, and keep seller cancellation rates under 2.5%.

The benefits: Listings with the Walmart+ badge appear higher in search results, get included in promotional events, and improve conversion and GMV.

Plus: Walmart added a new shipping calculator letting sellers compare carrier rates and speeds.

For 3PLs: Both platforms are making it easier for sellers to self-fulfill while maintaining premium delivery promises. If your clients sell on these platforms, they'll be comparing your rates and speed against these programs.

GXO Logistics reported record quarterly revenue of $3.4 billion in Q3, up 8% year-over-year, with organic revenue climbing 4%. Net income jumped 42% to $60 million.

The new boss: This marked Patrick Kelleher's first earnings call as CEO after replacing Malcolm Wilson earlier this year. His message: organic growth is the priority, M&A will be disciplined.

The drivers: Deals signed earlier in the year, minimal customer churn, and excellent execution on cost management—especially labor.

The verticals: While 70% of GXO's business is consumer-focused, Kelleher is excited about growth in the remaining 30%—B2B sectors like aerospace and defense (boosted by tariffs and increased defense spending), industrial (manufacturing returning to the U.S., infrastructure projects, data centers for AI), and life sciences (healthcare cost reduction driving demand).

Tariff response: GXO operates over 70 Foreign Trade Zone or bonded warehouses worldwide and sees this growing. They recently signed a lease in the Johor-Singapore Special Economic Development Zone focused on intra-Asia efficiency.

Peak season: GXO positioned labor based on customer forecasts showing low single-digit increases over last year. Kelleher noted it was less difficult to secure labor this year than in recent years.

Logistics Pulse reaches thousands of warehouse owners, fulfillment operators, and supply chain leaders every week. If you've got a product or service that solves real problems for this audience, let's talk about sponsorship opportunities.

Fill out our quick form and we'll get back to you within 48 hours: Sponsorship Form.

The Supreme Court spent over two and a half hours Wednesday tearing apart President Trump's legal justification for imposing massive tariffs through executive orders earlier this year. A majority of justices appeared to side with small businesses and states arguing Trump exceeded his powers under the International Emergency Economic Powers Act (IEEPA).

The legal fight: Trump invoked IEEPA to impose two sets of tariffs—"trafficking" tariffs targeting China, Canada, and Mexico over fentanyl, and "reciprocal" tariffs of 10% on almost all countries (and higher on dozens more). His argument: exploding trade deficits pose an "unusual and extraordinary threat" to national security.

The messy aftermath: If the challengers win, Justice Amy Coney Barrett worried about reimbursement chaos. Lawyers suggested several options, including putting the decision on hold for Congress to act or making it apply only to future tariffs.

Timeline: Both sides want a quick ruling, but there's no clear timeline. We'll likely know by early 2026 whether Trump can continue wielding tariffs as a foreign policy weapon—or whether he needs to go through Congress like every other president for 238 years.

Japan's Ministry of Land, Infrastructure, Transport and Tourism just released a roadmap for scaling drone delivery nationwide, and it's more ambitious than you'd think.

The problem: Parcel demand is surging while Japan faces labor shortages and overtime restrictions. Traditional logistics models can't keep up, especially in remote areas.

The solution: MLIT is pushing hard on uncrewed aerial systems (UAS) for last-mile delivery. Drones are already being tested alongside truck transport in remote areas, delivering consumer goods, commercial items, and emergency supplies during disasters.

What's working: Early operations have proven profitable, brought diverse workers into the logistics sector, and improved last-mile efficiency.

What's next: MLIT wants to scale from single-drone operations to multiple drones operated simultaneously by small teams. In March, they published guidelines for safe simultaneous operation and established test routes—150 km above power grids in Saitama Prefecture and 30 km above the Tenryu River in Shizuoka.

The catch: Drone operators can't make money on logistics alone. MLIT acknowledges they need "multi-purpose business models" like selling image data captured during flights or charging service fees for other uses.

Wind Point Partners invests in Buske Lines – The Chicago private equity firm partnered with the contract warehousing and supply chain provider founded in 1923. Buske operates over 7 million square feet across 37 facilities in the U.S. and Canada, specializing in food, beverage, and CPG.

CEVA completes $383M acquisition of Turkish logistics giant – CEVA Logistics closed its purchase of Borusan Lojistik, positioning itself as a dominant player in Turkey's 3PL market. The acquisition followed regulatory approvals after being announced in April.

UPS rates jump 5.9% starting Dec. 22 – The increase matches 2023 and 2024 hikes but comes earlier in peak season. FedEx previously announced a 5.9% bump taking effect in January.

Flowspace raises $31M – The fulfillment technology platform landed new funding to continue building out its network.

Stord acquires ProPack Logistics – The move expands Stord's fulfillment network throughout the U.S. and Canada.

FulfillYN connects fast-growing brands with vetted top-tier 3PL providers worldwide (300+ warehouses). We align partners with your business needs and guide you from intro to contract.

FulfillYN also specializes in buying and selling 3PL businesses. We help logistics operators maximize exit value through our deep network of vetted buyers and investors actively seeking acquisition opportunities in the warehousing and fulfillment space.

Whether you're exploring a full exit, partial sale, or want to understand your business's current market value, we guide you through the entire process—from valuation to closing.

Thinking about your next chapter? Learn more at FulfillYN.com or use this link for a confidential conversation about selling your 3PL business.