Logistics Pulse by FulfillYN

Sponsored by Stock — the logistics platform turning your dead inventory into donations (and freeing up your warehouse space). More on them later.

Starting January 2026, if you're selling on TikTok Shop and using USPS, there's only one way to ship: through TikTok's platform. Period.

The e-commerce platform announced that all USPS shipping labels must be purchased and generated through TikTok Shipping, with tracking numbers from other sources no longer accepted for Seller Shipping orders. Try to use a USPS label from anywhere else? You'll get redirected back to TikTok's system.

The wrinkle: If you're using any third-party fulfillment tool, you better confirm they support TikTok Shipping integration. If they don't, you're stuck manually creating labels in TikTok's Seller Center or switching to FedEx, UPS, or other carriers.

The deadline: December 31, 2025 to get your systems sorted. TikTok released a user guide, but the clock is ticking for sellers who've built their entire workflow around third-party shipping platforms.

Translation: TikTok is tightening control over its logistics ecosystem, forcing sellers deeper into its platform. For 3PLs handling TikTok Shop fulfillment, this is another integration headache to navigate before Q1 2026.

In a rare move that actually lowers prices, the Trump administration announced Thursday it will eliminate tariffs on coffee, bananas, other food imports and select textile products from Ecuador, Guatemala, El Salvador and Argentina.

The details: Coffee and bananas from Ecuador get tariff-free treatment, along with coffee, textiles and apparel from Guatemala. The broader tariff rates on these countries stay in place (10-15%), but specific food categories are getting relief.

Why now? Coffee prices have spiked 19% over the past year through September, while bananas jumped 7%. After Republicans got hammered in recent elections with voters citing high living costs, the administration is scrambling to show relief.

The Brazil angle: Americans buy nearly all their coffee from abroad, with 99% of the beans coming primarily from Brazil and Colombia. Brazil's sitting under a 50% tariff right now, and Secretary of State Marco Rubio met with Brazil's Foreign Minister this week to discuss a framework trade agreement. If that deal closes, coffee prices could drop significantly.

For logistics: Expect import volume shifts as these framework deals finalize within two weeks. More deals with Central and South American nations, Switzerland, and Taiwan are reportedly in the works.

November's data confirms a continued pattern of import and export volume decreases, according to ITS Logistics' monthly port rail/ramp freight index. Container operations at major ports are rated "normal" across the board right now.

But here's the problem: Trucking companies have been exiting the market at an accelerated rate as an extended freight recession has pummeled rates and raised operating costs, and a federal initiative to remove non-domiciled Commercial Drivers License (CDL) holders from service could create trucking capacity issues.

The scary number: As many as 600,000 drivers could be removed from the U.S. driver ecosystem due to non-domiciled driver and English language proficiency (ELP) enforcement.

November saw a "significant spike" in trucking activity on the Pacific Coast from October, likely due to shippers taking steps to replace actual and potential capacity at risk. Translation: Companies are already panic-booking capacity for 2026 before the driver shortage hits.

Bottom line: If you're a shipper or 3PL, lock in capacity now. What looks calm today could turn into a bloodbath next year.

Meet Stock, the logistics platform helping operators and 3PLs transform excess and abandoned inventory into impact. Instead of paying to store, handle, or dispose of unsellable goods, operators can now easily route inventory to vetted nonprofits across the country, reducing waste, freeing up warehouse space, and creating measurable social good.

Stock integrates directly with fulfillment workflows, so donation orders move just like any other shipment. Since launching, the platform has already facilitated over $13 million in donations to communities in need. For operators, it’s a seamless way to cut costs, serve clients better, and make a real difference.

Email [email protected] or start donating at stockitbetter.com today!

FedEx Chief Financial Officer John Dietrich said the company expects its fiscal second-quarter profit to exceed the $4.05 per share it reported during the same period last year. Analysts weren't expecting that—and FedEx shares jumped over 5% in early trading.

Why it matters: The guidance surprised analysts who had anticipated slightly lower results, and investors interpreted the news as a signal that the worst-case scenarios for the holiday logistics season may not materialize.

The complication: A fatal UPS MD-11 freighter crash last week has triggered the temporary grounding of similar aircraft models. While the MD-11 accounts for only 4 percent of FedEx's fleet, it represents closer to 9 percent of UPS's air cargo capacity.

Both carriers are leaning on third-party charter providers to fill the gap, which is effective in the short term but comes at a price, with higher expenses expected to flow through to Q2 financials.

Translation: Peak season might not be the disaster everyone feared, but air freight capacity is tighter than expected, and costs are rising.

Fiscal year 2025 earnings for USPS saw operating revenue at $80.5 billion with a 1.2% annual gain, while its net loss under generally accepted accounting principles, at $9.0 billion, trailed the $9.5 billion fiscal 2024 net loss.

The silver lining? USPS said the improvement was related to a $916 million operating revenue increase, transportation expense reductions of $422 million, and a decrease in workers' compensation expense of $1.1 billion.

The package problem: Shipping and Packages revenue, at $32.580 billion, was up 1% annually, but volume dipped 5.7% annually. Priority Mail Services revenue fell 17.6% annually, with volume off 15.8%.

The one winner: USPS Ground Advantage saw revenues of $16.2 billion, for a 20.7% annual increase, with 2.930 million pieces delivered, for a 21.0% annual increase.

Postmaster General David Steiner said "the occasional appearance of financial progress—such as our profitable first quarter—is far outweighed by the reality of our significant systemic annual revenue and cost imbalance".

Translation: USPS is still structurally broken, but Ground Advantage is the only product keeping them afloat.

Supreme Court broker liability case gets a schedule: The court agreed to a December 1 deadline for plaintiff Shawn Montgomery's brief to be filed, with respondents' deadline set for January 14 and Montgomery's response due February 13. Oral arguments will follow. The case could reshape broker liability across the industry.

Uber Freight expands last-mile with Better Trucks: Uber Freight announced an expanded commercial partnership with Better Trucks, including a strategic investment, to leverage Better Trucks' technology and scaled delivery network to significantly expand its last-mile capabilities. With Better Trucks' added capacity, Uber Freight's asset-light network now covers approximately 68% of the U.S. population.

Einride going public via SPAC: Sweden-based autonomous vehicle company Einride announced a business combination that values the company at $1.8 billion in pre-money equity value and is expected to result in becoming a publicly listed company on the NYSE. The company has proven commercial traction with over 25 customers across seven countries and contracted Annual Recurring Revenue of $65 million.

Zuum Transportation files Chapter 11: California-based logistics technology provider Zuum Transportation filed for Chapter 11 bankruptcy protection on Nov. 6. Just three years ago, the company was celebrating $22 million in new financing.

Integration Group acquires hazmat specialist: The Integration Group acquired North American Warehousing Company, a Chicago-area provider of regulated and specialty warehousing services with extensive expertise in handling chemicals and hazardous materials, marking its third acquisition of the year.

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

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