Despite Trump, global e-commerce logistics and e-fulfilment market expected to soar in 2025.


London, UK, Ti Insight. Despite President Trump’s intention to abolish the de minimis rules and impose tariffs on imports, the global e-commerce and e-fulfilment market is set to grow by 15.5% in 2025, according to a newly published report by Ti Insight. Following a post-Covid contraction in 2022, the market has regained its sharply upward trajectory, reporting double digit growth rates in the past two years. In 2024 the market was valued at €521.9bn ($569 bn), double the market value recorded just before the pandemic in 2019.

Paul Chapman, the Senior Editor at Ti, remarked, “The continued growth in the e-commerce logistics and e-fulfilment sector highlights the ongoing expansion of e-commerce within global retail. We are now witnessing a significant differentiation between providers of e-commerce logistics and e-fulfilment players across continents, as they adapt to the delivery requirements of retailers and customers.”

The sharp increase suggests renewed consumer confidence, potentially driven by improved economic conditions, advancements in digital infrastructure, and the continued shift toward online shopping.

In terms of regional performance, the Asia Pacific region has grown at a slightly faster rate than either North America or Europe; with 11% growth since 2020 compared to 10% for North America and 8% for Europe.

M&A activity continues as larger groups seeking to capitalise on the e-commerce growth by acquiring smaller specialists. The report highlights recent e-commerce logistics acquisitions, examples of which are:

  • DHL acquiring Inmar Supply Chain Solutions and Brandpath Group
  • Stord acquiring Pitney Bowes fulfilment activities
  • GLS acquiring e-Log
  • Bpost acquiring Staci

Chapman concludes, “Although President Trump’s policies on trade and tariffs have introduced significant uncertainty into the market, the sector shows no signs of being blown off course. Consumer habits have transformed, and this will power domestic and cross-border e-commerce and e-fulfilment needs for years to come.”

About The Global e-commerce Logistics and e-fulfilment Report

The Global e-commerce Logistics and e-fulfilment Report –  written by Ti Insight’s industry researchers, analysts and associates  ̶  is one of several reports published each year by the Ti team, utilising data from its GSCI knowledge portal, a data powerhouse with over 1m pieces of data and analysis.

The report takes an in-depth look at the core trends influencing the market, such as e-commerce retail sales, M&A and consolidation, and summarises regional specialists in e-commerce logistics.

Find out more about the report here.

About Ti Insight (Ti)
Ti Insight (Ti) is one of the world’s leading providers of expert research and analysis dedicated to the global logistics industry. Utilizing the expertise of professionals with many years of experience in the express, road freight and logistics industries, Transport Intelligence has developed a range of market-leading web-based products, reports, profiles and services used by many of the world’s leading logistics suppliers, consultancies, banks and users of logistics services.

For further information, please contact Sarah Smith, Managing Director, Ti:
[email protected]

Web: www.ti-insight.com

X: @Ti_insight

LinkedIn: Transport Intelligence

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