Business Service Centers NAICS 561431, 561439

Jun 9, 2026 - The New FedEx Freight Pushing Into Higher Growth Markets

• Following its spin-off from FedEx in June 2026, FedEx Freight is positioning itself for growth by expanding beyond its traditional industrial less-than-truckload (LTL) freight base. As the largest US LTL carrier, with $8.8 billion in 2025 revenue and a 17% market share, the new company is targeting higher-growth sectors such as grocery, healthcare, energy, and data centers, which it estimates represent a $9 billion opportunity. The strategy reflects broader trends across the trucking sector, where weak industrial demand and shifting freight patterns driven by e-commerce are pushing carriers to diversify revenue streams. Competitors including Old Dominion, Estes, and XPO are pursuing similar initiatives through grocery, flatbed, small-business, and premium service offerings. While overall LTL revenue and shipment volumes declined in 2025, recent increases in freight volumes and pricing suggest market conditions may be improving, creating opportunities for carriers that can capture new freight segments and expand market share.
• Amazon and the US Postal Service (USPS) reached a new package-handling agreement reducing Amazon's shipping volume through USPS by 20%, a significant improvement over an earlier proposal that would have cut volumes by two-thirds. The deal still leaves USPS delivering over 1 billion Amazon packages annually. Amazon, which accounts for roughly 15% of all USPS deliveries and about $6 billion in annual revenue, is the postal service's largest customer - making the revenue loss a serious blow to an agency that reported a net loss of $9 billion in fiscal year 2025. The agreement came after USPS launched a competitive bidding process for last-mile delivery, but bids from other companies fell short of expectations, prompting the agency to re-engage directly with Amazon. The deal still requires approval from the Postal Regulatory Commission, and a larger cut would have especially hurt Amazon's rural delivery network, where it relies most heavily on USPS.

• The Supreme Court’s decision to strike down most of the Trump administration’s emergency-based tariffs has been hailed as a potential relief for businesses that handle imports and customer shipments, removing duties that had raised costs on a wide range of goods entering the US under the International Emergency Economic Powers Act (IEEPA). Those tariffs - some as high as 40% or more and applied to nearly every trading partner - had complicated pricing, logistics, and supply-chain planning for companies that depend on predictable import duties. With the ruling invalidating those levies, import costs may soften and administrative burdens lessen, although uncertainty remains about if and when firms might receive refunds for tariffs already paid and whether new tariffs under other legal authorities will take their place.
• US Customs and Border Protection (CPB) has collected more than $1 billion in duties from about 245 million low-value shipments since the Trump administration phased out the de minimis rule, which allowed imports worth $800 or less to enter duty-free with minimal oversight. The rollback started in May for shipments from China and Hong Kong and was expanded globally in August. CBP said the change recaptures revenue, levels the playing field for US businesses, and improves enforcement. The higher $800 threshold, raised in 2016, fueled rapid growth in cross-border e-commerce, benefiting companies like Shein and Temu while reducing work for customs brokers and limiting data available to regulators. CBP reports seizures of unsafe or illegal low-value goods have risen 82% since the policy shift. While significant, the $1 billion represents a small share of the more than $125 billion in tariffs collected in 2025, some of which face legal challenges.