Courier and Messenger Services NAICS 4921, 4922

Nov 21, 2025 - Postal Service Making Push Into Last-Mile Delivery

• The United States Postal Service (USPS) is positioning itself as a major player in last-mile delivery by expanding its network to handle more e-commerce shipments and returns. With delivery to every US address six days a week, the Postal Service offers unmatched reach for the final leg of package journeys. It is exploring partnerships with carriers like UPS and other shippers to provide last-mile solutions, including options like Ground Saver. USPS is also moving into faster delivery services, such as same-day and next-day options, making its network more attractive to both large and small retailers. Its about 33,000 facilities provide a national infrastructure for package drop-offs and returns, helping e-commerce businesses streamline logistics while reducing delivery times. By leveraging existing capacity, USPS could become a central hub in US last-mile logistics.
• US online grocery sales hit a record $11.2 billion in August 2025, driven largely by the booming delivery segment, according to a recent survey from Bricks Meets Click Grocery Survey and Mercatus. It’s a 14% year-over-year jump, showing that more and more shoppers are skipping the store and having their groceries delivered. Delivery orders alone surged 30% year-over-year, now accounting for 45% of all e-grocery sales (with younger shoppers leading the way). Ship-to-home orders also grew, up 19%, but doorstep delivery is the clear preference for consumers. The growth comes not just from more people trying online grocery shopping, but also from bigger and more frequent orders. Even casual or infrequent shoppers are jumping on the trend, drawn by convenience, flexible scheduling, and contact-free delivery. Overall, the numbers show that grocery delivery has moved from a pandemic-era perk to a core part of how Americans shop.

• Amazon and FedEx partnered in mid-2025 to deliver certain large Amazon packages to homes, the first time the companies have worked together since a high-profile split in 2019. FedEx joins rivals United Parcel Service (UPS) and the US Post Office as third-party providers of last-mile delivery services for Amazon. The move comes on the heels of UPS announcing a phase out of half its business with Amazon in the next year and a half amidst deep cost cutting, amounting to roughly $500 billion dollars in business. FedEx steps in to fill the gap left by UPS. Amazon and FedEx previously had a similar arrangement that ended six years ago as the two companies saw themselves more as competitors than partners. Last year FedEx was the only major shipping company that saw a parcel-volume decline in 2024 (-3.6%) and the Amazon deal gives them another revenue stream.
• The United States Postal Service (USPS) announced new service standards that will affect the delivery of certain types of mail as the federal mail carrier looks to save $36 billion over the next ten years. The USPS lost $9.5 billion in 2024 and close to $100 billion since 2017. Beginning on April 1, 2025, first class mail will still be delivered within one to five business days, but will be delivered at 75% of its current rate, 14% at a faster rate, and 11% at a slower rate, depending on the length of travel. Deliveries of marketing and direct mail, packages, and periodicals will be shortened. In addition to the delivery changes, the Trump administration has floated firing the USPS board of governors and folding the Post Office into the Commerce Department. Such a move would cause a political firestorm and would be potentially illegal without Congressional approval.