美國快遞、速遞和小包裹(CEP)：市場佔有率分析、行業趨勢和統計數據、成長預測 (2026-2031)

美國快遞小包裹(CEP) 市場預計到 2026 年將達到 2,012.2 億美元，高於 2025 年的 1,928.2 億美元。

預計到 2031 年，該產業規模將達到 2,490.8 億美元，2026 年至 2031 年的複合年成長率為 4.36%。

近期業務量成長主要得益於強勁的電子商務基礎、全通路庫存的正常化以及商業客戶在2024年暫停非必要支出後的復甦。區域承運商的整合、美國郵政「地面優勢」產品的重新定價以及整合商計畫的運力擴張，限制了高峰期的價格競爭。從API驅動的視覺化工具到人工智慧輔助分類系統，技術創新不斷提升網路速度，尤其是在高密度地區。然而，工會工資談判、道路堵塞以及最低收貨標準波動等不利因素持續推高營運成本，促使承運人轉向更環保的車輛，並重新談判契約，以更好地平衡價格和服務保障。

美國快遞、快遞與小包裹(CEP) 市場趨勢與分析

疫情後電子商務訂單量呈現爆炸性成長

持續的線上購物趨勢使得訂單量在2024年假期季節高峰過後依然居高不下。美國零售商的「黑色星期五」交易量比10月份的平均星期五成長了255%。高流量走廊已擴展到沿海大都會圈以外，52%的美國國內電商小包裹運輸集中在僅九個州。這使得承運商能夠提高每日配送密度並降低最後一公里配送成本。消費者越來越希望全面了解配送狀態，這促使零售商整合承運商API，以自動發送主動通知、減少「包裹位置」查詢並平衡配送工作量。不斷成長的需求給分類中心帶來了壓力，促使整合商部署機器視覺掃描儀，以減少分類錯誤並在需求高峰期支援靈活的工作模式。預計這些結構性改進將在中期內推動美國快遞、速遞和小包裹（CEP）市場複合年成長率（CAGR）提高1.2個百分點。

當日達/按需配送生態系統的成長

當日達服務已從可選變為必需，26%的零售商提供兩日達服務，12%的零售商提供隔日達服務，這些服務已成為標準配置。自動機器人、送貨無人機和微型倉配中心正聚集在人口密集區域五英里範圍內，將註冊零售商的平均配送時間縮短至兩小時以內。配送成本的下降以及都市區同樣迫切的需求正在推動這項服務的普及。為此，45%的零售商計劃部署人工智慧驅動的配送軟體，以最佳化承運商組合併實現異常情況處理的自動化。 51%的零售商也撥出預算進行預測性退貨分析，以降低逆向物流成本。然而，由於政府法規分散，需要付出高昂的成本來遵守特定地區的法規，這促使跨城市承運商試點使用模組化硬體，以適應不同的路邊空間規定。預計未來兩年，該生態系統將實現0.8個百分點的複合年成長率。

工會司機薪資和福利成本不斷上漲

司機短缺問題將持續存在，預計到2025年將有8萬個職缺，而人口結構變化可能使這一缺口在2030年翻倍以上。大型綜合性公司面臨超過90%的離職率，迫使它們提高薪資並提供留任獎金，而這種趨勢也蔓延到了區域性競爭對手。集體談判正在重塑行業標準，迫使非工會車隊達到關鍵指標，否則將面臨高峰期運力下降的風險。分類改革威脅到支撐小規模輕型包裹承包商的個體經營者商業模式，增加了遵循成本並縮小了淨利率。從長遠來看，透過提高運費將成本轉嫁出去可能會抑制貨運量的自願成長，使承運商市場的複合年成長率下降0.7個百分點。

細分市場分析

到2025年，電子商務將佔貨運總量的42.10%，並將繼續引領小包裹遞送需求，指南是電商平台的促銷活動、先享後付模式的興起以及與社交電商的融合。高訂單頻率將使履約中心保持運作，而退貨政策將擴大逆向物流環節的小包裹量。 2026年至2031年，醫療保健產業將以4.58%的複合年成長率成長，其成長主要得益於溫控藥品、家用診斷試劑盒和遠端醫療設備等對管理系統要求嚴格的產品。

經認證的批發分銷商承運商正在溫控運輸路線中佔據越來越大的市場佔有率，他們利用配備感測器的包裝，並維護路線層面的合規記錄以應對FDA的審核。製造商依賴即時補貨，而批發商和零售商則利用預測性庫存分析來最佳化補貨頻率。這些產業共同鞏固了其在美國宅配、快捷郵件和小包裹市場的佔有率，從而緩解了該行業特有的景氣衰退，並拓展了其服務範圍。

至2025年，美國國內快遞、速遞和小包裹（CEP）市場將占美國國內運輸市場的76.15%。這得益於統一的法規、標準化的地址系統以及覆蓋幾乎所有郵遞區號的密集型「最後一公里」配送網路。穩定的家庭消費、蓬勃發展的小型企業以及美國郵政服務（USPS）的普遍服務保障，使得絕大多數始發地和目的地仍為美國境內。雖然國際市場規模較小，但在2026年至2031年間，其複合年成長率將達到4.64%，這主要得益於美國經銷商拓展全球市場以及加拿大和墨西哥消費者對美國產品日益成長的需求。

國際業務成長得益於簡化的電子報關流程和與外國郵政營業單位改進的交接程序，但即將到來的最低限度稅收改革引發了人們對文書工作和關稅增加的擔憂。承運商正透過投資即時分析產品分類的321條款引擎來規避風險。網路負責人也在美墨邊境實施卡車和航空混合混合模式，以避免拉雷多和奧泰梅薩的交通堵塞，並滿足尖峰時段的服務承諾。這種不斷變化的跨境模式必將在未來十年推動美國快遞、速遞和小包裹（CEP）市場規模的絕對成長和相對成長，並與全球物流緊密相關。

其他福利：

• Excel格式的市場預測（ME）表
• 分析師支持（3個月）

目錄

第1章 引言

• 研究假設和市場定義
• 調查範圍

第2章調查方法

第3章執行摘要

第4章 市場情勢

• 市場概覽
• 人口統計數據
• 按經濟活動分類的GDP分配
• 按經濟活動分類的GDP成長
• 通貨膨脹
• 經濟表現及概況
  • 電子商務產業的趨勢
  • 製造業趨勢
• 運輸和倉儲業的GDP
• 出口趨勢
• 進口趨勢
• 燃油價格
• 物流績效
• 基礎設施
• 法律規範
• 價值鍊和通路分析
• 市場促進因素
  • 疫情後電子商務訂單量呈現爆炸性成長
  • 當日達/按需配送生態系統的成長
  • 零售商向全通路和門市履約
  • 美國郵政「地面優勢」計畫重啟，旨在擴大低成本運輸能力
  • 二手平台的C2C再交易小包裹數量激增
  • 電動車隊採購獎勵可降低長期「最後一公里」營運成本。
• 市場限制
  • 工會駕駛人；
  • 道路和橋樑基礎設施老化導致延誤
  • 都市區的路緣空間規定限制了廂型車的通行。
  • 更嚴格的最低限度規則會增加跨境成本
• 市場創新
• 波特五力分析
  • 新進入者的威脅
  • 買方的議價能力
  • 供應商的議價能力
  • 替代品的威脅
  • 競爭對手之間的競爭

第5章 市場規模與成長預測

• 目的地
  • 國內的
  • 國際的
• 配送速度
  • 快遞
  • 非快遞
• 模型
  • B2B
  • B2C
  • C2C
• 運輸重量
  • 重型貨物
  • 輕型貨物
  • 中等重量貨物
• 交通工具
  • 航空郵件
  • 陸上
  • 其他
• 終端用戶產業
  • 電子商務
  • 金融服務（BFSI）
  • 衛生保健
  • 製造業
  • 一級產業
  • 批發零售（線下）
  • 其他

第6章 競爭情勢

• 市場集中度
• 重大策略舉措
• 市佔率分析
• 公司簡介
  • Amazon
  • Aramex
  • DHL Group
  • Dropoff Inc.
  • FedEx
  • International Distributions Services（including GLS）
  • OnTrac
  • Spee-Dee Delivery Service, Inc.
  • United Parcel Service（UPS）
  • USA Couriers
  • USPS
  • WeDo Logistics Limited（including Lone Star Overnight Inc.）

第7章 市場機會與未來展望

United States courier, express, and parcel market size in 2026 is estimated at USD 201.22 billion, growing from 2025 value of USD 192.82 billion with 2031 projections showing USD 249.08 billion, growing at 4.36% CAGR over 2026-2031.

Recent volume gains stem from a resilient e-commerce base, normalization of omnichannel inventories, and the return of corporate mailers that paused discretionary spending in 2024. Consolidation among regional carriers, the U.S. Postal Service's re-priced Ground Advantage product, and disciplined capacity additions by integrators have tempered competitive pricing during peak seasons. Technology upgrades-ranging from API-driven visibility tools to AI-assisted sortation-continue to improve network velocity, especially in high-density corridors. At the same time, headwinds such as union wage settlements, road congestion, and shifting de-minimis thresholds keep operating costs elevated, nudging carriers toward greener fleets and contract renegotiations that better align pricing with service guarantees.

United States Courier, Express, And Parcel (CEP) Market Trends and Insights

Explosive E-commerce Order Volumes Post-Pandemic

A sustained shift toward online buying keeps the order book elevated well beyond the 2024 holiday peak, when U.S. retailers logged 255% more Black Friday transactions than average October Fridays. High-volume corridors now stretch beyond coastal megapolises, with 52% of national e-commerce parcels originating in only nine states, enabling carriers to raise daily stop density and lower last-mile unit costs. Consumers increasingly expect full shipment visibility; as a result, retailers integrate carrier APIs that push proactive alerts, minimizing "where-is-my-package" inquiries and smoothing courier workloads. Elevated demand pressures sortation hubs, prompting integrators to deploy machine-vision scanners that reduce mis-sorts and support flexible labor models during volume surges. These structural gains sustain the 1.2-point uplift to the United States courier, express, and parcel market CAGR over the medium term.

Growth of Same-Day / On-Demand Delivery Ecosystems

Same-day fulfillment has moved from optional to essential, with 26% of merchants targeting 2-day delivery and 12% pursuing next-day as their standard promise. Autonomous sidewalk robots, delivery drones, and micro-fulfillment nodes now cluster within five miles of dense consumer pockets, cutting average transit to below two hours for enrolled merchants. Suburban adoption accelerates as cost-per-delivery drops and consumers display parity in urgency preferences compared with urban peers. In response, 45% of retailers plan to embed AI-driven shipping software that optimizes carrier mix and automates exception handling, while 51% budget predictive analytics for returns to shrink reverse-logistics overhead. Fragmented municipal regulations, however, necessitate costly jurisdiction-specific compliance, nudging multi-city carriers to pilot modular hardware that meets varying curb-space mandates. The ecosystem's 0.8-point boost to CAGR is front-loaded into the next two years.

Escalating Union Wage and Benefit Costs for Drivers

The driver pool tightens as the shortage persists at 80,000 positions in 2025, and demographic shifts could more than double the gap by 2030. Large integrators confront turnover above 90%, forcing wage escalators and retention bonuses that ripple through regional peers. Collective-bargaining rounds reset industry baselines, compelling non-union fleets to match headline figures or risk capacity attrition during peak periods. Classification reforms threaten the owner-operator model that underpins smaller parcel contractors, potentially raising compliance outlays and narrowing net margins. Over the long term, escalating wages shave 0.7 points from the market CAGR as carriers pass along costs through general rate increases that may curb discretionary shipment growth.

Other drivers and restraints analyzed in the detailed report include:

1. Retailers' Shift to Omnichannel and Store-Based Fulfillment
2. USPS Ground Advantage Relaunch Expanding Low-Cost Capacity
3. Aging Road and Bridge Infrastructure Causing Delays

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

E-commerce contributed 42.10% of 2025 shipments and remains the lodestar for parcel demand, driven by marketplace promotions, buy-now-pay-later penetration, and social-commerce crossover events. High order frequency keeps fulfillment centers pulsing, while returns programs extend parcel counts into the reverse pipeline. Healthcare rises at a 4.58% CAGR between 2026-2031, fueled by controlled-temperature pharmaceuticals, at-home diagnostic kits, and telehealth devices subject to strict chain-of-custody regulations.

Carriers with Verified-Accredited Wholesale Distributor status win share in temperature-controlled lanes, leveraging sensor-equipped packaging that records lane-level compliance for FDA audits. The manufacturing sector leans on just-in-time parts replenishment, while wholesale and retail trade entities optimize replenishment frequency using predictive shelf-stock analytics. Together, these verticals fortify the United States courier, express, and parcel market share, cushioning it against sector-specific downturns and broadening the service blueprint.

Domestic shipments own a 76.15% slice of the United States courier, express, and parcel market in 2025, buoyed by unified regulations, standardized addressing, and dense last-mile coverage that reaches virtually every ZIP code. Stable household consumption, robust small-business formation, and USPS universal-service guarantees keep origin-and-destination pairs overwhelmingly domestic. The international leg, while smaller, expands at a 4.64% CAGR between 2026-2031 as U.S. sellers list on global marketplaces and Canadian and Mexican consumers tap U.S. assortment breadth.

International growth leans on simplified electronic customs declarations and improved hand-off protocols with foreign posts, but looming de-minimis revisions threaten to add paperwork and brokerage fees. Carriers hedge by investing in section-321 compliance engines that parse product classifications in real time. Network planners also deploy hybrid truck-air models across the US-Mexico border to sidestep congestion at Laredo and Otay Mesa, protecting service commitments during peak periods. The evolving cross-border mix ensures that the United States courier, express, and parcel market size linked to global flows grows in both absolute and relative terms over the decade.

The United States Courier, Express, and Parcel (CEP) Market Report is Segmented by Destination (Domestic and International), Speed of Delivery (Express and Non-Express), Model (Business-To-Business (B2B) and More), Shipment Weight (Heavy Weight Shipment, Light Weight Shipment, and More), Mode of Transport (Air, Road, and Others), and End User Industry (E-Commerce and More). The Market Forecasts are Provided in Terms of Value (USD).

List of Companies Covered in this Report:

1. Amazon
2. Aramex
3. DHL Group
4. Dropoff Inc.
5. FedEx
6. International Distributions Services (including GLS)
7. OnTrac
8. Spee-Dee Delivery Service, Inc.
9. United Parcel Service (UPS)
10. USA Couriers
11. USPS
12. WeDo Logistics Limited (including Lone Star Overnight Inc.)

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Demographics
• 4.3 GDP Distribution by Economic Activity
• 4.4 GDP Growth by Economic Activity
• 4.5 Inflation
• 4.6 Economic Performance and Profile
  • 4.6.1 Trends in E-Commerce Industry
  • 4.6.2 Trends in Manufacturing Industry
• 4.7 Transport and Storage Sector GDP
• 4.8 Export Trends
• 4.9 Import Trends
• 4.10 Fuel Price
• 4.11 Logistics Performance
• 4.12 Infrastructure
• 4.13 Regulatory Framework
• 4.14 Value Chain and Distribution Channel Analysis
• 4.15 Market Drivers
  • 4.15.1 Explosive E-Commerce Order Volumes Post-Pandemic
  • 4.15.2 Growth of Same-Day / On-demand Delivery Ecosystems
  • 4.15.3 Retailers' Shift To Omnichannel and Store-Based Fulfilment
  • 4.15.4 USPS "Ground Advantage" Relaunch Expanding Low-Cost Capacity
  • 4.15.5 Surge in C2C Recommerce Parcels from Second-Hand Platforms
  • 4.15.6 Ev-Fleet Purchase Incentives Lowering Long-Term Last-Mile OPEX
• 4.16 Market Restraints
  • 4.16.1 Escalating Union Wage and Benefit Costs for Drivers
  • 4.16.2 Ageing Road and Bridge Infrastructure Causing Delays
  • 4.16.3 Urban Curb-Space Regulations Limiting Van Access
  • 4.16.4 Stricter De-Minimis Rules Raising Cross-Border Costs
• 4.17 Technology Innovations in the Market
• 4.18 Porter's Five Forces Analysis
  • 4.18.1 Threat of New Entrants
  • 4.18.2 Bargaining Power of Buyers
  • 4.18.3 Bargaining Power of Suppliers
  • 4.18.4 Threat of Substitutes
  • 4.18.5 Competitive Rivalry

5 Market Size and Growth Forecasts (Value, USD)

• 5.1 Destination
  • 5.1.1 Domestic
  • 5.1.2 International
• 5.2 Speed of Delivery
  • 5.2.1 Express
  • 5.2.2 Non-Express
• 5.3 Model
  • 5.3.1 Business-to-Business (B2B)
  • 5.3.2 Business-to-Consumer (B2C)
  • 5.3.3 Consumer-to-Consumer (C2C)
• 5.4 Shipment Weight
  • 5.4.1 Heavy Weight Shipments
  • 5.4.2 Light Weight Shipments
  • 5.4.3 Medium Weight Shipments
• 5.5 Mode of Transport
  • 5.5.1 Air
  • 5.5.2 Road
  • 5.5.3 Others
• 5.6 End User Industry
  • 5.6.1 E-Commerce
  • 5.6.2 Financial Services (BFSI)
  • 5.6.3 Healthcare
  • 5.6.4 Manufacturing
  • 5.6.5 Primary Industry
  • 5.6.6 Wholesale and Retail Trade (Offline)
  • 5.6.7 Others

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Key Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (Includes Global Level Overview, Market Level Overview, Core Segments, Financials as Available, Strategic Information, Market Rank/Share for Key Companies, Products and Services, and Recent Developments)
  • 6.4.1 Amazon
  • 6.4.2 Aramex
  • 6.4.3 DHL Group
  • 6.4.4 Dropoff Inc.
  • 6.4.5 FedEx
  • 6.4.6 International Distributions Services (including GLS)
  • 6.4.7 OnTrac
  • 6.4.8 Spee-Dee Delivery Service, Inc.
  • 6.4.9 United Parcel Service (UPS)
  • 6.4.10 USA Couriers
  • 6.4.11 USPS
  • 6.4.12 WeDo Logistics Limited (including Lone Star Overnight Inc.)

7 Market Opportunities and Future Outlook

• 7.1 White-Space and Unmet-Need Assessment