DataM Intelligence — Last-Mile Delivery Market Growing from $199.99 Billion in 2026 to $449.55 Billion by 2035 (paid)

A new study of the last-mile delivery market forecasts an annual growth rate of 9.62% from $199.99 billion in 2026 to $449.55 billion by 2035, with Amazon holding an 18% share and UPS 14%, while e-commerce growth, electric fleets, parcel lockers and drones reshape final delivery.

DataM Intelligence released a new assessment of the global last-mile delivery market, valued at $199.99 billion in 2026, projecting $449.55 billion by 2035 at a compound annual growth rate of 9.62% during 2026–2035. Growth is driven by the rapid expansion of e-commerce, demand for faster and more flexible deliveries, urbanization, and the adoption of route optimization, real-time tracking, automated delivery systems and electric vehicles. Recent developments monitored in the report include FedEx's preparation to raise its base rates in the US by 5.9% for 2027, DPD UK's plans to add 341 Mercedes-Benz eSprinter electric vans, the expansion of the Uber and Zipline partnership for autonomous drone delivery, UPS's continued trend away from lower-margin Amazon shipments toward B2B and healthcare deliveries, and the long-term exclusive agreement between DHL eCommerce and USPS valued at over $10 billion for last-mile parcel delivery in the US. Highlights of M&A activity include the FedEx/Advent consortium securing 89.81% of InPost shares in a proposed €7.8 billion acquisition, Descartes' acquisition of Extensiv, OnTime's agreement to acquire Zeleris for approximately €100 million, and Amazon's acquisition of Swiss robotics firm Rivr. Key players include Amazon (an 18% share supported by its e-commerce fulfillment network), UPS (14%), FedEx, DHL, DPDgroup, Hermes Europe, Starship Technologies, Zipline, Continental and others. The report frames the sector's disruption as a shift toward electric fleets, parcel lockers, autonomous drones, regional carriers and diversified delivery networks, with autonomous robots, drones, AI-powered routing and smart lockers increasingly important for urban and time-sensitive deliveries.