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15 handpicked stocks

Last-Mile Delivery

Tap into the companies mastering the final step of e-commerce. These carefully selected stocks represent businesses solving the complex challenge of getting products from distribution centers to customers' doorsteps, a critical growth frontier in our digital economy.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary and key takeaways for a stock basket focused on last-mile delivery, based on provided market capitalisations.

Key Takeaways for Investors:
  • Large-cap dominance generally implies lower volatility and tends to track broad-market performance, offering relatively reduced risk.
  • Treat this basket as a core, diversified holding rather than a speculative, high-growth allocation.
  • Expect steady, long-term appreciation rather than rapid, short-term gains; growth is generally more modest.
Total Market Cap
  • UPS: $74.64B

  • FDX: $57.30B

  • DASH: $111.91B

  • Other

About This Group of Stocks

1

Our Expert Thinking

We've focused on companies that excel at the most costly and complex phase of e-commerce: the journey from distribution hub to customer doorstep. As online shopping continues its unstoppable growth, these businesses are positioned to benefit from the increasing demand for faster, more reliable delivery solutions.

2

What You Need to Know

This portfolio offers targeted exposure to a high-growth segment of the digital economy. It includes global logistics leaders, specialized carriers for heavy goods, tech platforms connecting delivery networks, and innovators in route optimization and fulfillment automation.

3

Why These Stocks

These companies were selected for their strategic positions in solving the last-mile puzzle. The mix includes established delivery giants, specialized freight carriers, and logistics technology platforms - all benefiting from consumers' ever-rising expectations for same-day or next-day shipping.

Why You'll Want to Watch These Stocks

🚚

The E-Commerce Backbone

As online shopping continues its explosive growth, these companies power the crucial final step that brings products to your door. Without them, the digital economy simply couldn't function.

🔥

The Same-Day Revolution

Consumer expectations for lightning-fast delivery keep rising, and these companies are the ones making it happen. The race for speed creates continuous growth opportunities for last-mile innovators.

🤖

Tech-Powered Efficiency

These companies aren't just moving packages—they're developing AI route optimization, automated fulfillment, and drone delivery. They're solving the most complex logistics challenge with cutting-edge technology.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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