Third-Party Logistics Stocks Could Gain From Retail 2025
Kroger is shutting down three automated fulfillment centers, signaling a major shift in its e-commerce strategy. This move away from in-house automation creates a significant opportunity for third-party delivery platforms poised to capture more business.
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About This Group of Stocks
Our Expert Thinking
Major retailers are discovering that building their own automated fulfillment centres is incredibly expensive and complex. Kroger's $2.6 billion write-off shows the true cost of going it alone. We believe this signals a broader shift towards partnering with established third-party platforms that already have the infrastructure, technology, and expertise to handle e-commerce delivery efficiently.
What You Need to Know
This group focuses on companies that provide the backbone of modern delivery and logistics. These are the platforms, networks, and technology providers that retailers turn to when they decide to outsource rather than build. The theme captures both established giants and innovative newcomers across the entire delivery value chain, from last-mile delivery to supply chain management software.
Why These Stocks
Each company in this selection was handpicked because they stand to directly benefit from retailers' shift away from in-house fulfillment. Whether it's DoorDash capturing grocery delivery orders, GXO handling warehouse operations, or Shopify providing e-commerce platforms that integrate with multiple delivery partners, these stocks are positioned at the centre of this strategic pivot in retail.
Why You'll Want to Watch These Stocks
Industry Pivot in Motion
Kroger's $2.6 billion write-off isn't just one company's mistake—it's a signal that the entire retail industry is rethinking how delivery works. When giants change course, the ripple effects create massive opportunities.
Outsourcing Goldmine
Every retailer that abandons in-house fulfillment becomes a potential new customer for these third-party platforms. It's like watching a dam break, with business flowing directly to the companies in this group.
Proven Winners Only
These aren't speculative bets—they're established players with existing networks, proven technology, and the infrastructure to handle massive new contracts. They're ready to capture this shift immediately.
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