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.
Your Basket's Financial Footprint
The basket's total market capitalisation is $637.75B, and its weighting is heavily anchored by a few very large-cap constituents. This large-cap bias tends to produce a more stable, broad-market‑like profile than smaller‑cap or high‑growth baskets.
- Large-cap dominance generally implies lower volatility and returns that tend to track broad market movements.
- Consider this as a core portfolio holding, not a speculative growth allocation.
- Expect steady long-term appreciation rather than rapid, short-term gains; growth is likely moderate.
DASH: $91.41B
UBER: $188.79B
CART: $10.82B
- Other
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.
Get the full story on this Basket. Read our detailed article on its risks and potential.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Boeing Forced Sale Impact | Defense Stocks 2025
The FTC's requirement for Boeing to sell parts of Spirit AeroSystems to approve their merger opens up the aerospace supply chain. This creates investment opportunities in other component manufacturers and defense contractors poised to benefit from a more competitive landscape.
Media Takeover Race Heats Up in 2025
Paramount Skydance has intensified the bidding war for Warner Bros. Discovery by increasing its breakup fee, signaling a strong commitment to the acquisition. This highlights a broader trend of consolidation in the media sector, creating potential opportunities among other content producers and M&A service providers.
EU Meta AI Probe: What's Next for Tech Competition
The EU is investigating Meta's practice of blocking rival AI chatbots on WhatsApp, raising significant antitrust concerns. This regulatory pressure could force open the ecosystem, creating a major growth opportunity for independent AI developers and challenging the dominance of Big Tech gatekeepers.