The same company can be your customer, your competitor, and your partner.
Some of the new players are not only cash-rich but also come armed with best-in-class data analytics. Amazon Logistics, for example, has become the second largest carrier by volume in the US within a decade.
‘Their mission is to become the most trusted freight provider for shippers around the globe,’ notes Adam Tomczak, Group Head of Delivery Sales, Product Development & Communications at Allegro, a marketplace that moves ‘a few million parcels a day’ in Poland. ‘A company that was a customer of the carriers is now a direct competitor.’
China’s e-commerce giant Alibaba has its own logistics business, Cainiao Group, which has a five-day global delivery service globally, with 85% of deliveries made in under five days. These newcomers are outcompeting the traditional big hitters because ‘their systems are fine-tuned for e-commerce whereas legacy carriers, like UPS and Fedex, have to balance different verticals and workflows,’ says Tomczak.
For Allegro, setting up its own carrier has involved developing a disruptive mindset to leverage the infrastructure of its biggest competitor, build a one-click delivery platform and a single contact centre.
‘We have algorithms that tell us which carrier is performing better in a given area so we can tell the customer that Carrier A or Carrier B is the best choice for them for this delivery, for the fastest and cheapest option,’ he adds.
The share-and-deliver mindset builds more faith in shopping, which grows the pie so everyone wins.
Go live quickly, roll out a pilot, test your assumptions and if it works, then double down. If it doesn’t work, then kill it. Too many companies are just dipping their toes in the water and not being fully open with their partners, which is just as waste of time.
Part of the mindset shift is a willingness to confront what you do well, and what your competitors can do better. Collaboration lets carriers offer more services that might be out of their comfort zone, adding more service and functionality for customers, as well as jump starting innovation.
‘There are some areas we definitely need collaboration, with the energy sector, for example, and for robotics,’ says Mads Bentzen Billesø, Head of Innovation & Partnerships at DFDS.
The industry is clearly searching for ways to find competitive edge by working ever closer with competitors. This paradox perhaps reflects the scale of the challenge for an industry finding it ever hard to carve out sustainable margins in an industry beset by overcapacity and rising costs.
Expect these issues to continue to dominate C-Suite thinking in the months to come as trade disruption and economic volatility bring further pressures to bear – be part of the debate at Leaders in Logistics 2026.
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