DIpil Das
- Due to Covid-19, there is more unpredictability around the traditional holiday shipping deadlines, with increased pressure this year caused by a surge in online ordering.
- Retailers have therefore introduced same-day delivery services and leaned on third-party providers to ensure delivery capabilities for the holiday season.
- We expect that same-day delivery will be a key differentiator for retailers during December, benefiting big-box retailers in particular (which are skewed toward value) and multibrand retailers, such as department stores, because consumers can shop for the entire family, buying multiple gifts in one order.