FedEx aims for growth: Are you in their target?
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It's a season rife with goal-setting, and FedEx has named its main targets for spurring growth this year. In the FedEx Q2 2025 earnings report call, EVP and Chief Customer Officer Brie Carere shared that the carrier will prioritize growth in four main areas: B2B for healthcare and automotive, domestic e-commerce, global airfreight, and Europe. Today, we will discuss each segment in further detail to demonstrate how you can benefit from FedEx's push to drive growth in these areas.
Healthcare and automotive B2B
Carere shared that healthcare has been FedEx's priority vertical and will remain in the top position. The carrier has a "double-digit percentage of our revenue in the fast growing $70 billion healthcare segment," and has a new strategy for growth. It plans to increase its share through cold chain support, a new quality management program, and FedEx Surround Monitoring and Intervention, which gives businesses predictive insights and enables them to make proactive decisions. FedEx also plans to globalize its current US-based portfolio to capture international revenue.
FedEx created a new automotive vertical to gain a piece of what they estimate to be a $10 billion pie. The carrier expects to add new benefits by delivering premium services to businesses that rely on the automotive supply chain in the early fiscal year 2026.
Domestic e-commerce
Carere cited speed, coverage, and picture proof of delivery as reasons that "e-commerce will continue to drive 90% of the market's incremental parcel growth in the years ahead." As Network 2.0 comes to fruition, the carrier will "continue to lower our cost to serve, which will lead to improved incremental flow through from these volumes."
Global airfreight
Now that the carrier's contract with the United States Postal Service has ended, it's courting global airfreight contracts with high earning potential. Currently, FedEx has "a low single digit market share in the $80 billion air freight market." However, Carere says that because the "air freight market is fragmented and the shipping processes are antiquated," the market is "ripe for disruption."
Europe
In the Q2 earnings call, FedEx President and CEO Raj Subramaniam shared that the carrier has implemented technological advances in Europe that will enhance productivity and speed up clearances, resulting in $600 million in DRIVE savings by the end of this fiscal year and a $50 million boost in operating income. FedEx's European enhancements are part of its strategy to secure a larger share of the growing $130 billion market.
Are you in one of these segments? Here's what to do next...
FedEx is motivated to secure your business if you ship B2B for healthcare or automotive, domestic e-commerce, global airfreight, or Europe. Whether you have an existing contract with FedEx or are considering moving from another carrier, trust ShipRx to help you negotiate terms that reflect FedEx's current strategy— saving you 20-30% or more on your shipping.
Contact us today for a free savings analysis and learn how much you can save through parcel rate negotiations with ShipRx.