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Yield per shipment

Business Model & Unit Economics · Unit metrics

What it is

Average revenue per parcel delivered. It falls as e-commerce shipments replace documents and high-value business parcels, and as platforms negotiate rates down on committed volume

Cost per shipment must fall faster for margins to hold

Impact on industries

  • Structurally declining as mix shifts toward low-value e-commerce parcels, so volume growth does not translate into proportionate revenue
  • Large platform customers negotiate hard on committed volume, and captive logistics arms give them a credible alternative
  • Automation, density and route optimisation can cut cost per shipment faster than yield falls, which is where the margin is won
  • Heavier, bulkier and cold-chain shipments carry better yields, so mix management within e-commerce matters as much as volume

Industries affected