Heavy Duty Trucking Logo
MenuMENU
SearchSEARCH

Commentary: The Promise of E-Commerce

E-commerce is nothing new, but it continues rising to new heights. Smart trucking companies are realizing it’s the next area with a huge growth potential, especially when the overall economy is growing at a moderate rate at best.

Evan Lockridge
Evan LockridgeFormer Business Contributing Editor
April 13, 2016
Commentary: The Promise of E-Commerce

Source: U.S. Commerce Department

3 min to read


Source: U.S. Commerce Department

E-commerce is nothing new, but it continues rising to new heights. Smart trucking companies are realizing it’s the next area with a huge growth potential, especially when the overall economy is growing at a moderate rate at best.

Ad Loading...

Weak areas for trucking right now are manufacturing, energy and intermodal:

  • Manufacturing began to take it on the chin last year, with recent reports showing the sector being weak.

  • Then there has been the collapse in energy prices, hitting trucking operations involved in oilfield operations.

  • The intermodal business is down from multi-year highs set in 2014, because of excess capacity in the marketplace, which has meant lower rates due to less freight demand in the sector.

Ad Loading...

Then there is the nation’s overall economic situation. Not bad, especially when you contrast it to the deep dark days of the Great Recession. In fact, the current expansion is one of the longer economic recoveries in U.S. history. But the pace of growth is not as fast as many would like. In the final quarter of last year, the gross domestic product increased at an annual rate of just 1%, down from 2% in the third quarter. Actual numbers for the first quarter aren’t due out until late April, and predictions at press time were all over the map.

So why is e-commerce the bright spot in all this? E-commerce sales in the U.S. last year were an estimated $341.7 billion, 14.6% higher than in 2014, says the Commerce Department. Compare that to total retail sales growth last year, which improved just 1.4%. E-commerce accounted 7.3% of retail sales in 2015, up from 6.4% the year before.

In other words, while traditional retail sales are improving a little, e-commerce is increasing a lot – and some carriers are banking on it for the future.

Take XPO Logistics, for instance, which purchased Con-way here in the U.S. and Norbert Dentressangle in Europe.

In a conference call with investors in February, CEO Bradley Jacobs noted that, “One bright spot in the economy is the demand for heavy goods. Consumer spending on big-ticket items has been growing at a good pace. This is especially true for Internet purchases.”

Ad Loading...

Such growth, he said, allowed the company to sign nearly 60 new contracts worth $118 million in annual sales.

In an interview with the Journal of Commerce, Jacobs said, “E-commerce has tentacles everywhere in our business, and that’s a good thing. It’s driving our supply chain business, our last-mile business and it’s affecting our LTL business as well. It’s definitely affecting all of our businesses in a positive way.”

Covenant Transport Group is also seeing the boom. Its costs for purchased transportation services and rented equipment rose more than 25% year-over-year in the fourth quarter as it rented more trailers, reportedly due to jumps in e-commerce.

CEO David Parker told a conference call of investors earlier this year that e-commerce is “growing three to four times faster than retail as a whole is growing,” and he expects it to continue.

One of Canada’s largest fleets, TransForce (which also serves the U.S.) is replacing business from the energy sector with e-commerce. In a conference call with investors in February, CEO Alain Bédard said he expects to as much as double e-commerce business this year. “In terms of growing our piece of the pie with e-commerce,” he said, “we feel good.”

Ad Loading...

Meanwhile, big-name retailers are stepping up their online game. According to the global real estate group Colliers International, the building of so-called “big box” warehouses is surging, with the Wall Street Journal reporting an additional 74 million square feet are set to be completed this year to help fulfill customer orders. With that kind of money being invested, it’s a pretty sure bet that these carriers will continue to “feel good” about e-commerce.

Subscribe to Our Newsletter

More Fleet Management

Amazon electric cargo bike on New York City street
Fleet ManagementJune 15, 2026

New York City's Microhub Project is Delivering Results

Trucking, last-mile delivery companies, and environmental advocates like what they are seeing so far with New York's microhub program.

Read More →
Illustration of hourglass and trucks backed up to a dock
DriversJune 15, 2026

Why Truck Detention Keeps Costing Fleets Time and Money

A 2024 ATRI study found detention affects nearly 40% of truckload stops and costs the industry more than $15 billion annually. Despite the toll on drivers, fleets, and supply chains, the problem remains stubbornly persistent.

Read More →
Panel discussion
Fleet Managementby Deborah LockridgeJune 12, 2026

Time is Running Out to Apply for Exclusive HDT Event

Heavy Duty Trucking Exchange brings fleet managers and suppliers together for the deeper conversations that lead to ideas, partnerships, and solutions. Time is running out to apply for the September event.

Read More →
Ad Loading...
Empty trailer with worker loading a pallet of cargo
Fleet ManagementJune 10, 2026

Amazon Launches Less-Than-Truckload Freight Offering for All Businesses   

This launch is the latest addition to Amazon Supply Chain Services, a portfolio of supply chain capabilities from Amazon, including freight, distribution, fulfillment, and parcel shipping.

Read More →
Stacks of intermodal containers at port with truck driving between them

Import Cargo Volume to See Year-Over-Year Gain Again in June, Then Remain Below 2025 Levels Into Fall

After July, the report predicts a weakening in import volume as consumer uncertainty remains high and the impact of increasing inflation takes its toll.

Read More →
Equity Interest Auction
SponsoredJune 8, 2026

AUCTION OF EQUITY INTEREST IN HEAVY HAUL TRUCKING COMPANY!!

Mark your calendar: June 30, 2026 (10:00 a.m. PDT). A 37.5% ownership interest in MagnaTrans, LLC, a California limited liability company doing business as Magna Transportation Group, will be sold in an in-person and online auction to the highest bidder or bidders under Article 9 of the Uniform Commercial Code. The Rancho Cucamonga-based heavy haul and over-dimensional trucking company operates across California, Oregon, and Arizona.

Read More →
Ad Loading...
Volvo OTA updates.

Volvo Trucks Adds Unattended Over-the-Air Software Update Capabilities

The latest evolution of Volvo’s over-the-air update technology allows software updates to run while trucks are parked, helping fleets keep vehicles current without disrupting operations.

Read More →
Podcast thumbnail illustration
Fleet ManagementJune 4, 2026

How Waste Connections is Using Data, Telematics, and AI

How do you manage and maintain more than 18,000 connected trucks? Data. Lots of it.

Read More →
YouTube thumbnail showing Chuck Palmer illustration with refuse truck in background

Why Fleet Data Matters More Than Ever at Waste Connections [Watch]

Waste Connections' Chuck Palmer explains how telematics, predictive maintenance, safety analytics, and AI help keep vehicles on the road and drivers safe in this episode of HDT Talks Trucking.

Read More →
Ad Loading...
Illustration of tractor-trailer and cybersecurity
Fleet ManagementJune 3, 2026

NMFTA Launches Free, Anonymous Cybersecurity Threat Report Portal

Organizations are encouraged to anonymously report freight fraud, cargo crime, and cyber threats while gaining visibility into incidents reported across the transportation sector.

Read More →