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Walmart e-commerce sales rise 27% as shoppers opt for same-day delivery
Freight Waves Eric Kulisch November 20, 2025
Sales for same-day delivery increased almost 70%, with nearly 35% of store-fulfilled orders delivered in under three hours, the retail giant said Thursday in an earnings report for the quarter ended Oct. 31.
The nation’s largest retailer says it can deliver to about 95% of U.S. households in under three hours, up from 93% late last year and 76% two years ago.
Related: The Wall Street Journal American Shoppers Are Looking for Deals and Walmart Is Cashing In
Walmart grows automation usage throughout supply chain
Supply Chain Dive Max Garland November 20, 2025
More than 60% of Walmart’s U.S. stores receive a portion of their freight from automated distribution centers, and over half of its e-commerce fulfillment center volume is moving through automated systems, per the release. Walmart said the increased use of automation is driving improved productivity on a per-unit basis.
Thanksgiving Weekend Expected to Draw Largest Number of Shoppers on Record
National Retail Federation November 20, 2025
A record 186.9 million people are planning to shop from Thanksgiving Day through Cyber Monday this year, according to the consumer survey released today by the National Retail Federation and Prosper Insights & Analytics. The figure is up more than 3 million total shoppers from the previous record of 183.4 million last year.
Salesforce: Cyber Week will break records with $334B in online sales
Chain Store Age Dan Berthiaume November 20, 2025
New data from Salesforce indicates that the 2025 edition of Cyber Week (Thanksgiving Day Thursday, Nov. 27 through Cyber Monday, Dec. 1) is expected to drive a record-breaking $334 billion in global online sales. This would represent a roughly 7% increase from the $314.9 billion in global online sales tracked by Salesforce in 2024.
RXO flags ‘fragile’ TL capacity makeup entering 2026
Freight Waves Todd Maiden November 20, 2025
The truckload spot market remained subdued in the third quarter and a modest peak season will likely keep a lid on rate increases in the fourth quarter, freight broker RXO outlined in its quarterly outlook released Thursday. However, the company said increased regulatory action targeting non-compliant CDL holders could tip the scales next year, ushering in “freight rate volatility.”
Link: RXO The Curve Q4 2025 Truckload Market Forecast: Spot & Contract Rate Trends
Lowe’s grows online sales in Q3, plans entry into agentic commerce market
Digital Commerce 360 Abbas Haleem November 20, 2025
Lowe’s grew online sales by double digits in its fiscal Q3, helping lift total sales in the quarter as consumers also made larger purchases from the home improvement retailer.
Total Lowe’s sales in its fiscal Q3 reached $20.81 billion.
Central U.S. Manufacturing Activity Accelerates
The Wall Street Journal Ed Frankl November 20, 2025 $Subscription Based
Activity at factories in the central U.S. accelerated this month, helped by improved employment and shipments, a monthly survey said.
Link: Federal Reserve Bank of Kansas City Tenth District Manufacturing Activity Grew Further in November
FMCSA’s tighter bond enforcement looms over freight brokers in 2026
Freight Waves John Paul Hampstead November 20, 2025
On January 16, 2026, the Federal Motor Carrier Safety Administration’s long-awaited updates to broker and freight forwarder financial responsibility rules fully kick in, transforming the $75,000 surety bond from a largely paper requirement into a rigidly enforced floor.
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