E-commerce acceleration slowed in 2021-2022 but is returning to its long-term trend (Global retail e-commerce market size ($ billions))

2 of 8

Note: Growth is worldwide and includes all categories and all retail and CPG e-commerce distribution types (pure, specialty, and grocery players).

Source: Euromonitor

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1. Quarterly vacancy rate for U.S. industrial real estate

Source: Cushman & Wakefield

2. E-commerce acceleration slowed in 2021-2022 but is returning to its long-term trend (Global retail e-commerce market siz…

Note: Growth is worldwide and includes all categories and all retail and CPG e-commerce distribution types (pure, specialty, and grocery players). Source: Euromonitor

3. Annual package volume (Billions)

Source: ShipMatrix

4. Cass Freight Index-shipments January 2010-December 2023 (01’ 1990=1.00)

Source: Cass Information Systems, Inc., ACT Research Co., 2024

5. Cass Freight Index-expenditures January 2010-December 2023 (01’ 1990=1.00)

Source: Cass Information Systems, Inc., ACT Research Co., 2024

6. International air cargo capacity (Thousand tons per week, January 2020-October 2023)

Source: Accenture

7. Average shipping container rates for select routes (Per 40-foot container, weekly, October 6, 2023 to January 4, 2024)

Note: Rates as of January 4 are daily, not weekly Source: Freightos; Axios Visuals

8. Rising tide lifts all boats ($ per 40-foot container)

Source: Drewry Shipping Consultants

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