U.S. delivery companies are poised to manage a record 2.3 billion packages this holiday season, marking a 5% increase compared to the previous year. This surge comes despite the pressures from President Donald Trump's tariff policies, as an extra shopping day provides some relief to the sector.

The holiday delivery season captivates investor interest as companies like FedEx and UPS often double their usual package numbers during this timeframe. However, the anticipated growth in deliveries will not be uniform across all companies, as per logistics tech provider ShipMatrix.

Trump's fluctuating tariff policy has cooled U.S. business investments, while consumers grow cautious of rising prices, impacting delivery demands. FedEx and UPS have noted a decline in volumes since import duty exempt

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