3PLs race to keep up, U.S. rule change delays holidays, and Canadian apparel retail surges

Ian Sinclair

Ian Sinclair

EVP, Commercial Solutions

ISinclair@nls.ca

National Logistics Services
150 Courtneypark Drive West
Mississauga, Ontario

In turbulent economic times, a true logistics partner can scale up, optimize and help your fast-moving enterprise adapt and thrive. 

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The 3PL sector is under pressure as shippers demand faster, more flexible, and resilient solutions. Ending the U.S. de minimis rule is straining holiday logistics, with more packages facing duties and delays. Canadian apparel retail is up 9.3% in early 2025, led by specialty store growth. Container imports are declining as early frontloading leaves ports with reduced volumes. eBay’s 2025 Recommerce Report confirms second-hand shopping is now mainstream, with 9 in 10 consumers planning to sustain or increase spending.

The 3PL market is evolving rapidly as shippers demand greater speed, flexibility, and resilience, but many providers are lagging behind. Short-term cost control and slow adoption of automation, AI, and adaptive labour models are widening the gap between leaders and laggards. To stay competitive, 3PLs must reposition themselves as strategic partners, focused on agility, scalability, and customer-centric performance in an era of constant disruption.

Ending the U.S. de minimis rule is creating major holiday shipping bottlenecks, with millions more packages now facing duties, inspections, and delays. Small sellers are hit hardest and are passing higher import fees to shoppers, leading to surprise duty bills, fewer options, and stricter return policies. Experts advise buying early, checking shipping terms, and expecting higher costs as cross-border e-commerce adjusts.

Canadian apparel retail has rebounded strongly, with sales up 9.3% in early 2025 and specialty stores leading double-digit growth. A weaker dollar, BNPL use, stable pricing, stronger tourism, and younger consumers are all keeping spending local and demand high. Trendex expects high single-digit growth through year-end, making 2025 one of the sector’s strongest post-pandemic years.

Container imports continue to fall after retailers frontloaded goods early due to tariff risks, leaving ports with sharp volume drops heading into late 2025. The NRF projects double-digit declines through year-end and an even steeper slowdown in early 2026 as ongoing tariff uncertainty complicates planning. Holiday sales should still grow modestly, but long-term import forecasts point to a softer shipping outlook.

eBay’s 2025 Recommerce Report shows second-hand shopping is firmly mainstream, with nearly 9 in 10 consumers planning to maintain or increase spending. While saving money remains the top driver, sustainability, self-expression, and a growing sense of community, especially among Gen Z and Millennials—are fueling momentum. The trend is also shaping holiday behaviour, with 78% of consumers more likely to give second-hand gifts this year.

Are your logistics requirements being effectively addressed? As we head towards the Black Friday, let’s explore your eCommerce fulfillment strategies. You can book a brief call with our team of seasoned logistics professionals to evaluate your needs and formulate a customized plan to propel your business forward.

For quick and easy scheduling, here’s a link to my full calendar.

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NLS Logistics Team Communications
As a leading Third Party Logistics (3PL) firm, we have the strategic infrastructure, technology relationships, and insights to help Canadian and international brands reach and serve the Canadian market
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