The 2025 Black Friday shopping season has triggered a surge in global logistics demand, with J&T Express, a global logistics service provider listed in Hong Kong witnessing strong growth across emerging markets in Latin America and the Middle East, characterized by a dual rise in both volume and delivery speed.
Brazil, a core market in Latin America, emerged as the growth highlight of this peak season. J&T Express Brazil achieved a dual breakthrough in order scale: orders from non-platform clients surged nearly 40% month-over-month compared to October.
Fueled by the consumption heat of local e-commerce platforms, orders from platform clients also saw significant growth—rising approximately 25% month over month. The daily average parcel volume in November also jumped about 80% compared to the third quarter.
Emerging markets
Meanwhile, emerging markets like Mexico and Egypt have also captured the spillover demand from Black Friday consumption, maintaining steady year-over-year growth of around 20%.
J&T Express successfully managed the concentrated explosion of orders through flexible capacity allocation while simultaneously meeting the diverse logistics needs of both platform and non-platform clients through deep network penetration.
This business performance serves as a testament to the continued release of consumption vitality in emerging markets, offering a cross-border logistics perspective for observing global consumption trends during Black Friday.
