10 September 2026
Margin Collapse: 9.7 to 0.6 in One Quarter
Margin collapse hit fulfillment operators fast: cushions fell from 9. 7 points to 0. 6 in one quarter. This breakdown digs into the live network data behind rising parcel costs, slower GMV growth and what it means before peak season. Eric Lemus of Deposco explains why shipping costs are rising faster than revenue, how order growth is diverging from dollar growth, and why lean inventory could backfire in Q4.
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Downunder Voices provides an independently written summary and community perspective based on information published by the original source. The original publisher remains responsible for its reporting.
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