Schwab Network

DHL e-Commerce: Adapting to Tariffs and Shifting Consumer Trends


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DHL e-Commerce Americas CEO Scott Ashbaugh describes how consumer behavior is shifting towards value and cost-effective shipping methods. He notes a delayed response to tariffs, with a downturn in shipments per client in October and November, now masked by holiday volumes. Ashbaugh also highlights how businesses adapted to tariffs by re-routing supply chains and fulfilling orders from the U.S. instead of China. He also points out a significant shift in holiday shopping towards online Black Friday sales and an increase in average package weight.



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