Why do developments in last-mile delivery platforms like Onfleet matter to enterprise supply chains?

Last-mile delivery represents 40-50% of total logistics costs and is a primary driver of customer satisfaction. Platforms like Onfleet optimize route planning, reduce failed delivery attempts, and improve driver utilization, directly impacting profitability and service levels.

What is the significance of J&T Express's prominence in the July supply chain narrative?

J&T Express dominates parcel delivery in Southeast Asia, a region with explosive e-commerce growth. Its strategic moves affect regional logistics costs, delivery times, and competitive positioning for companies sourcing from or shipping to ASEAN markets.

How does telematics from providers like Geotab improve supply chain operations?

Telematics provides real-time vehicle tracking, driver behavior monitoring, and predictive maintenance insights. This data reduces fuel costs, minimizes breakdowns, extends asset life, and enables compliance with safety and environmental regulations.

Are these three companies competitors or complementary solution providers?

They operate in adjacent but distinct layers: J&T Express is a regional carrier, Onfleet is a software platform for last-mile optimization, and Geotab is a telematics provider. Many carriers integrate with third-party software and telematics, making these companies often complementary rather than direct competitors.

Technology & Innovation

Moderate

Logistics Leaders J&T Express, Onfleet, Geotab Drive July Gains

Jul 13, 2026

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The signal

This supply chain roundup highlights three major players in logistics and transportation technology during July 2024. J&T Express, a leading Southeast Asian parcel carrier, Onfleet, a last-mile delivery optimization platform, and Geotab, a telematics and fleet management solutions provider, represent different but interconnected segments of modern supply chain operations. The convergence of these companies reflects ongoing industry trends toward digitalization, real-time visibility, and operational efficiency across the logistics ecosystem.

For supply chain professionals, developments among these platforms matter because they signal where capital and innovation are flowing within the sector. Onfleet's last-mile solutions address one of the costliest and most complex segments of e-commerce fulfillment, while Geotab's telematics capability enables data-driven fleet optimization. J&T Express's prominence in Southeast Asia underscores the region's critical role as both a manufacturing hub and e-commerce destination, where efficient last-mile and regional logistics have become competitive necessities.

These developments suggest that supply chain leaders should evaluate how legacy systems integrate with modern optimization platforms. The fragmentation across carriers, technology providers, and regional players creates both opportunity and complexity—organizations need visibility across multiple platforms to manage end-to-end performance.

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#parcel-carriers

#telematics