Uber Freight’s Q4 Market Update Report shows freight market quietly strengthening as shippers head into 2026

Route Guide Acceptance remains 93%, and dry van spot rates are up 1.2% YoY, showing carriers are holding discipline as the market tightens 

Uber Freight’s Q4 Market Update & Outlook Report released shows a freight market that’s quietly strengthening as shippers head into 2026, powered by consumers and the continued reshaping of supply chains in North America. Top findings:

• Holiday resilience: Consumers spent $11.7B on Black Friday (+8.3% YoY) and $14.2B on Cyber Monday (+6.7%), record levels that helped stabilize overall shipment demand during peak. 
• Truckload recovery indicators: Route Guide Acceptance remains 93%, and dry van spot rates are up 1.2% YoY, showing carriers are holding discipline as the market tightens. 
• Nearshoring momentum: Mexico continues to strengthen its position as the U.S.’s top trading partner — increasing its U.S. import share to 15.5% and attracting $34.3B in new foreign investment (+10.2% YoY) in the first half of 2025 alone, largely driven by reshoring in autos and advanced manufacturing. 
• Warehouse demand turning: Industrial absorption jumped 30% quarter-over-quarter to 45M sq ft, while new construction fell 13.4% YoY, signaling a return to growth with tightening likely by late 2026. 

In light of these signals, Uber Freight is working closely with shippers to ensure they’re locking in contract rates while they remain flat to low-single-digit, reserving port and population-adjacent warehousing while pricing is stable, and diversifying border entry.You’ll find the full report here

 

Category: Featured, General Update, News, Vehicles