Amazon's investments in new fulfillment centers and delivery stations have gradually cemented the online giant's position as a key player in the nearly $193 billion U.S. parcel industry, long dominate... ...

Core Insights - ARGAN has completed a new 9,000 sq.m cross-dock fulfillment center in Vendin-le-Vieil, strategically located in a major logistics hub in the Lens area, under a firm 12-year lease with a leading international transport and logistics group [2][4] Group 1: Strategic Location - The fulfillment center is built on a 7-hectare site adjacent to an existing ARGAN property operated by CARREFOUR SUPPLY CHAIN, providing a prime geographic position close to Lens and direct access to the A21 highway and National Route 47 towards Lille [2] - The location is ideal for fulfillment and urban distribution activities, benefiting from proximity to a population of over 250,000 inhabitants [5] Group 2: Facility Features - The facility includes a 7,400 sq.m cross-dock hall with 71 loading bays, facilitating efficient circulation of goods, and a two-story office space of 1,200 sq.m [3] - ARGAN has installed a 150 kWp rooftop solar power plant to supply part of the tenant's electricity needs, aligning with its commitment to sustainability [3] Group 3: Long-term Commitment - The 12-year lease agreement with the tenant indicates a long-term commitment to the development and operational sustainability of the facility [4] Group 4: Market Alignment - The new development is aligned with the growing demand for fulfillment centers driven by the rise of e-commerce, positioning ARGAN favorably within the logistics market [5] Group 5: Company Overview - ARGAN is a leading French real estate company specializing in the development and rental of premium warehouses, with a portfolio of 3.7 million sq.m valued at €4.0 billion, generating over €210 million in annual rental income as of June 30, 2025 [6][7] - The company holds an investment-grade rating (BBB- with a stable outlook) from Standard & Poor's, reflecting its financial solidity and commitment to sustainability [8]

Core Insights - Gofo Express has opened its first U.S. super hub in Newark, New Jersey, marking its transition from a regional to a national courier service [1] - The Newark facility spans over 400,000 square feet and is equipped to process more than 40,000 parcels per hour, with a daily capacity exceeding 700,000 parcels [2] - The company plans to invest $150 million in two e-commerce distribution centers to enhance its infrastructure for middle-mile and last-mile delivery [3] Company Overview - Gofo Express, founded in 2023 by Chuan Zhen, is a logistics provider that emerged post-pandemic, offering competitive pricing compared to FedEx and UPS [4] - The company has rapidly expanded its logistics network across the U.S., currently operating nearly 100 hubs and stations supported by over 30 linehaul routes [6] - Gofo employs more than 1,000 full-time employees and collaborates with delivery service partners for last-mile delivery [6] Market Position and Expansion - A significant portion of Gofo's historical volume has come from e-commerce merchants linked to China, but it is increasingly serving North American retailers and smaller online sellers [5] - The company's network currently covers 8,000 zip codes, representing 70% of the U.S. population, with plans to reach 10,000 zip codes by the end of 2025 [7]

Core Insights - Armlogi Holding Corp. has been approved as a fulfillment partner in TikTok Shop's warehouse program, enhancing its role in the e-commerce logistics sector [1][5] - The company has allocated over 1,300,000 square feet of operational capacity across multiple states for TikTok-related fulfillment activities, with potential for further expansion [2] - Armlogi's warehouses support various product categories, enabling faster delivery times for TikTok Shop sellers and compliance with service level agreements [3][4] Operational Efficiency - The integration with TikTok Shop allows for real-time inventory syncing, order flow automation, and shipment tracking, improving operational efficiency for merchants [4] - The initiative is expected to create over 50 warehouse jobs initially, with the potential for growth as order volumes increase, especially during peak seasons [4] Company Overview - Armlogi Holding Corp. is based in Walnut, CA, and offers a comprehensive range of supply-chain solutions, catering to cross-border e-commerce merchants [6] - The company operates ten warehouses covering over 3.5 million square feet, equipped for handling large and bulky items, and is a member of the Russell Microcap® Index [6]