Peak starts now.

Not in October. The decisions that determine how your November and December go, carriers, capacity, platform, promises, are being made in the next few weeks. This is the data to make them on, before it’s a last-minute scramble.

THE LENS

Peak 2025 → now → peak 2026

BUILT FOR

Retail logistics teams

BLACK FRIDAY 2026

27 Nov

Why a special edition

Last peak unpacked, what's next?

Every quarter we open our anonymised network data so retailers can benchmark against the market. This edition runs in three acts: a post-mortem of peak 2025, a read on what’s shifting right now in 2026, and a teaser for the peak ahead.

 

The real power of Unpacked is that it lets retailers plan peak on evidence, not instinct. When you can see how last peak actually behaved and where the trends are already heading, you can predict what’s coming and prepare for it rather than react when the volume hits.

Rory O'Connor

CEO, Scurri

In this edition

Everything you need to plan peak

Six steps, in order. Or jump to what you need.

01 - POST-MORTEM

Peak 2025, unpacked

The shape of peak, the crunch and the delivery mix under load.

02 - WHAT'S CHANGING

The 2026 shift

The overall stats: how demand, destinations and delivery have moved.

03 - DEEP DIVE

Industry explorer

Click any category for its trend, destinations and delivery preference.

04 - THE BIG TREND

AI & peak

What shoppers now expect AI to do, and where it wins peak.

05 - PEAK 2026 TRENDS

The outlook for 2026

The calendar and the market view of what's coming.

06 - YOUR MOVE

How ready are you?

Score your readiness and get the prep playbook in one place.

01 - THE POST-MORTEM · PEAK 2025

THE SHAPE OF PEAK

Peak was a plateau, not a spike

Q4 2025 volumes grew just +0.4% year on year across our network. Demand didn’t collapse — but it didn’t rescue the quarter either. Black Friday and Cyber Monday grew only +1.8%, and Christmas week was flat at +0.3%.

+0.4%

Q4 2025 volume, YoY

Flat across the network

+1.8%

Black Friday & Cyber Monday

The promotional peak barely moved

+0.3%

Christmas week

Essentially no growth

Month-on-month change, Q4 2025 YoY

YoY volume change by month. 

October     

-4.8%

November 

+4.6%

December 

+0.5%

Q4 total    

+0.4%

What the shape tells you

01

Volume didn’t rescue the quarter. Q4 grew just 0.4% YoY. Retailers didn’t fail to generate demand, but growth alone wasn’t enough to carry margin.

02

Combined Black Friday and Cyber Monday volume rose just 1.8% as retailers increasingly adopted a “Black Month” approach, spreading promotions across November. Volumes are now spread across the month.

03

Christmas week was flat. At +0.3%, the pre-Christmas rush retailers plan capacity around barely showed up in the numbers.

→ Why it matters now

If you can’t grow your way through peak, margin protection is the only lever left. With volumes essentially flat, the retailers who win 2026 will be the ones managing carrier surcharges, WISMO enquiries, delivery exceptions and returns, not the ones chasing volume that isn’t there.

Peak Delivery Preferences

Speed is the default, but the mix is moving

When volume peaks, the delivery mix shows what shoppers actually expect. Next Day carried more than a third of peak. But compare it with where 2026 preference sits now, and you can see the mix rebalancing toward security and value. Use the toggle.

What the shape tells you

Demand for Next Day delivery is rising, but so is the cost of meeting it. As shoppers increasingly expect fast delivery as standard, retailers face a key decision: absorb the cost to remain competitive or pass it on to customers.

Signature is climbing. Its share has risen into 2026 and it’s now the fastest-growing service (+34% YoY), shoppers want security and proof on higher-value orders.

Two-Day is quietly surging. Lower share, but the fastest growth of any option (+42% YoY), a value-speed middle ground is coming back.

Weekend has cooled. After leading peak 2025 growth, weekend preference has softened (−22% YoY) as shoppers plan earlier.

Next Day
34.8%
Signature
22.7%
Standard
20.4%
Two-Day
11.8%
Weekend
6.0%
International
2.8%
Fresh (new)
1.1%
2 Man
0.4%
Next Day
32.1%
+17%
Signature
26.5%
+34%
Standard
17.7%
-11%
Two-Day
10.5%
+42%
Weekend
8.5%
-22%
International
2.3%
-22%
2 Man
0.7%
+23%
Delivery preference and YoY change, Q2 2026. The mix is rebalancing toward security and value.

→ What to carry into peak

The lesson: a fixed carrier mix won’t fit. Speed and security are both rising, while weekend demand is easing. Retailers need the flexibility to balance Next Day, Signature and Two-Day services while reassessing what “standard” delivery means. Can your carrier network consistently deliver on a two- to three-day SLA?

02 - WHAT'S CHANGING NOW

THE 2026 SHIFT

Where the map is redrawing itself

Q4 2025 volume grew just +0.4% year on year, nowhere near the explosive growth of prior years. Halfway through 2026, overall network volume is essentially flat (+0.2%), and where growth remains, it’s moved. Knowing which markets are durable and which are volatile is the difference between a carrier plan that scales and one that strands volume.

Market
Q4'25 YoY
Q2 '26 YoY
🇩🇪
Germany Bank on it
+34.7%
+44.7%
🇧🇪
Belgium Bank on it
+29.8%
+24.8%
🇳🇱
Netherlands Bank on it
+12.2%
+16.4%
🇩🇰
Denmark Bank on it
+23.4%
+16.3%
🇮🇪
Ireland Recovering
-0.6%
+7.8%
🇬🇧
UK Watch
+1.5%
-2.9%
🇵🇱
Poland Volatile
+27.5%
-64.2%
🇺🇸
US Declining
-31.1%
-26.0%
🇨🇦
Canada Declining
-39.2%
-26.3%

With changes to customs duties adding new complexity to cross-border trade, we’ll continue analysing the data to keep our customers informed and ready to respond as the market evolves.

Rose Power

Head of Operations, Scurri

Germany is the one to bank on. It posted double-digit YoY growth at peak (+34.7% in Q4 2025) and again in Q2 2026 (+44.7% YoY). If you’re expanding EU capacity, start here.

North America keeps retreating. The US was down YoY at peak (-31.1% in Q4 2025) and still down YoY in Q2 2026 (-26.0%). The decline hasn’t reversed, even if it’s easing slightly. Model demand risk before over-committing transatlantic.

Domestic demand is softening. UK volumes were down -2.9% YoY in Q2 2026, even as mainland Europe posted strong YoY growth across the board — Switzerland, Belgium, France, the Netherlands and Denmark all in double digits.

03 - DEEP DIVE · INDUSTRY EXPLORER

INTERACTIVE - INDUSTRY EXPLORER

How each category moved, and what it wants

Peak demand didn’t move evenly, and it’s still shifting. Pick a category to see how it grew at peak 2025, where it sits now in 2026, its dominant delivery preference, and what that means for your plan.

Peak 2025 → Now (Q2 2026)

Pet & Animal

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
+35%
how it grew last peak
Q2'26 YoY
-4.4%
where it sits today
Top delivery pref
Signature
82% of this category
Top destinations (share of category shipments)
🇬🇧 UK 37.5%
🇩🇪 Germany 5.2%
🇳🇱 Netherlands 3.4%
Peak's runaway winner has cooled in 2026. Overwhelmingly Signature, and notably more EU-spread than most. Plan secure, proof-of-delivery capacity, and expect a seasonal lift again in Q4.
Peak 2025 → Now (Q2 2026)

Tools & DIY

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
+30%
how it grew last peak
Q2'26 YoY
+23.2%
where it sits today
Top delivery pref
Two-Day
58% of this category
Top destinations (share of category shipments)
🇬🇧 UK 48.0%
🇮🇪 Ireland 1.8%
One of the few categories still growing double digits into 2026. Two-Day is the backbone. Protect economy-speed capacity rather than chasing next-day.
Peak 2025 → Now (Q2 2026)

Sports Equipment

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
+14%
how it grew last peak
Q2'26 YoY
+21.7%
where it sits today
Top delivery pref
Next Day
66% of this category
Top destinations (share of category shipments)
🇬🇧 UK 32.3%
🇮🇪 Ireland 16.6%
🇺🇸 US 0.4%
Accelerating, not fading — momentum carried from peak straight into 2026, with an unusually strong Ireland share. Next Day dominant, so speed capacity is non-negotiable.
Peak 2025 → Now (Q2 2026)

Cosmetics

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
+10%
how it grew last peak
Q2'26 YoY
+3.3%
where it sits today
Top delivery pref
Two-Day
54% of this category
Top destinations (share of category shipments)
🇬🇧 UK 39.9%
🇮🇪 Ireland 5.5%
🇺🇸 US 3.6%
A steady grower, still positive in 2026. Split between Two-Day and Next Day. Flexibility across speed tiers matters most.
Peak 2025 → Now (Q2 2026)

Toys

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
+16%
how it grew last peak
Q2'26 YoY
-3.3%
where it sits today
Top delivery pref
Signature
29% of this category
Top destinations (share of category shipments)
🇬🇧 UK 44.4%
🇺🇸 US 4.1%
🇫🇷 France 0.2%
Highly seasonal: strong at peak, negative by mid-2026. Preference splits Signature / Next Day. Expect the spike to return hard in Q4.
Peak 2025 → Now (Q2 2026)

Adult

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
+18%
how it grew last peak
Q2'26 YoY
-22.4%
where it sits today
Top delivery pref
Next Day
85% of this category
Top destinations (share of category shipments)
🇺🇸 US 23.2%
🇬🇧 UK 20.3%
🇨🇦 Canada 2.7%
The sharpest 2026 reversal and unusually US-led for a UK network. Overwhelmingly Next Day and discreet: speed is the entire proposition here.
Peak 2025 → Now (Q2 2026)

Fashion

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
-9%
how it grew last peak
Q2'26 YoY
-14.0%
where it sits today
Top delivery pref
Two-Day
45% of this category
Top destinations (share of category shipments)
🇬🇧 UK 43.2%
🇺🇸 US 1.7%
🇩🇪 Germany 1.5%
Soft at peak and softer now. Two-Day and Standard-led, returns-heavy. A value-conscious category where reverse logistics is as important as delivery.
Peak 2025 → Now (Q2 2026)

Homewares

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
-25%
how it grew last peak
Q2'26 YoY
+21.5%
where it sits today
Top delivery pref
Standard
87% of this category
Top destinations (share of category shipments)
🇬🇧 UK 50.0%
The comeback story: peak's biggest faller is one of 2026's big risers. Almost entirely UK Standard delivery. Cost-efficient capacity wins this one.
Peak 2025 → Now (Q2 2026)

Food & Drink

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
+3%
how it grew last peak
Q2'26 YoY
-9.6%
where it sits today
Top delivery pref
Next Day
57% of this category
Top destinations (share of category shipments)
🇬🇧 UK 41.8%
🇫🇷 France 2.0%
🇮🇹 Italy 1.4%
Flat at peak, negative now. Next Day and Weekend-led with Fresh emerging. Time-sensitive handling and cold-chain options required.
Peak 2025 → Now (Q2 2026)

Gifting

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
-3%
how it grew last peak
Q2'26 YoY
-5.7%
where it sits today
Top delivery pref
Next Day
50% of this category
Top destinations (share of category shipments)
🇬🇧 UK 45.3%
🇮🇪 Ireland 3.9%
🇺🇸 US 0.3%
Persistently soft through 2026 so far, but the category most likely to surge as Christmas gifting lands. Next Day / Standard split.
Peak 2025 → Now (Q2 2026)

Motor

Volume trend, top destinations and delivery preference — percentage change or share
Q4'25 YoY
+16%
how it grew last peak
Q2'26 YoY
-7.3%
where it sits today
Top delivery pref
Next Day
65% of this category
Top destinations (share of category shipments)
🇬🇧 UK 47.7%
🇺🇸 US 0.9%
🇩🇪 Germany 0.1%
Grew at peak, cooled in 2026. Next Day-led with a notable Weekend share. Keep weekend cover for this one.
04 - THE BIG TREND · AI

The defining trend for peak 2026

Peak success starts with better preparation.

Shoppers expect AI to make their experience faster and smoother, and they expect it during peak specifically. Our research, conducted by Savanta with more than 1,000 UK consumers and published in Scurri’s Future of Delivery Report, Scurri’s latest data, shows where that expectation is sharpest, and where retailers are already turning it into delivery performance.

59%

of UK shoppers expect retailers to use AI during peak

For faster shipping, better stock availability and fewer delays

49%

are open to AI personal shopping assistants

The golden quarter, network-wide

31%

Order and delivery tracking

The #1 thing shoppers want AI to improve

46%

Enterprise retailers prioritising AI for both efficiency and customer experience

in the next 12 months

Where AI wins peak

Smarter carrier selection. AI routes each order to the carrier best placed to deliver it on time and on cost, so your delivery promises at checkout are ones you can keep, even at peak.

Proactive, deflected WISMO. With up to 82% of “where is my order” queries absorbed by AI and 40% shifted to social, your support team stays functional on the busiest days.

Demand you can see coming. AI-driven forecasting turns the plateau-and-spike pattern from earlier into a plan, capacity where the volume will actually be.

→ The bottom line

At peak, AI can help make the difference between delighting customers and losing them to delays. AI can help proactively identify at-risk shipments and detect delivery issues before they impact customers. The retailers embedding AI into delivery, not just discovery, are the ones protecting both margin and loyalty.

What shoppers want AI to do

Share of UK shoppers naming each as a priority. Source: Scurri consumer research, 2026.

Order and delivery tracking

39%

Faster delivery times

32%

Real-time notifications

28%

Flexible delivery options

26%

05 - PEAK 2026 TRENDS

THE PEAK 2026 CALENDAR

Peak is a season. Here's the map.

From summer benchmarking to the January returns wave, the pressure points are predictable.

30 NOV

PEAK

Cyber Monday

Final-mile and tracking systems get stress-tested. WISMO climbs.

MID-DEC

PEAK

Last-minute rush

Ultra-fast, secure options spike as gift deadlines close. The crunch day lands here.

26 DEC

Boxing Day

WISMO peaks and the returns wave begins. Reverse logistics must be proactive.

EARLY JAN

Returns peak

What shoppers now expect AI to do, and where it wins peak.

06 - YOUR MOVE · HOW READY ARE YOU?

Interactive · Readiness check

How ready is your peak?

Tick what’s already true for your operation. Your score updates live and points you to the gaps worth closing before October.

Get peak-ready with Scurri

Build the delivery setup that wins peak 2026

Book a 30-minute Peak Delivery Audit to pressure-test your carrier setup, tracking visibility and exception handling before peak 2026 arrives.

Get the next Unpacked first

Peak benchmarks, fresh data and prep guides, all delivered as they’re released. Built for retail delivery teams.