Uber Freight sees U.S.–Mexico trade driving freight rebound into 2026 [Yahoo! Finance]
Uber Technologies, Inc. (UBER)
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Source: Yahoo! Finance
Uber Freight's latest market outlook points to a U.S. freight market that is quietly stabilizing and setting up for tighter conditions in 2026, with cross-border trade with Mexico emerging as one of the most important structural drivers. Uber Freight is a part of San Francisco-based Uber Technologies Inc. (NYSE: UBER ), which operates three platforms: Uber (ride-hailing), Uber Eats (food and goods delivery) and Uber Freight (logistics). In its “Q4 2025 Market Update & Outlook,” released on Thursday, Uber Freight said resilient consumer spending, nearshoring activity and capacity discipline among carriers are helping stabilize demand after a prolonged freight downturn — even as manufacturing remains under pressure and geopolitical risks persist. Uber Freight highlighted Mexico's expanding role in North American supply chains, driven by nearshoring and reshoring activity across automotive, industrial machinery and advanced manufacturing. Mexico increased its share of U.S. impor
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