The news: Walmart sellers who ship their own orders can now use eight more parcel carriers, including Gofo, UniUni, SpeedX and DoorDash.
Implications:
Peak fees: A carrier with no peak surcharge avoids the $0.75 to $0.80 UPS and FedEx add to each home delivery from late November.
On-time score: A late package from one of the new carriers counts against your Walmart on-time rate, because Walmart’s delay protection only works with USPS, FedEx and UPS.
Label price: Ship with Walmart labels on USPS, FedEx and UPS are discounted up to 35%, so a new carrier has to beat that price, not the list rate.
The News
The eight are UniUni, SpeedX, Exelot, SwiftX, TForce Final Mile, Gofo, OSM Worldwide and DoorDash, added to the list of approved carriers for Walmart Marketplace orders that sellers ship themselves. USPS, FedEx and UPS remain Walmart’s preferred carriers.
Approval decides whether a seller can use a carrier at all. Walmart says shipping with a carrier it hasn’t approved can get a seller suppressed, suspended or terminated, because it can’t validate the tracking, and it holds sellers to valid tracking on at least 99% of orders.
Why It Matters
The approval lands just before the weeks when FedEx and UPS charge the most for home delivery, so sellers now have a cheaper option on Walmart orders for peak. The catch is Walmart’s cover for late deliveries, which the new carriers don’t get.
Zoom In
Three of the eight already run large networks:
Gofo: reaches about 75% of the US population across roughly 12,000 ZIP codes, and says its rates run 15% to 50% below many competitors, with no peak surcharge. It expects its busiest peak day to top 6 million parcels, double last year’s.
SpeedX: was delivering about 1 million parcels a day with gig drivers last December, covering about three-quarters of the country with a gap in the Great Plains.
UniUni: grew its US volume more than tenfold from 2024 to 2025.
Each carrier’s ZIP coverage decides how much of a seller’s Walmart volume it can take.
The Trade-Off
The saving is real at peak. A seller sending 10,000 UPS home deliveries a week pays $7,500 a week in UPS’s $0.75 peak fee from Nov. 22 to Dec. 26, or about $37,500 over those five weeks, by our math. A carrier with no peak surcharge avoids that fee on every package it takes.
What the seller gives up is Walmart’s protection on delays. Walmart excuses carrier delays from a seller’s on-time rate through its Ship with Walmart labels and through Simplified Shipping Settings, and both work only with USPS, FedEx and UPS. Walmart requires at least 90% of a seller’s orders to arrive on time over 30 or 60 days, and on any other carrier a delay counts against the seller unless the carrier logs it as an exception or a weather delay.
The discounted labels also set the price to beat. Ship with Walmart takes up to 35% off 2-day labels and 15% off 3-day for eligible sellers.
Shippers that have added newer carriers have kept service ahead of savings. EssilorLuxottica partnered with the regional carrier Veho, and Massimo Sapone, its SVP of North America distribution planning and logistics, said that if he told his CEO he had saved money but missed what customers expect, “I would not be here next year.”
Who’s Exposed
Sellers shipping light home deliveries themselves have the most to gain, since those are the packages the peak fees hit.
Sellers who move a lot of volume to one newcomer carry a second risk. Gofo, SpeedX and UniUni were among the carriers Sen Tom Cotton asked the Justice Department in May to investigate over their ownership, data and pricing. Gofo denied any subsidized pricing and UniUni said it is Canadian-controlled, and no action has been reported, but the request gives sellers one more reason to keep a backup carrier on the same lanes.
What’s Next
Nov. 22 to Dec. 27: UPS and FedEx’s top peak fees run, the weeks a no-peak-fee carrier saves the most. Our FedEx and UPS piece has the full fee schedule.
Photo: Courtesy of Walmart
