Logistics giants are racing to keep up with healthcare boom as GLP-1s highlight need for cold storage

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Logistics giants like UPS, FedEx, C.H. Robinson and DHL are investing billions in temperature-controlled storage infrastructure to meet the growing demand for specialized medications like GLP-1s. UPS announced a $48 million investment in temperature-controlled facilities and generated a record $3 billion in healthcare revenue in the first quarter. The market for temperature-sensitive biologics is projected to reach $39.1 billion by 2033, with an 8.3% compound annual growth rate. FedEx reached nearly $10 billion in healthcare transportation revenue for fiscal year 2026, while C.H. Robinson surpassed $1 billion in healthcare logistics revenue. DHL plans to invest 2 billion euros in health logistics by 2030, with half allocated to the Americas.

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