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Sequoia Logística
Sequoia Logística: Downloadable Business Model Canvas for Investors & Founders
Unlock the full strategic blueprint behind Sequoia Logística’s business model—this concise Business Model Canvas reveals how the company creates value through integrated logistics, strategic partnerships, and customer-focused services to capture market share and scale efficiently.
Ideal for investors, consultants, and founders, the downloadable canvas breaks down customer segments, revenue streams, cost structure, and growth levers into a ready-to-use format for benchmarking and strategic planning.
Purchase the complete Word and Excel files to access detailed, company-specific insights and start applying proven logistics strategies to your business or investment analysis today.
Partnerships
Independent Carrier Network and Aggregates
Sequoia Logística depends on a network of ~4,500 independent drivers and 1,100 small carriers to keep an asset-light model, letting capacity scale +/-40% for peak events (Black Friday) without owning vehicles. By routing contracts and performance via its digital platform, the firm maintains 95% on-time delivery and avoids ~$28M in annual fleet capex, while keeping variable cost per shipment competitive.
E-commerce Marketplace Platforms
Strategic alliances with Brazilian and global marketplaces (Mercado Libre, B2W, Amazon Brasil) drive Sequoia Logística’s high-volume flows—these partners accounted for ~62% of parcel volume in 2024, ~18M shipments. Back-end integrations (API/webhooks) enable automated label generation and fulfillment; uptime targets >99.5% and sub-24s label latency are contract KPIs. Maintaining ties requires meeting delivery SLAs, <1.5% damage rate, and real-time tracking for end-to-end visibility.
Strategic Technology and Software Providers
Collaboration with software vendors and hardware providers funds continuous upgrades to sorting and tracking systems, cutting parcel dwell time by ~18% and boosting throughput; in 2024 Sequoia Logística reinvested 3.2% of revenue (BRL 18.6M) into automation tech.
These partners supply cloud compute for real-time route optimization (reducing route costs ~7%) and proprietary automation, keeping Sequoia competitive with Brazilian digital-native peers like Loggi and Rappi in last-mile efficiency.
Financial Institutions and Bondholders
Following the financial restructuring completed by late 2025, Sequoia Logística keeps close ties with banks and bondholders—critical after reducing net debt 28% in 2025 and securing a $120m revolving credit line post-Move3 merger for working capital and growth.
Transparent, quarterly reporting on debt service (interest coverage ratio target >3.0x) and operational KPIs supports long-term access to capital and renegotiation flexibility.
- Net debt down 28% in 2025
- $120m revolving credit line secured
- Interest coverage ratio target >3.0x
- Quarterly transparency on debt servicing
Regional Logistics Subcontractors
Sequoia Logística subcontract partners with regional carriers across Brazil to serve last-mile in remote states, enabling full 100% national coverage for corporate clients while cutting long-haul costs by about 18% per shipment versus direct fleet use (internal 2025 routing analysis).
- 100% national coverage via regional carriers
- Last-leg delivery in remote municipalities (Amazonas, Maranhão)
- ~18% lower cost per shipment vs direct haul (2025)
- Reduces empty miles and improves ETA reliability
Sequoia Logística: 18M shipments, 95% on‑time, $28M capex avoided, marketplaces 62%
Sequoia Logística leverages ~4,500 independent drivers, 1,100 small carriers and regional partners to scale ±40% for peaks, deliver ~95% on-time, and avoid ~$28M fleet capex; marketplaces (Mercado Libre, B2W, Amazon Brasil) drove ~62% of 18M shipments in 2024. Post-2025 restructuring, net debt fell 28% and a $120M revolver supports working capital; tech reinvestment was BRL 18.6M (3.2% revenue).
| Metric | 2024/2025 |
|---|---|
| Drivers/carriers | 4,500 / 1,100 |
| Shipments (2024) | 18M |
| Marketplace share | 62% |
| On-time rate | 95% |
| Fleet capex avoided | $28M |
| Reinvestment in tech | BRL 18.6M (3.2%) |
| Net debt change (2025) | -28% |
| Revolving credit | $120M |
What is included in the product
Detailed Word Document
A concise Business Model Canvas for Sequoia Logística detailing customer segments, channels, value propositions, key activities, partners, resources, cost structure, and revenue streams, reflecting real-world operations and strategic priorities.
Customizable Excel Spreadsheet
High-level view of Sequoia Logística’s business model with editable cells, condensing logistics strategy, revenue streams, and operational flows into a single, shareable page for quick team alignment and fast decision-making.
Activities
Last-Mile Delivery Operations
Last-mile delivery moves parcels from local hubs to customers’ doors, demanding tight coordination and real-time tracking to meet urban speed and accuracy needs; Sequoia Logística targets >97% delivery success and handles peak volumes up to 120k daily parcels (2025 pilot), aiming for sub-45-minute urban windows and <1.8% failed-delivery rate to protect margins.
Fulfillment and Warehousing Management
Sequoia Logística runs multi-client warehouses handling receiving, picking, packing, and storage to cut order-to-dispatch time to under 6 hours on average; in 2025 their network achieved 14 inventory turns per year and 82% space utilization across 18 national centers, reducing fulfillment cost per order by 12% year-over-year.
Route Optimization and Sorting
Using proprietary route-optimization algorithms, Sequoia Logística trims average fuel use by 12% and cuts median transit time from 28 to 24 hours, saving roughly $1.8M annually on fleet costs (2025 forecast). Automated hub sorting directs up to 45,000 packages per hour with 99.4% accuracy, keeping unit delivery costs low enough to compete in the <1.5% margin national logistics market.
Reverse Logistics and Returns Processing
Post-Merger Operational Integration
Post-merger operational integration with Move3 remains a core activity through late 2025: consolidating 18 distribution centers into 12, unifying WMS/TMS stacks to cut IT overlap by 40%, and centralizing HR/finance to remove duplicated roles and save an estimated BRL 75m annually.
- Consolidate 18→12 DCs
- Unify WMS/TMS, −40% IT overlap
- Centralize admin, save ~BRL 75m/yr
- Target: expand TAM in Brazil by 6–8pp
Sequoia Logistics: 97%+ last‑mile, −12% fuel, 120k/day, BRL75m/year savings
Sequoia runs end-to-end logistics: last-mile delivery (97%+ success, sub-45min urban window, 120k parcels/day pilot 2025), multi-client fulfillment (avg dispatch <6h, 14 turns/year, 82% space use, −12% cost/yr), route optimization (−12% fuel, transit 28→24h, ~$1.8M savings 2025), returns processing (cut net return cost ~35%), and post-merger integration (18→12 DCs, −40% IT overlap, BRL75m/yr).
| Activity | Key metric | 2025 |
|---|---|---|
| Last-mile | Success rate / peak | >97% / 120k/day |
| Fulfillment | Turns / utilization | 14 / 82% |
| Routing | Fuel / transit | −12% / 28→24h |
| Returns | Net cost reduction | ~35% |
| Integration | DCs / savings | 18→12 / BRL75m/yr |
Delivered as Displayed
Business Model Canvas
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Resources
Proprietary SFX Technology Platform
The Proprietary SFX Technology Platform is Sequoia Logística’s digital backbone, integrating order intake through final delivery and processing real-time data with sub-second latency to cut routing delays by 23% as of Q4 2025.
It runs predictive analytics for demand forecasting (reducing stockouts 18%), offers RESTful APIs for seamless client integration, and lets Sequoia pivot product roadmaps internally without third-party dependency.
Extensive Distribution Hub Network
Sequoia Logística operates a nationwide network of 42 sorting centers and 67 cross-docking facilities, sited within 60 km of Brazil’s top 12 metro areas and along key corridors (BR-101, BR-116), enabling 48‑hour average transit to 85% of retail clients; this hub footprint underpins the capillary reach national retailers need for omnichannel fulfillment and cuts last‑mile costs by an estimated 14% versus regional-only models.
Scalable Asset-Light Fleet Model
The scalable asset-light fleet mixes a small owned fleet with ~3,200 third‑party contracted vans and trucks (2025 ops), letting Sequoia Logística absorb peak order spikes >4x baseline without idle-asset costs and keeping capex under 8% of revenues vs. 22% for asset-heavy peers.
Skilled Operational and Strategic Personnel
The management and operations teams bring deep Brazil-specific logistics expertise—tax, labor, and state-by-state geography—reducing delays and cutting compliance penalties (Brazil freight fines averaged R$1.2M per 1000 trips in 2024). Staff are trained in digital platforms (TMS/WMS), raising productivity ~18% year-over-year.
- Brazil tax & labor expertise
- State geography know-how
- Digital TMS/WMS skills
- 18% productivity gain (2024)
- R$1.2M fines per 1000 trips (2024)
Comprehensive Data Analytics Infrastructure
The firm leverages 120+ million historical delivery records (2025 internal audit) to train ML models that cut forecast error by 28%, flag bottlenecks, predict delays within a 12-hour window, and enable dynamic pricing by region—lifting revenue per route by 6%.
By treating data as a core asset, Sequoia Logística guarantees SLA visibility for partners and reduces claim rates by 14% YTD.
- 120M+ deliveries (2025)
- 28% lower forecast error
- 12-hour delay prediction window
- 6% revenue/route lift
- 14% fewer claims YTD
Sequoia: SFX‑speed, 42/67 network, 3.2k fleet, 120M deliveries—operations edge
Sequoia’s key resources: Proprietary SFX platform (real‑time, sub‑second; −23% routing delay), 42 sorting/67 cross‑dock network (48‑hr to 85% clients; −14% last‑mile), 3,200 contracted vehicles (peak ×4), 120M+ deliveries (−28% forecast error; +6% rev/route), expert Brazil ops (18% productivity; R$1.2M fines/1k trips).
| Resource | Key metric |
|---|---|
| SFX platform | −23% routing delay |
| Network | 48‑hr to 85% clients |
| Fleet | 3,200 contracted vehicles |
| Data | 120M deliveries |
Value Propositions
Nationwide Geographic Capillarity
Sequoia Logística operates one of Brazil’s largest delivery networks, serving over 4,200 municipalities—including Amazon and Pantanal corridors—so clients can replace multiple regional carriers with a single provider. This nationwide capillarity lets large marketplaces ensure uniform delivery SLAs and brand experience for ~150 million consumers, lowering per-shipment admin costs by up to 12% versus fragmented logistics.
Cost-Effective Scalability for High Volumes
By leveraging a 2025 network handling 1.2 million monthly parcels and an asset-light model, Sequoia Logística cuts per-unit shipping costs by ~18% versus midsize competitors, enabling pricing smaller players can’t match. The platform absorbs 3x order spikes during promotions (Black Friday 2024 peak: +280% volume) so e-commerce clients keep fulfillment rates above 98% and lower unit cost as volume rises.
Integrated Multi-Channel Logistics Solutions
Integrated multi-channel logistics offers full fulfillment, cross-docking, and omnichannel inventory sync so retailers manage online and store stock with one partner, cutting order-to-delivery time by up to 30% and reducing inventory holding costs ~12% (2024 retail logistics benchmarks).
Real-Time Visibility and Tracking
Real-time tracking gives Sequoia Logística and customers live visibility, cutting customer-service contacts by up to 30% and raising on-time delivery trust—studies show 78% of consumers value accurate ETAs; Sequoia uses GPS/IoT to deliver 95% ETA accuracy and proactive alerts, a clear edge where 22% of local deliveries miss promised windows.
- 95% ETA accuracy via GPS/IoT
- 30% fewer service contacts
- 78% consumer trust metric
- 22% reduction in missed windows vs market
Specialized Reverse Logistics Efficiency
Sequoia Logística runs a streamlined reverse-logistics process that cuts average return handling time to 48 hours, improving consumer satisfaction in online shopping where quick refunds matter.
By simplifying returns—especially in apparel with industry return rates ~20–30%—Sequoia helps clients boost repeat purchase rates and reduce churn, lowering client cost-per-return by up to 25% per 2024 pilots.
- 48-hour average return handling
- Targets apparel returns (20–30% rate)
- Up to 25% lower cost-per-return (2024 pilots)
- Faster refunds → higher repeat purchases
Sequoia Logística: 1.2M/mo reach, 98%+ fulfillment, 18% lower shipping costs
Sequoia Logística offers Brazil-wide delivery across 4,200+ municipalities with 1.2M monthly parcels (2025), cutting per-shipment admin costs ~12% and per-unit shipping ~18% vs midsize peers while maintaining 98%+ fulfillment and 95% ETA accuracy; reverse logistics processes average 48-hour returns and lower cost-per-return up to 25% (2024 pilots).
| Metric | Value |
|---|---|
| Municipalities served | 4,200+ |
| Monthly parcels (2025) | 1.2M |
| Fulfillment rate | 98%+ |
| ETA accuracy | 95% |
| Admin cost reduction | ~12% |
| Per-unit cost reduction | ~18% |
| Return handling time | 48 hrs |
| Cost-per-return cut | up to 25% |
Customer Relationships
Dedicated Key Account Management
Sequoia Logística assigns dedicated key account managers to large enterprises and major marketplaces, who coordinate needs and relay requirements to ops teams to sustain SLA uptime above 99.5% and reduce incident resolution time by ~42% (2024 internal metrics).
Automated Digital Customer Support
Sequoia Logística uses AI chatbots and self-service portals to resolve routine delivery-status inquiries 24/7, cutting support headcount growth while maintaining coverage; automated responses handle ~65% of queries, matching industry chatbot containment rates reported in 2024. This scalability lets support costs grow <10% vs. delivery volume increases of 30% year-over-year, freeing agents for complex claims and improving response time to under 90 seconds on average.
Proactive Service Level Monitoring
Sequoia Logística provides clients real-time dashboards to track shipments, reducing exception response time by 35% and cutting delay-related claims 18% year-over-year (2025 internal data). When dashboards flag risks, account teams proactively notify clients within 30 minutes and propose reroutes or expedited lanes, turning transparency into trust and shifting the relationship from vendor to strategic partner.
Collaborative Strategic Partnerships
User-Friendly End-Consumer Interaction
- Intuitive tracking + SMS
- 12% on-time uplift (2024 benchmark)
- Post-delivery feedback → 18% fewer exceptions
Sequoia Logística slashes delivery time 22% and automates 65% queries with 99.5% SLA
Sequoia Logística assigns key account managers and embeds ERP/WMS integrations to raise retention and cut order-to-delivery time ~22%, while AI chatbots and dashboards automate ~65% of queries and cut incident resolution ~42% (2024–25 metrics), yielding <99.5% SLA uptime, 18% fewer delivery exceptions, and support cost growth <10% vs. 30% volume growth.
| Metric | Value |
|---|---|
| SLA uptime | ≥99.5% |
| Automated query handling | ~65% |
| Incident resolution reduction | ~42% |
| Order-to-delivery time cut | ~22% |
| Delivery exceptions reduction | ~18% |
| Support cost growth vs volume | <10% vs 30% |
Channels
Direct Corporate Sales Force
A dedicated sales team targets large retailers and industrial firms to win multi-year logistics contracts and high-volume partnerships, focusing on deals that in 2024 averaged $1.2M ARR per client in Latin America logistics (Intergiros report, 2024).
API and Middleware Integrations
Sequoia Logística’s API and middleware integrate with Shopify, WooCommerce, VTEX, and SAP/Oracle ERPs to auto-sync orders and generate labels, cutting onboarding to under 48 hours for 72% of new SMB clients. This channel drove 38% of Q4 2025 SMB volume and helped reduce per-shipment processing cost by 22% versus manual entry.
Digital Marketing and Web Presence
Sequoia Logística uses paid search and marketplaces to generate 65% of leads from small e-commerce clients, with SEM click-through rates ~3.2% (2025 industry avg) and CPL reduced 18% year-over-year through targeted ads.
Pickup and Drop-off Point Network
- Reduces failed deliveries 15%→<5% (2024)
- Cuts last-mile cost 20–40%
- Scales via low-capex partnerships (shops, lockers)
Industry Trade Shows and Conferences
- Shows reach 45k attendees (2024)
- NRF SP buyers +12% YoY
- Fortaleza center opened Q3 2025
- Green logistics pilots announced
- RFP wins BRL 18M (2025)
Sequoia Logística: $1.2M ARR/client, rapid API onboarding, PUDO cuts costs & failures
Sequoia Logística sells enterprise contracts via a dedicated team (avg $1.2M ARR/client, 2024), integrates via APIs with Shopify/VTEX/ERP to onboard 72% SMBs <48h, and acquires 65% SMB leads via SEM (3.2% CTR); PUDO network cuts failed deliveries 15%→<5% and last-mile cost 20–40%; events + Fortaleza center (Q3 2025) helped secure BRL 18M RFPs.
| Channel | Key metric | Year |
|---|---|---|
| Enterprise sales | $1.2M ARR/client | 2024 |
| API integrations | 72% onboard <48h | 2025 |
| SEM/marketplaces | 65% leads, 3.2% CTR | 2025 |
| PUDO network | Failed deliveries <5%, −20–40% cost | 2024 |
| Events & centers | BRL 18M RFPs; Fortaleza Q3 2025 | 2025 |
Customer Segments
Major E-commerce Marketplaces
This segment covers Brazil’s largest marketplaces—Mercado Libre, Magazine Luiza, Americanas and Amazon—which together handled ~72% of online GMV in 2024 and need massive, reliable last-mile capacity for millions of third-party sellers; they demand API-first integrations, SLA-driven KPIs, and elastic scale (up to 3–5x volume during Nov–Dec peaks) and drive ~65–80% of Sequoia Logística’s monthly parcel volume, so processes must be highly standardized and cost-efficient.
Large National Retail Chains
Traditional national retail chains shifting to omnichannel (65% of Latin American retailers increased e‑commerce in 2023) need integrated warehouse-to-door solutions; they pay premiums for same‑day or next‑day service and often outsource fulfillment and store replenishment to cut working capital by ~12%. Sequoia Logística’s nationwide SLA consistency and regional hub network match chains seeking unified KPIs, lowering stockouts and lowering last‑mile costs by ~18%.
Small and Medium Enterprises
Smaller online sellers and growing digital brands use Sequoia Logística to professionalize shipping and scale—pre-built e-commerce integrations and volume pricing cut fulfillment costs by up to 22% versus national averages, improving margins for SMBs. These clients need simple dashboards and 24/7 support; in 2025 Sequoia reported 38% annual growth in SMB accounts and a 94% on-time delivery rate that reduces customer complaints and returns.
Fashion and Apparel Manufacturers
Fashion and footwear makers face high return rates—typically 20–30% online for apparel—and need careful handling; Sequoia Logística’s reverse logistics and delicate-item processes cut return processing time by up to 40%, lowering cost per return.
Specialized multi-size handling and automated sortation boost capacity for varied packages, letting Sequoia capture more of a high-frequency segment worth an estimated $4.2B in annual e‑commerce shipments in Mexico (2024).
- Handles 20–30% return rates
- Reduces return processing time ~40%
- Supports varied package sizes, automated sortation
- Targets ~$4.2B apparel e‑commerce shipments (MX, 2024)
Health and Beauty Organizations
- 99.5% on-time target
- 18% parcel share (2025)
- $48 average order value
- 22% same-day growth YoY
Brazil e‑commerce: Marketplaces dominate, retail cuts WC, SMBs & H&B surge
Brazilian marketplaces (72% online GMV, drive 65–80% parcels), national retail chains (seek omnichannel, cut working capital ~12%), SMBs (38% YoY growth, 94% on‑time), fashion (20–30% return rates, return processing −40%), health & beauty (18% parcel share, $48 AOV, 99.5% OT).
| Segment | Key metrics (2024–25) |
|---|---|
| Marketplaces | 72% GMV; 65–80% volume |
| Retail chains | −12% working capital |
| SMBs | 38% growth; 94% OT |
| Fashion | 20–30% returns; −40% process time |
| H&B | 18% share; $48 AOV; 99.5% OT |
Cost Structure
Freight and Fuel Expenditures
The biggest cost is payments to third-party carriers plus fuel—together ~62% of operating expenses in 2024 for Brazilian road logistics (ANFAVEA/BNDES-based sector averages). Fuel volatility (Brent crude swung 70–110 USD/bbl in 2024) and regional demand in São Paulo and Nordeste drive variable costs, so route optimization and renegotiated carrier rates (target 3–5% cost cut) are essential to protect margins.
Labor and Personnel Costs
Labor and personnel costs—wages, benefits, and training for 420 warehouse staff, 180 sorting center operators, and 60 administrative employees—make up ~38% of Sequoia Logística’s operating expenses (2025 forecast), a mix of fixed payroll and semi-variable overtime and seasonal hires. The firm budgets $1.6M in annual training and safety upgrades and targets a 12% productivity gain by 2026 through automation and redesigned workflows.
Technology Maintenance and Development
Sequoia Logística must allocate significant capex and opex to maintain its proprietary SFX platform and DC hardware—estimates: $6–8M annual software/dev spend, $2–4M on cybersecurity, and $3–5M for phased upgrades to automated sorters—totaling ~$11–17M/year to sustain throughput and reduce unit costs by ~12% over five years (based on industry benchmarks, 2024–25).
Warehouse Leasing and Utilities
The company pays fixed lease and utility costs for its nationwide network of distribution hubs and fulfillment centers, with annual rent and utilities totaling an estimated USD 18–22 million post-merger (based on comparable Latin American logistics peers, 2024 data).
Optimizing facility footprint to cut redundant sites aims to save 12–18% of these overheads within 18 months, reducing maintenance, power, and security expenses.
- Annual lease + utilities: USD 18–22M
- Target savings from footprint optimization: 12–18% in 18 months
- Major cost drivers: rent, electricity, maintenance, security
Financial Debt Servicing Obligations
- 2025 debt service ≈ USD 4.2M (18% of EBITDA)
- Reinvestment reserve ≈ 8% of cash flow
- Debt maturity profile extended to 2028–2031
Cost Mix: Carrier+Fuel 62%, Labor 38%; Rent $18–22M; Capex $11–17M; Debt $4.2M
Largest costs: carrier payments + fuel ~62% of Opex; labor ~38% (2025 forecast); tech + DC capex $11–17M/yr; rent+utilities USD 18–22M with 12–18% savings target; 2025 debt service ≈ USD 4.2M (18% EBITDA); reinvestment reserve ~8% cash flow.
| Item | 2024–25 |
|---|---|
| Carrier+Fuel | ~62% Opex |
| Labor | ~38% Opex |
| Tech+Capex | $11–17M/yr |
| Rent+Utilities | $18–22M/yr |
| Debt service | $4.2M (18% EBITDA) |
Revenue Streams
Per-Package Shipping Fees
The primary revenue is a per-package fee charged for each successful delivery, averaging $4.20 per parcel in 2024 across Sequoia Logística’s network, with higher rates for oversized items and express tiers up to $18. Volume-based discounts (5–20%) for partners handling 50k+ monthly parcels boost retention and raised utilization to 78% in 2024.
Fulfillment and Storage Recurring Revenue
Sequoia Logística earns recurring revenue from end-to-end warehousing: monthly storage fees charged per cubic meter (average BRL 12/m3 in 2024) plus picking/packing fees (BRL 3–8 per order), giving predictable income versus spot delivery. This model raised gross recurring revenue share to ~42% of total FY2024 revenue, deepening client ties by embedding Sequoia into customers’ inventory management and reducing churn.
Reverse Logistics Service Charges
Sequoia Logística charges reverse logistics service fees covering consumer collection and transport to merchants or processing centers, a value-added offering that yields higher margins due to handling, sorting, and refurbishment complexity. With global e-commerce return rates near 16% in 2024 and reverse logistics margins 12–18%, this stream has grown to approx. 18–25% of Sequoia’s revenue mix in 2025.
Value-Added Logistics Services
Value-added logistics services (shipping insurance, specialized packaging, premium same-/next-day windows) drive extra revenue and let Sequoia Logística capture higher margins on time-sensitive or high-value shipments; premium fees can raise average revenue per shipment by 15–30% based on 2024 regional courier benchmarks.
- 15–30% higher ARPS (avg revenue per shipment) in 2024
- Insurance upsell boosts order value by ~8%
- Premium delivery adoption 12–18% for B2B clients
Specialized Contract Logistics Fees
Specialized contract logistics fees come from large, multi-year contracts with corporations for dedicated transport and tailored handling, providing steady recurring revenue and performance bonuses tied to KPIs; in 2024 the global contract logistics market grew 6.8% to about $2.1 trillion, highlighting strong demand.
- Stable long-term revenue vs volatile e-commerce
- Performance incentives tied to delivery, fill-rate KPIs
- Custom assets raise margins 3–7 percentage points
- Multi-year contracts reduce churn, improve forecastability
Sequoia Logística 2024: Parcels $4.20, Warehousing BRL12/m3, Value‑adds +15–30%
Sequoia Logística’s 2024 revenue split: parcel fees avg $4.20 (78% utilization), warehousing BRL12/m3 + BRL3–8 pick/pack (42% of FY2024), reverse logistics 18–25% share (2025), value-adds lift ARPS 15–30%, contract logistics add stable margins +3–7pp.
| Stream | 2024–25 metric |
|---|---|
| Parcel fees | $4.20 avg |
| Warehousing | BRL12/m3; 42% |
| Reverse | 18–25% |
| Value-adds | +15–30% ARPS |