14 days ago
CNBC Jul 24, 2026

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

Logistics companies like UPS, FedEx, DHL, and C.H. Robinson are rapidly expanding their cold storage and temperature-controlled facilities to meet the soaring demand in healthcare shipments, especially for sensitive biologics and medications such as GLP-1 weight loss drugs. These drugs, including Novo Nordisk’s Ozempic and Eli Lilly’s Mounjaro, require refrigerated transport and precise handling to maintain efficacy. The Covid-19 pandemic highlighted the importance of healthcare logistics, leading to significant investments, such as UPS’s recent $48 million commitment to its temperature-controlled infrastructure.

Healthcare has become a key growth area for these logistics giants, with UPS reporting its first $3 billion healthcare revenue quarter in early 2026 and FedEx nearly hitting $10 billion in healthcare transportation revenue for fiscal 2026. These companies emphasize the need for specialized services encompassing end-to-end control, visibility, and reliability in the supply chain to handle complex, high-stakes shipments. FedEx, for example, recently launched a dedicated life sciences organization to develop tailored solutions for pharmaceutical customers, leveraging proprietary technologies including machine learning to optimize delivery and monitor product conditions.

The complexity of the pharmaceutical supply chain is intensifying, driven by the rise of short shelf-life drugs and growing use of therapies requiring specialty handling across multiple temperature zones. C.H. Robinson has seen accelerated growth in healthcare logistics revenue, largely propelled by GLP-1 medications, and notes that refrigerated supply capacity remains constrained amid increasing demand. Meanwhile, DHL is investing heavily in health logistics and employing advanced AI tools to track temperature-sensitive shipments, as well as operating a global pharmaceutical air corridor to streamline regulatory compliance and ensure reliable delivery.

With the rapid expansion of specialized medications and the critical need for precise temperature management, logistics providers are heavily investing to scale their infrastructure and technology to meet healthcare’s stringent requirements. This sector represents one of the fastest-growing and highest-value segments in logistics, prompting companies to innovate their supply chains, collaborate closely with pharmaceutical firms, and build resilient, agile networks that guarantee timely delivery and maintain product integrity across global markets.

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