The logistics industry (in the UK at least) is in utter turmoil. I have about 10k ecommerce merchants using our platform and I hear these points on a daily basis.
Speaking to a few logistics and delivery providers recently they tell me the cost of delivering this service has tripled in the past three years. However this hasn't been passed onto the merchant / customer, this industry is living in an artificial bubble and I predict its going to pop. The truth is the price has gone down as companies such as Yodell have arrived to disrupt the space with rock bottom prices (and rock bottom service), this puts huge pressure onto the other providers who are dropping services at a rate of knots.
Its not an easy thing to fix, especially as there are so many interconnected services and companies.