Just over three years ago, the growth of Black Friday didn’t make much difference to JSL. , the company was not exposed to the world of e-commerce. It is a scenario that is beginning to change. For this November, the logistics company projects growth above the average in online sales recorded for the date.
Estimates from industry consultancies indicate an increase of between 14.7% and 17% in digital purchases during , while JSL projects a 30% increase in operations related to e-commerce in the period, compared to the previous months of the year. “Black Friday is a catalyst that boosts 20% to 30% of this market. We are increasingly involved in this business, so we ended up surfing the wave”, says the CEO of JSL, Ramon Alcaraz.
Until the acquisition of FSJ Logística, in 2023, JSL’s exposure to the growth of e-commerce in Brazil was more indirect, explains Alcaraz. Although the company benefited from the demand for logistics in the chain from manufacturing to supplying retailers, it did not directly operate online retail sales.
“This is the importance of M&A. It was through the purchase of FSJ, a new company, very focused on this industry, that we opened this door”, he states. The example of Black Friday is emblematic: during the month of November, the number of trips made by the company should increase from 550 to 765, with a projection of traveling around 1.8 million kilometers. The main routes are concentrated in the Northeast and Southeast regions.
An event like Balck Friday, however, still does not have a significant impact on JSL’s results, which it had in the third quarter. “E-commerce is increasingly becoming something important within the group, but it is not yet such a significant share that Black Friday completely changes the game, whether in volume or results”, says Alcaraz.
Storage
Another arm with exposure to digital retail at JSL, TPC, dedicated to internal logistics and storage, also estimates operational growth of 30% in November. The advance against Black Friday in 2024 should reach 160%, driven by the volume of items processed in the fashion and clothing segments, with a greater concentration in the Southeast. In the last mile — the delivery stage closest to the end customer — the company operates under the Fadel brand.
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On Black Friday this year, the company operates the logistics area of the Guarulhos loading warehouse, managing all imported products. “This need came precisely in November 2024, where there was a high increase in imported products, precisely because of the event”, says the CEO.
Within all arms of JSL’s operations involving e-commerce, the company already does business with the main names in the sector, such as Mercado Livre, Amazon and Shopee.
“As JSL started doing business with some e-commerce clients, Fadel started doing business with this industry”, says Alcaraz. “TPC, specialized in the storage area and Fadel, specialized in last mile. With FSJ we hitch a ride middle mile. The JSL group entered the e-commerce industry and has ridden this wave of growth.”
