The document discusses the future of big box home delivery. It notes that the industry is fragmented with many small providers and in-house operations controlling 75% of the market. Margins are low due to limited scale, low barriers to entry, and lack of differentiation. A national home delivery service integrator is proposed as a solution to bring scale, reduce costs through volume consolidation, and transform the industry. The integrator could provide benefits to retailers and consumers through improved service quality and cost savings. Key challenges to establishing an integrator include the capabilities and assets required and achieving sufficient market share through industry consolidation.