I wouldn't be so sure about that, but I tried to look up some numbers and couldn't find any for the capacity planning of last mile delivery. 10 kWH per day is about the average electricity use per home in the Netherlands, so the aggregated impact will definitely be huge. Especially as more an more homes are switching to electric heating and cooking (until recently pretty much all homes here used natural gas). So household electricity consumption will take a huge leap in the coming decade(s), and I would think this will also affect last mile.

Also take into account standard home chargers here are 16A@230V=3.7kW, but 3 phase chargers that can do 3x16A, 10kW are gaining popularity. Only if the chargers remain 'dumb' and all start pulling max current when everyone gets home at dinner time that will be an issue here for sure