Expeditors

Forwarders require rapid response in fast moving market

Large US forwarders fared better in 2024 than their European counterparts in what remains a fast-moving and unpredictable market with unresolved major conflicts and new trading obstacles posing fresh challenges.

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https://container-news.com/forwarders-require-rapid-response-in-fast-moving-market/

Market Insight: Foaming liquid lunch – ‘MSC + JAS’ vs ‘Mærsk + Expeditors’

It’s both physically and mentally draining to be simultaneously on multiple platforms talking about how the vertical logistics revolution might look in five months’ time, let alone in five years…
Guys, lunch is reaaadyyyy 
Supply chain, once the neglected kid of all industries despite being the pin linking all industries, now enjoys its moment of glory in corporate affairs – under the spotlight is the classic deal-making revenge series and chats and …

The post Market Insight: Foaming liquid...

https://theloadstar.com/market-insight-foaming-liquid-lunch-msc-jas-vs-maersk-expeditors/

Analysis: DSV – flipping coins after 150 days of extravagance

Let’s get the DSV coin rolling with a bit of worthwhile background before deciding whether a heads or tails strategy works best for the Danish forwarder.
Two weeks ago
Tarek Sultan, Kuwait’s Agility CEO and vice chairman, said in the prepared remarks contained in the new group’s interims that for the current Agility – hence excluding Agility Global Integrated Logistics (GIL) – shareholders “we believe our best days lie ahead.”
He added, following …

The post Analysis: DSV – flipping coins after...

https://theloadstar.com/analysis-dsv-flipping-coins-after-150-days-of-extravagance/

Amid air and ocean freight boom, Expeditors sees no capacity relief

 The quarterly earnings statement of Expeditors International is straightforward about the squeeze in the supply chain and the fact that it isn’t ending anytime soon.

“Currently, we do not foresee any meaningful improvements to the operating environment over at least the remainder of the year, as the global infrastructure for moving freight seems nearly stretched to its limit,” Jeffrey Musser, president and CEO of Expeditors (NASDAQ: EXPD), said in the statement announcing the company’s...

https://www.freightwaves.com/news/amid-air-and-ocean-freight-boom-expeditors-sees-no-capacity-relief

Supply chain radar: Rail payouts rock as logistics disappoints income hunters

We covered in detail at the end of last year the unimpressive lack of growth in income streams for two different, albeit sizeable, 3PLs in the US – illustrious CH Robinson and Expeditors.
After such a robust 2020 for them as well as all things logistics, actually, after a few bumps on the road in Q2 ’20; with the most prominent players we’ve so far been left with a bittersweet taste …

The post Supply chain radar: Rail payouts rock as logistics disappoints income hunters appeared first on The...

https://theloadstar.com/supply-chain-radar-rail-payouts-rock-as-logistics-disappoints-income-hunters/

Against the odds: Takeover target Expeditors defies the doom-mongers (again)

Investors in Expeditors International will have done well to ignore broker advice over the past few years.
The US West Coast forwarder – currently trading close to an all-time high of $94 –  has been a “SELL” for most analysts for the past three years, yet its stock rarely dips below the consensus target price ($91.3). Meanwhile, stamping on it a fair value above $70, according to Premium calculations, still requires some creative thinking.
The stock …

The post Against the odds: Takeover target...

https://theloadstar.com/against-the-odds-takeover-target-expeditors-defies-the-doom-mongers-again/

Supply chain radar: Expect a Q1 ’21 booster for K+N, DSV, Expeditors at al

That the fourth quarter (Q4 ’20) was a boon for the ocean freight trade, everybody knew. If anything, less bullish headlines may come from air freight action, after a Q4 ’20 that could be remembered as the quarter preceding the Q1 ’21 booster.
Here’s why.
Niceeeee Filliiip
Take the numbers released in April last year by Kuehne + Nagel (K+N), the major ocean freight forwarder worldwide, for the first quarter (Q1 ’20).
Earnings per …

The post Supply chain radar: Expect a Q1 ’21 booster for K+N,...

https://theloadstar.com/supply-chain-radar-expect-a-q1-21-booster-for-kn-dsv-expeditors-at-al/

Market insight: Cashing in on logistics woes – a win-win for the C-suite

In private conversations about job market pay in logistics, and what to expect for 2021, a pattern of substantial income inequality has emerged, recently substantiated by ad-hoc announcements, often under the radar and not widely advertised by some of the major supply chain actors.
And while workforce rationalisation is still quietly happening in places – don’t mention DSV Panalpina (DSV PAN) anymore, “we are likely done for some time, say to …

The post Market insight: Cashing in on logistics...

https://theloadstar.com/market-insight-cashing-in-on-logistics-woes-a-win-win-for-the-c-suite/

Analysis: CH Robinson & Expeditors – where the lack of growth really bites

‘If you didn’t notice, it didn’t happen’ my beloved grandma used to repeat in her late days – particularly when grandpa, as you might imagine a key stakeholder in their wonderful old-school marriage, wasn’t around.
Similarities 
But the very fact that, in recent weeks two major, rather different (by T&L product) US-based 3PLs similarly (and quietly) didn’t make any interim dividend increases – one of those events never widely advertised with joy …

The post Analysis: CH Robinson & Expeditors –...

https://theloadstar.com/analysis-ch-robinson-expeditors-where-the-lack-of-growth-really-bites/

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