Supermarkets in the UK attach little yellow discount stickers to products that are about to go out of date in a bid to earn something, anything, from the product before it has to be discarded.
I like to check the before and after prices to make sure the reductions really are good deals (often they...
https://theloadstar.com/ma-radar-bargain-hunting-with-ups-supply-chain-solutions/
It has been an eventful week so let’s kill it with a swift tour of the rumour mill on a sunny, happy Friday that couldn’t be sunnier and happier and colder down here.
First things first.
With Tobias Meyer named as the new Deutsche Post DHL Group CEO from May 2023, the reign of Frank Appel comes to...
https://theloadstar.com/market-insight-dhl-db-schenker-dsv-maersk-cma-cgm-rumour-mill-tour/
The worst nightmare of a brilliant CFO who talked to me well before Covid-19, behind close doors four years ago – when still so many referred to the freight forwarders as the smart ones in the chain – has become reality.
“They own the assets”
And that mere thought, you could tell from his eyes and body language, sent shivers down his spine as his company’s margins – yes those of a …
The post Market Insight: Goodbye sea forwarders, says carefree Mærsk (but we can sell you air!) appeared first on T...
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/
I almost – damn it, damn it, damn it! – reached my final ‘M&A destination’ yesterday, having thought and mused and talked relentlessly about the BDP International takeover for about 15 hours, until late evening…
… when some rather colourful remarks were shared, internally at Premium, by yours truly – given that it was all so strangely quiet for a classic forwarder/3PL + forwarder/3PL deal… about happen, according to sources.
“Someone said it’s …
The post Against the odds: No rat traps sprung as...
https://theloadstar.com/against-the-odds-no-rat-traps-sprung-as-bdp-sale-saga-ends-with-psa-biting/
There has been lots on Premium‘s (logistics) plate since last Friday.
From strongly rumoured interest by AP Møller-Mærsk (APMM) in Asian deal-making to Kuehne + Nagel initiating managerial changes, via Worldwide Flight Services affairs and the latest radio silence concerning CH Robinson + BDP International… as well as, take a breath… a slew of other side (Toll Group) chats that were unmissable for all supply chain Bengal baby tiggers like us.
Also …
The post Market Insight: Claw sharpening –...
https://theloadstar.com/market-insight-claw-sharpening-maersk-asia-ma-kn-ceo-and-more/
As the old saying goes, in life nothing is certain except death and taxes.
Then enter Ceva Logistics.
Serious business
Having sifted through the interim results of the CMA GCM group released last Friday, we can easily wonder if its 3PL arm Ceva, for which disclosure is minimal, is perhaps still doing too much business that it wouldn’t be doing if it were focused only on profitable accounts.
That’s implied in its ebit margin …
The post Against the odds: Of Ceva, taxes and death appeared first on T...
https://theloadstar.com/against-the-odds-of-ceva-taxes-and-death/
At least you cannot say we didn’t try hard enough.
Here it comes
Today’s news that CEO Detlef Trefzger (pictured below) is stepping down as CEO of Kuehne + Nagel (K+N) for “private reasons” shouldn’t shock anybody.
The wording of the release and its heading were peculiar, in that K+N “initiates top management changes” could mean this is just the beginning. So, the “who’s next?” game is officially on.
Background
It was December 2018 when …
The post Market insight: Kuehne + Nagel CEO’s legacy –...
https://theloadstar.com/market-insight-kuehne-nagel-ceos-legacy-good-fortune-for-one-good-chap/
One of the longest-serving names in UK shipping is set to disappear, as Geest Line yesterday announced it would be acquired by the world’s largest reefer shipping operator, Seatrade, in a 50:50 JV with Jamaican food specialist Jamaica Producers (JP).
The purchase sum was undisclosed, but in a filing to the Jamaica Stock Exchange, JP CEO Jeffrey Hall suggested the deal was part of its vertical integration strategy.
“This acquisition is a …
The post Seatrade and Jamaica Producers in joint-venture...
https://theloadstar.com/seatrade-and-jamaica-producers-in-joint-venture-to-take-over-geest-line/
This is part two of a comprehensive brainstorming with Mr Hidden Lead, a senior freight forwarding executive, who eagerly shared his valuable insight with Premium recently.
Part 1 of this conversation can be found here; what follows is based on the initial agenda shared in our previous post.
If you wish to talk to me and let Premium choose your nickname (pending your approval), please get in touch here or call me @ …
The post Market insight: Expect more ‘capability-driven M&A, not scale’ – Part 2
https://theloadstar.com/market-insight-expect-more-capability-driven-ma-not-scale-part-2/