XPO Logistics

Supply chain radar: CH Robinson opens a crucial earnings season next week

A crucial earnings season begins next week for the companies on our radar.
As global supply chains are challenged by regionalisation and vertical integration of services and digitisation, among other exogenous factors, the fundamentals of most asset-light firms are a delicate margins-vs-volumes balancing act. Meanwhile, the container shipping companies and integrated logistics providers are, respectively, in transition mode and in a state of flux.
The spotlight next week, 29 January, will fall …

https://theloadstar.co.uk/supply-chain-radar-ch-robinson-opens-a-crucial-earnings-season-next-week/

US deliveries hit by delays as record imports spark west coast port congestion

US importers are bracing themselves for more delays in the coming weeks, as congestion at the major west coast container gateways worsens, exacerbated by shortages of container chassis and rail cars.
“We’re seeing unprecedented levels of cargo,” said Mario Cordero, executive director of Port of Long Beach. And a spokesperson for the port of Los Angeles added: “We have seen particularly heavy volumes in recent months, warehouse space is at a premium …

The post US deliveries hit by delays as...

https://theloadstar.co.uk/us-deliveries-hit-by-delays-as-record-imports-spark-west-coast-port-congestion/

Against the odds: Put UPS and FedEx in your basket

Against the odds comes in two forms: a column, on merit when warranted, and a monthly excel calculator, which is updated around the beginning of each calendar month. It challenges common sell-side wisdom in financial markets that the future often has better events in store than the past. The vast majority of consensus estimates from analysts, often modelled against a company’s guidance, are a case in point.
In a typical bearish fashion, …

The post Against the odds: Put UPS and FedEx in your...

https://theloadstar.co.uk/against-the-odds-new-year-no-change/

Analysis: supply chain slowdown could turn into a horror movie for the star players

“The only way around is through” – Robert Frost
A global recession could be just around the corner, we have often been warned in the past nine and a half years – so should we begin preparing for a worst-case scenario to transpire as soon as 2019?
Equally, how should we prepare for a supply chain meltdown if worldwide trades slow materially and margins come under more pressure?
Horror movie
The odds are short …

The post Analysis: supply chain slowdown could turn into a horror movie for the star...

https://theloadstar.co.uk/analysis-supply-chain-slowdown-turn-horror-movie-star-players/

Market Insight: as hungry XPO eyes takeover targets, Ryder comes into view

From hungry hunter to possible prey – if the price is right: the corporate story of US-based XPO Logistics has no equal in logistics.
Led by a star executive, Brad Jacobs, the firm has so many capital allocation cards to play, that despite a stated mission of pursuing large acquisitions, it could well end up opting to invest top dollar in organic growth measures all the way through to the end of …

The post Market Insight: as hungry XPO eyes takeover targets, Ryder comes into view appeared first...

https://theloadstar.co.uk/market-insight-hungry-xpo-eyes-takeover-targets-ryder-comes-view/

Market Insight – DHL Global Forwarding back with a bang: could an IPO be its next move?

(Note for the reader: DGF in this story refers to both freight and forwarding activities, which report separately but are under the same division)
Trying to predict the unpredictable is a fools’ mission, but some signs do not pass unnoticed – and in the case of DHL Global Forwarding, that’s 237m signs.
In less than 16 months, under the stewardship of ex-Kuehne + Nagel air freight head Tim Scharwath, the tide has …

The post Market Insight – DHL Global Forwarding back with a bang: could an IPO be...

https://theloadstar.co.uk/market-insight-dhl-global-forwarding-back-bang-ipo-next-move/

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