Transcript
Transcript

Convoy – Digital Freight Disruption – 11 September 2019

  • Public Equity
  • Industrials
  • North America

Specialist

Former Executive at Convoy Inc

Agenda

  • Industry trends driving digital freight matching (DFM) companies, including disruptive technologies
  • TAM and SWOT analysis – Convoy vs Uber Freight (NYSE: UBER) vs Transfix
  • Convoy's comparative advantages – driver retention rates and other key metrics
  • Impact on traditional third-party logistics companies (3PLs) such as CH Robinson and XPO Logistics, as well as their abilities to compete and innovate
  • Outlook, including market share distribution between DFM and traditional 3PLs

Questions

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