Specialist
Former divisional CEO , DHL Express
Agenda
- 2019 delivery services demand trends
- Competitive positioning and pricing pressures
- The impact Amazon's logistics independence has on legacy players and third-party logistics
- Future opportunities and outlook for the industry
Questions
1.
Can you highlight some of the key trends, both macroeconomic and industry-specific, impacting the parcel and logistics industry and what we should be paying attention to as investors?
2.
We’ve seen a little bit of a slowing with the trade situation with China. What would be the impact of the continuation of the trade war that we’ve seen develop? I think in March, tariffs are potentially moving from 10 to 25% on USD 200bn worth of goods. What would be the readthrough impact for some of the parcel carriers? On top of that, China is a huge, long-term growth market; between FedEx and UPS, who do you see making the investment there and starting to have that solid footprint?
3.
Can you give a competitive analysis of FedEx, and their strengths and weaknesses. Then maybe touch on the TNT Express acquisition?
4.
Now looking at UPS can you give your thoughts on current positioning, and strengths and weaknesses?
5.
What’s your take on Amazon’s ability to steal market share in general? What’s keeping FedEx and UPS up at night when they’re looking at Amazon? Long term, do you see Amazon ever getting to that scale?
6.
How serious is the labour shortage and how do you see that developing? What are you seeing from new trends in technology and robotics to support the labour shortage? As we see capacity constraint in certain areas of the supply chain, do you start to look at warehousing as one of the more attractive businesses? Three parts, starting with labour shortage?
7.
Are there any additional major overarching topics that you think are important to highlight or that need further research?
