DP-DHL Archives - The Loadstar

Aesop’s grape-hungry fox has a lesson for DHL’s dealmakers

Alessandro Pasetti — Tue, 05 Nov 2024 12:32:10 +0000

If you have followed our DeskOne live coverage of the conference call that followed the Q3 24 release of DHL Group’s results today, you may well be aware that headline group numbers were, as expected, broadly in line with preliminary figures released last week.
A couple of substantial add-ons…
… however follow, for your perusal: air freight performance in DHL Global Forwarding (GF) was disappointing in terms of gross profit (GP) per unit, ...

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DHL: Ocean freight market update (November 2024)

LoadstarEditorial — Fri, 01 Nov 2024 13:37:38 +0000

This week, DHL Group released its monthly update concerning ocean freight trends.
The full update can be downloaded here.

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DHL: Ocean freight market update (October 2024)

LoadstarEditorial — Thu, 10 Oct 2024 14:37:35 +0000

DHL recently released its monthly ‘Ocean freight market update’ for October… the full report can be downloaded here.
Now you may also be interested in DHL’s “Logistics Trend Radar”… here.

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DHL, Mærsk, Kuehne & DSV – tears & rain, hope & faith

Alessandro Pasetti — Tue, 08 Oct 2024 11:17:01 +0000

Following the excitement of last week’s updates from DSV on its €14.3bn Schenker purchase, related funding and narrowed 2024 guidance, our focus has soon enough shifted to the Q3 24 earnings of the main actors in transport and logistics (T&L).
Reporting season opens stateside next Tuesday, 15 October, with intermodal and land services provider JB Hunt, which as usual will take the pulse of T&L investors – however, saying little about ...

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M&A landscape: nothing chunky to buy, lots to break up

Alessandro Pasetti — Tue, 01 Oct 2024 11:31:56 +0000

Waiting for the integration of Schenker to start by mid-2025, the €14.3bn DSV takeover still subject to various approvals, crucially including tomorrow’s vote by Deutsche Bahn’s supervisory board, it’s quite depressing to think about the next major M&A in forwarding. And logistics, more broadly.
Given ‘DSV Schenker risk’ for the combined entity’s direct rivals, let’s go with a handy recap starting from the two apparent losers from Switzerland and Germany.
“In any ...

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SCD: DHL Supply Chain trims Pennsylvania warehouse network

LoadstarEditorial — Fri, 27 Sep 2024 05:33:29 +0000

SUPPLY CHAIN DIVE reports:
DHL Supply Chain is shuttering a facility in Elizabethtown, Pennsylvania, according to a Worker Adjustment and Retraining Notification (WARN) notice emailed to Supply Chain Dive.
The closure will impact 268 employees, with layoffs slated to start Nov. 10, per the WARN notice. Affected employees include general managers, fulfillment specialists and operations supervisors.
“DHL Supply Chain was recently informed of a decision by one of our customers to restructure its ...

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DHL – ‘strategy diamond’ takes out complexity. Any shareholder value?

Alessandro Pasetti — Tue, 24 Sep 2024 12:30:26 +0000

Let’s start from the Q&A session with the equity analysts at the DHL Group’s ‘Strategy 2030’ event held in Frankfurt today (24 September) to get a feeling for how it went.
Covered live by DeskOne (a snapshot is below, click to expand it; more here)…
… the main topics spanned*:
– How confident are you guys of hitting mid-term targets?
– How on earth, in forwarding, can you hit conversion ratio targets to 2030 ...

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DHL Group to accelerate sustainable growth with new Strategy 2030

LoadstarEditorial — Mon, 23 Sep 2024 18:34:03 +0000

DHL Group to accelerate sustainable growth with new Strategy 2030
– DHL Group strives to grow revenue by 50% until 2030 through divisional and dedicated Group growth initiatives
– Group growth initiatives target markets and industry sectors with growth significantly above global GDP
– DHL Group reinforces its commitment to decarbonization and integrates sustainability into its existing strategic “three bottom lines” framework as a fourth strategic bottom line
– CEO Tobias Meyer: “Strategy ...

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‘DHL Logistics Trend Radar 7.0’

LoadstarEditorial — Tue, 03 Sep 2024 09:15:26 +0000

“The relevance of AI for the logistics industry has expanded significantly, as reflected in this edition, which highlights five prominent trends,” DHL reports.
The full details can be found here.

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Another chapter of Toll Group’s legacy – distressed NZ Logistics up for grabs

Alessandro Pasetti — Mon, 02 Sep 2024 11:40:58 +0000

One of our supporters, recently commenting on a great piece of work by our Mr Joy on Team Global Express (TGE), warned about what could come next:
“We await the release of the NZ Logistics Holdings results, formerly Toll NZ & also owned by [Team Global Express owner] Allegro, shortly to complete the full view of the horror-show.”
Sadly…
Those remarks proved accurate.
The portfolio includes entities outlined in the screen grab below ...

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