Comment / On the wires: Global express/small parcels growth – all that glisters is not gold

Is Covid-19 a blessing in disguise for global express and small parcels trends?

Maybe. Maybe not.

Here is a short-worth-your-time update following the release of a well-crafted to-the-point “Global Express & Small Parcels Market Sizing 2020” report from Transport Intelligence, which tried to outline possible growth/deceleration outcomes around the world through a “Covid-19 impact analysis”.

Here are four charts that paint a rather different picture from the preliminary remarks from many observers and companies operating in the space. The substitute effect thanks to C-19?

Wishful ...