Kuehne + Nagel restructure – 'Paul was the one with the guts to do it'
Bulls vs bears = new dawn
Many moons ago I worked on a relatively complex white paper for a research house in the UK.
I was asked to screen global logistics services providers and determine who the winner was for the year, based on a slew of financial metrics, including, but not limited to: operating margins; growth rates; capex needs; return on assets/equity; and other productivity-related figures.
What I found in 2015, I think, was straightforward: Seattle-based Expeditors (EXPD), with its organic growth penchant, and M&A-hungry DSV from ...
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Comment on this article
boris franchomme
February 26, 2024 at 3:25 pmThat EBIT per employee indicator is somewhat misleading for KN; as the company still has a sizeable CL (contract logistics) division, which by nature requires a larger headcount (blue collar) to generate GP / EBIT than let’ s say traditional forwarding business. Expeditors has practically NO contract logistics business per se so all of its headcount is directly related to air/sea/customs operations
Alessandro Pasetti
February 26, 2024 at 3:27 pmDifferent product mix (CHB for EXPD instead of CL) is very clearly stated in the piece, thanks Boris.