Supply chain radar: 'Cyclically insensitive' – Maersk, XPO, Expeditors & DHL
Nice and sound.
Morgan Stanley analysts believe Amazon’s decision to buy Whole Foods was less about developing a grocery business, or a play for warehouse space, but rather the rollout of its omnichannel strategy. If that is the case, these analysts think it could spell boom time for truckload carriers such as XPO, at the expense of legacy carriers like FedEx and UPS. According to this piece from Benzinga, Morgan Stanley sees “new pockets of growth opportunities upstream [closer to suppliers and warehouses] as non-Amazon/Wal-Mart Stores supply chain logistics providers rise in importance, and downstream with the emergence of a new class of last-mile delivery providers,” the firm said.