Comment / Analysis: Turbocharged GXO defies law of gravity

The management team at GXO Logistics pulled out all the stops in a Q2 22 call with analysts this week to cement the investment case for the contract logistics firm they so willingly lead.

Evidence sought

Four highly optimistic executives were united and mostly convincing, when several unknowns had to be unravelled. Trying to explain why GXO’s proposition is so unique, CEO Malcolm Wilson (his opening remarks are below) emphasised “the benefits of being a standalone pure-play contract logistics company are self-evident.”

A ...