Comment / As demand builds, Prologis talks of 'major 3PLs engaging in a greater way'

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There’s plenty of useful bits and pieces drawing from Prologis management’s feedback during the Q&A session with equity analysts held yesterday after the release of solid Q2 25 figures.

Let’s look.

First off

CFO Tim Arndt in prepared remarks immediately stressed how to think about the current landscape:

“If we were to sum up the mindset of many of our customers, particularly our largest ones, we’d say that they are increasingly looking past the headlines and what has been an evolution of their thinking ...