Comment / Ceva + Wincanton – mind the vertical integration gap

Photo 1937572 © Walter Graneri | Dreamstime.com

“The earth is slippery, slick” is an ancient Aztec saying which some have taken to describe how reality is in constant flux, that no sooner do you think you understand something than the world changes again and the understanding no longer holds.

Just as I thought I had a grip on contract logistics, where a new breed of company – the pure-play contract logistics operator (PPCLO) – appeared to have evolved, than they begin disappearing.

Rewind

In late 2022 GXO, the largest PPCLO ...