Comment / 'Demand surcharge' disclosure sinks DHL

ID 89111161 © Denis Moskvinov | Dreamstime.com

This is far from your usual Premium take on any interims.

In fact, a lengthy 75-minute conference call between equity analysts and DHL Group CFO Melanie Kreis was a lot more gripping than I thought it would be for one aspect other than Q2 24 numbers released today, 1 August.

(Yet expected to impact full-year numbers, read on.)

Enter* a so-called “demand surcharge”.

(*And click to expand the table above to feel the pain in the pricing matrix with regard to shipped goods with ...