DHL: Online shopper trends report 2024
DHL Group surveyed 12,000 shoppers across 24 countries to provide all of us “with valuable ...
FDX: UP UP AND AWAYRXO: COYOTE DEAL TAILWINDDSV: NEW REFI DEALR: WEAKENING AMZN: LIFESTYLE BATTLEKNIN: EXPANDED NETWORK OF CROSS-DECK FACILITIESKNIN: HEALTHCARE VERTICAL FOCUSBA: CHINA FILLIPFDX: TOP PERFORMER FDX: BIG UPSIDE FROM FREIGHT SPIN-OFFUPS: FEDEX READ-ACROSSAMZN: RIVIAN BOOSTTSLA: BULL CALLODFL: DOWNGRADEDHL: ONLINE SHOPPER TRENDSFDX: OPTIONS SOUGHT FOR FEDEX FREIGHT
FDX: UP UP AND AWAYRXO: COYOTE DEAL TAILWINDDSV: NEW REFI DEALR: WEAKENING AMZN: LIFESTYLE BATTLEKNIN: EXPANDED NETWORK OF CROSS-DECK FACILITIESKNIN: HEALTHCARE VERTICAL FOCUSBA: CHINA FILLIPFDX: TOP PERFORMER FDX: BIG UPSIDE FROM FREIGHT SPIN-OFFUPS: FEDEX READ-ACROSSAMZN: RIVIAN BOOSTTSLA: BULL CALLODFL: DOWNGRADEDHL: ONLINE SHOPPER TRENDSFDX: OPTIONS SOUGHT FOR FEDEX FREIGHT
In its June 2024 update, DHL Global Forwarding says that “pick up in demand has taken the market by surprise, leading to a shortage of containers and capacity”.
Moreover:
– “Containership diversions to the Cape route remove another 7% of the total capacity.”
– “Despite a record increase in nominal capacity from new deliveries, effective demand currently exceeds it.”
– “Container shortage has worsened in many Asian locations, with all new boxes fully booked until August.”
– “Capacity shortage could last through usual peak season until October.”
The full report can be downloaded here.
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