Spotlight on 'DHL vs DSV' in the painful ESG race
Feeling hopeful is not enough
© Artur Szczybylo
We are pleased to share the supporting material to a DP DHL event held on Tuesday and headed: “dbAccess Virtual Business Services, Leisure and Transport Conference”.
Alongside several key financial metrics already disclosed earlier this months, other relevant topics follow:
– B2B recovery continuing across full DHL logistics spectrum
– E-commerce volumes plateauing on elevated levels
– Cost inflation constantly addressed through yield & contract management
– Sustainability is integral along all dimensions
– ESG targets fully integrated into new proposed management remuneration
Specifically, as far as its operating units are concerned:
– DHL Express: growth mostly driven by higher weight, as expected
– E-commerce is a profitable growth driver for DHL Express
– DHL Global Forwarding, Freight (DGFF): continued tight markets vs sustained GDP growth
– DGFF: emerging new rivals do not pose imminent risk of disruption
– DHL Supply Chain offering attractive strategic solutions across the whole supply chain
– DHL eCommerce Solutions: also showing B2C on sustainably higher levels
– Post & Parcel Germany: structural mix shift remains the key topic
The full presentation can be downloaded here.
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