DSV sparks rethink on freight software – but AI may pose the real challenge
When DSV revealed it was developing its own technology platform and moving away from CargoWise, ...
EXPD: QUOTE OF THE WEEKVW: MASSIVE JOB CUTSFDXF: FIRST TRADING UPDATE EXPD: MORE BULLISH THAN BEARISHFWRD: HUNTING FOR VALUEFDX: CAPITAL STRUCTURE ADJUSTMENTPLD: DOWN SHE GOESPLD: REIT DEAL-MAKINGFDX: HOLDING UPVW: BIG DIVESTMENTAMZN: AI INVESTMENTMAERSK: ANOTHER UPGRADE GXO: CONTRACT RENEWALFDX: SELL-SIDE REACTION TO INTERIMS
EXPD: QUOTE OF THE WEEKVW: MASSIVE JOB CUTSFDXF: FIRST TRADING UPDATE EXPD: MORE BULLISH THAN BEARISHFWRD: HUNTING FOR VALUEFDX: CAPITAL STRUCTURE ADJUSTMENTPLD: DOWN SHE GOESPLD: REIT DEAL-MAKINGFDX: HOLDING UPVW: BIG DIVESTMENTAMZN: AI INVESTMENTMAERSK: ANOTHER UPGRADE GXO: CONTRACT RENEWALFDX: SELL-SIDE REACTION TO INTERIMS
A review and analysis of the some of the largest freight forwarding mergers and acquisition of the past couple of years – chiefly XPO’s $6bn spend on Con-way and Norbert Dentressangle; DSV’s $1.35bn purchase of UTi Worldwide and Echo Global Logistics’ $420m takeover of Command Transportation. All three buyers represent some of the most aggressive corporate growth stories in the business, but the long-term health of the companies is very often determined by the way the integration process is executed.
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