Comment / Market Insight: Product vs sales – then vertical M&A is 'the $1 trillion question'

I recently exchanged views on the freight forwarding business with Red Yellow Horse (RYH), a galloping executive at a top 20 global logistics services provider. A gifted pro – as it joyfully emerged through a pleasantly vibrant 46 minute  conversation – RYH shed light on a number of industry aspects, crucially including the growing tension that exists in logistics when walking the “product” vs “sales” tightrope.

Our chat took place at the end of January, shortly before the SF Holding takeover ...