XPO – dear investor...
…keep the faith but mind the (closing) gap
Already struggling to find sufficient capacity, retailers are facing tighter and rising logistics costs as the B2B sector comes back to life.
Given the superior margins for logistics providers from B2B, retailers will have to hone alternative channels to deliver their goods to consumers.
In the US, industrial production has risen in recent months; after a 3.1% surge in March, it rose 0.4% in April, an increase that would have been higher if it had not been for the shortage in semiconductors ...
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