Comment / Supply chain radar: is XPO's acquisition hunt toast?

With the DSV-Panalpina deal not dead, just, umm, sleeping, it could be time for XPO Logistics to wake up.

The $7.3bn-market-cap US freight heavyweight has had a share price nightmare since short-sellers published a report in December casting doubt (hotly disputed) on its financial reporting and M&A strategy.

XPO’s share price, which had already been heading south from a September high of $114, nose-dived almost overnight to $44.50. They closed last week around $57 and the class-action lawyers are circling.

But before the ...