Comment / The Amazon 'gorilla' – GXO Logistics CEO shares insight with Premium

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“Good afternoon, Gavin,” GXO’s comms chief said as we began a post-earnings call interview with chief executive Patrick Kelleher (pictured below).

“It’s been a slow week in supply chain news. Nothing has happened – nothing at all happened on Monday! I’m joking, right?”

Exactly.

He was referring, of course, to the unveiling of Amazon Supply Chain Services at the start of the week, which prompted a -17.7% drop in GXO’s share price on Monday (more under ’GXO’ on DeskOne), and despite the company ...

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