GSCi

The world's largest collection of global supply chain intelligence

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  • Enhance the role of the market research department

Recent briefs by Thomas:

DSV has a surprisingly tough 2024


DSV had a less than exciting 2024, something it blames on the “challenging macroeconomic and geopolitical situation”.  Revenue did rise by 11% for the full year to DKK167,106m (US$23bn), and jump by 19.5% for the fourth quarter year-on-year but gross profit was up only 3.6% in fourth quarter year-on-year and down by 1.2% for the full year.

UPS reduces Amazon business to improve profits


The management of UPS is under pressure. The company released its fourth quarter results on Friday that saw revenue up 1.5% year-on-year at US$25.3bn and operating profit up 18.1% year-on-year at US$2.9bn, yet over the quarter the company took a number of policy decisions that will have a major effect on profits and growth in the short, and possibly, the long-term.

Knight-Swift sees slightly less tough trucking market


Things are still tough in the US trucking market although the full-truckload seems to be recovering slightly. Knight-Swift Transportation, which is one of the largest full-truckload carriers in the US as well as a substantial less-than-truckload carrier, saw its sales revenue fall 3.5% year-on-year in the fourth quarter, but its income broke-back into positive territory …

Prologis sees a spike in demand in fourth quarter


The logistics property company, Prologis is benefitting from a “boom” in demand in the US. Speaking to analysts after the release of Prologis’ annual results, the company’s management said that there had been “10 weeks of very solid decision making and unlocking previously stalled deals”.

OOCL sees growth in volumes and revenue


Container shipping lines are still making money. Overseas Container Line (OOCL), which is owned by Orient Overseas (International) Limited (OOIL) has issued its quarterly operational update for the fourth quarter of 2023 as well as data for the full year.

Trump eyes Panama Canal


Another week another policy statement from Donald Trump. The latest is the suggestion, alongside the merger of Canada into the US and the annexation of Greenland, that the US re-take control of the Panama Canal.

Nissan, Honda, Mitsubishi merger response to crisis


The news that Nissan, Honda and Mitsubishi are working on a merger is the latest drama in the metamorphosis of the automotive sector. Nissan, which has been one of the world’s largest vehicle manufacturers, has been tipped into a state of panic due to poor sales. It has grabbed at the possibility of merging with Honda as a possible solution to its problems.

Donald Trump, trade and logistics


There has been much noise about the US President-elect’s policy promises on trade. Donald Trump has been emphatic about his desire to impose tariffs on many of the US’ trading partners, making it a central element in his manifesto for the American economy.