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FDX - Global logistics company FedEx was another top contributor for the year, driven by strong performance in the first half of the year. FedEx benefitted from strong pricing power in the face of rising inflation that improved earnings vs. low expectations. Effective cost control at the Ground business helped the company beat guidance in the first half, and margins increased even with weak overall revenues. In the last two weeks of the year, FedEx’s share price was punished after F2Q23 results disappointed, driven by revenue and earnings weakness at Express. The company revised revenue guidance down from flat for the fiscal year to down low single-digits. However, Ground and Freight both had strong quarters, and FedEx continued to buy back discounted shares. The Ground business comprises the majority of our appraisal value for FedEx, with Freight and Express comprising smaller but equal values. We added to our position in the fourth quarter after the price declined, and our appraisal remained steady.

LTL Carriers, big changes could be on the horizon... FedEx's potential divestment of its FedEx Freight division could significantly impact the LTL carrier industry. This move is part of FedEx's strategy to streamline operations and achieve a $4 billion cost-savings target by fiscal year 2025. Key Impacts on the LTL Carrier Industry: --Potential Spinoff or Sale: Introducing a major new LTL carrier to the public market could reshape competition and expand investment options in the sector. --Increased Focus on Parcel Delivery: By divesting its freight business, FedEx can sharpen its focus on parcel delivery services, potentially enhancing efficiency and profitability, and influencing the broader market. --Unlocking Shareholder Value: The divestment could boost shareholder value, with stock price projections between $310-$408 per share, highlighting the high value of FedEx Freight as an independent entity. --Attractive Acquisition Target: Despite its size, FedEx Freight's strong financial health and market position could make it an appealing target for major LTL carriers looking to expand. --Increased Investor Interest: A spinoff could ignite investor enthusiasm in the LTL sector, offering a new investment avenue amidst recent strong performance and potentially driving up industry-wide valuations and stock prices. FedEx's strategic review of its freight division could have far-reaching implications for the LTL carrier industry. #logistics #supplychain #fedex

TalkFreight.ai: Words Move Freight New Post: FedEx Considers Divesting LTL Freight Business for Strategic Growth - https://lnkd.in/eyS6BcBi As a 25-year veteran in the logistics industry, I find the recent developments at FedEx quite intriguing and potentially transformative for the sector. FedEx is exploring the divestment of its LTL freight business, a move that could significantly alter its operational landscape. This strategic analysis aims to unlock greater shareholder value by focusing more on its core parcel and logistics segments, which have been the mainstay of its business. FedEx Freight has been one of the company’s most profitable segments, boasting operating margins of 20% over the past two years, compared to 11.8% for Ground and just 2% for Express…

What will be particularly interesting thru 2024 and midterm next 6-8 quarters with “post-pandemic era market adjustments” will be evaluating which direct carriers and broker/3rd party firms made smart opex and capex reductions (including capacity) that improve efficiencies relative to markets, without materially impeding their revenue and market share growth capability, VS. cost reductions more intent on bolstering short term monthly/quarterly reporting and investor expectations. ✅ As I often remind my peers focused on ground trucking transportation, pro rata timeline cycles and budgets for #airtransport #aircargo (assets, labor, training, permitting/certification, etc.) are generally significantly more protracted and convoluted, which complicates such strategic #transportationmanagement and #forecasting decisions, particularly upscaling vs. downscaling. ✅ The fact that air solutions are also “tip of the spear” and a key component of #express #expeditedshipping sector, and thus more volatile in terms of variability in on-demand and scheduled market demand, simply exacerbates those challenges: something I regularly reminded my management peers at XPO and RXO during key finance and executive/board calls.

We are now a quarter into the year, and what a quarter it has been! Today, we release our interim financial report for Q1 2024, wrapping up a strong start to 2024 in line with expectations and with market share gains across all divisions. Over the first quarter, there have been several important developments across DSV - Global Transport and Logistics. We have completed a smooth transition of leadership and have a great team in place to take us forward and execute on our commercial efforts. We have also made good progress on the implementation of our strategy: While M&A remains at the core of our strategy, we are reinforcing our organic sustainable growth ambitions, with a greater emphasis on developing our global network and strengthening our offerings to customers across industry verticals. I have been very impressed by how our teams have performed to start the year and believe that we have laid a strong foundation to outperform the market and deliver on our long-term strategic objectives. #financialresults #transport #logistics

As we bid farewell to another remarkable year, Cargomax Services takes pride in being your trusted logistics partner, ensuring a seamless transition into the new chapter ahead. 🌐🚚✨ These final days of the year are a testament to our commitment to excellence, efficiency, and reliability in every shipment. 🌍Global Connectivity in Every Package: In these closing moments of 2023, our global reach connects you with the world. Whether it's business essentials or personal sentiments, we ensure your packages traverse borders with precision and care. 📦Efficiency Defined: Trust us to orchestrate the logistics intricacies of year-end shipments. From optimized routes to real-time tracking, we ensure your goods reach their destinations with the speed and accuracy befitting the close of the year. 🔗Strategic Planning for the Year Ahead: As we approach the new year, Cargomax Services becomes your partner in strategic logistics planning. From supply chain optimization to innovative solutions, we lay the groundwork for a successful and efficient start to 2024. Join us in these significant days where logistics isn't just a service; it's the conduit for a smooth transition into a promising new year. Choose us for a finale that reflects the excellence and reliability we bring to every shipment. 🎉📈 #YearEndLogistics #EfficiencyInMotion #NewYearSuccess

Is FedEx Changing Gears? I thought I would revisit Max Garland’s article going back about a year ago on FedEx embracing Network 2.0 during 2023. The initiative will allow FedEx to save billions of dollars by merging pick-up and delivery operations across the 2 separate Express and Ground operating companies. The focus during 2023 was to merge operations in the smallest markets and then move to larger markets, which will be more difficult to merge as larger groups of Express employees would be negatively impacted by the merger in larger markets. Most industry analysts and internet pundits assumed that the lower cost Ground contractor model would take over express pickup and delivery operations across the country. However, FedEx suggested back in 2023 that would not necessarily be the case per this quote from Fred Smith Jr. “Alaska is a major strategic market for the Express company, as you know, with us having a big hub there, so our scale lended itself to [Last Mile Optimization] actually going in reverse in that market”, Express President and CEO Richard Smith noted in a June 2022 investors meeting. Additionally, FedEx CEO Raj Subramaniam just recently confirmed that the company is still on track to officially take over Express and Ground pickup/delivery operations under the FedEx brand this summer. FedEx is already removing the Express name from current FedEx Express equipment and trucks. FedEx removed the Ground part of FedEx Ground logo years ago. Publicly available information on the subject is also suggesting that the merger of Express and Ground has been a challenge for FedEx. I joined FedEx Express in 1980 and served across various aircraft and delivery/pickup operations early on in my career. In 2000, I served on the team that introduced the rebranded RPS as FedEx Ground. Based on this experience, I can tell you that the two operational parts of FedEx Express and FedEx Ground are very different and that merging the two separate entities as a single pickup and delivery company is a monumental task. Do not be surprised to see FedEx change gears and retain the current Express employee model in many markets when the assumption has been that Ground would take over all pickup and delivery in most markets. Operating two separate pickup and delivery models, but not in the same markets, will save some money but be problematic. FedEx is still trying to figure out the direction and merger of the two pickup and delivery models, which is a good thing as they need to protect service standards for Express, and will delay the Ground and Express integration as needed to do just that. #FedEx #fedexground #ups #usps #ecommerce #amazon Ian Kerr Perry Lavergne

𝐀𝐮𝐭𝐨𝐦𝐨𝐭𝐢𝐯𝐞 𝐋𝐨𝐠𝐢𝐬𝐭𝐢𝐜𝐬: 𝐊𝐞𝐲 𝐭𝐨 𝐚 𝐒𝐞𝐚𝐦𝐥𝐞𝐬𝐬 𝐓𝐫𝐚𝐧𝐬𝐩𝐨𝐫𝐭𝐚𝐭𝐢𝐨𝐧 𝐍𝐞𝐭𝐰𝐨𝐫𝐤 #Automotive #Logistics Market Size Was Valued at USD 298.21 Billion in 2023 and is Projected to Reach USD 574.14 Billion by 2032, Growing at a CAGR of 7.55 % From 2024-2032. 𝐃𝐨𝐰𝐧𝐥𝐨𝐚𝐝 𝐒𝐚𝐦𝐩𝐥𝐞 𝐏𝐚𝐠𝐞𝐬:🎯 https://lnkd.in/dNBHxv-K #Automotive #logistics involves the planning, coordination, and management of the transportation, storage, and distribution of vehicles, parts, and components throughout the automotive supply chain, from manufacturing plants to dealerships or end customers. Automotive logistics is a crucial aspect of the automotive industry, encompassing transportation, storage, and distribution processes. It plays a vital role in supply chain management, supporting production by ensuring timely delivery of raw materials, components, and parts to production facilities. It also supports the distribution of finished vehicles from manufacturing plants to dealerships or end customers, coordinating vehicle transport, storage, and delivery using various modes of transportation. Inventory management is also crucial, implementing tracking systems, optimizing storage space, and replenishing stock to meet customer demand while minimizing excess inventory and associated costs. 𝐊𝐞𝐲 𝐈𝐧𝐝𝐮𝐬𝐭𝐫𝐲 𝐃𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭𝐬  In July 2023, Penske Truck Leasing announced it had recently completed the acquisitions of Star Truck Rentals, Inc., a transportation services company offering full-service leasing, and commercial truck rental, The acquisition of Star Truck Rentals, Inc. increases Penske's existing fleet by approximately 1,900 vehicles and adds 18 locations throughout Michigan and Indiana. The acquisition of Kris-Way Truck Leasing, Inc. increases Penske's existing fleet by approximately 900 vehicles and adds seven locations throughout Maine and New Hampshire. 𝐊𝐞𝐲𝐏𝐥𝐚𝐲𝐞𝐫𝐬: UPS Supply Chain Solutions Penske Logistics XPO FedEx C.H. Robinson Expeditors #AutomotiveLogistics #SupplyChain #LogisticsInnovation #Transportation #MobilitySolutions #SupplyChainManagement #AutomotiveIndustry

Nestled at the intersection of precision and efficiency, Cargomax Services emerges as more than just a logistics company – it's a strategic partner in the intricate dance of global trade. Every shipment entrusted to us becomes a testament to our unwavering commitment to excellence. From meticulous planning to on-time deliveries, we orchestrate each element with a level of precision that goes beyond logistics – it's an art form. As your logistics partner, we redefine the landscape, turning challenges into opportunities, and ensuring every step in the supply chain is a celebration of our dedication to seamless connectivity. Join us in this voyage where logistics isn't just a service but a strategic pathway to success. Cargomax Services – where precision meets motion, and every delivery becomes a milestone in the seamless journey of global connectivity.