Digital disruptions in transport and logistics
Transport & Logistics is a traditional "white-knuckle fight" market, but heading for a massive changes caused by the digital transformation of retail.
The post was published on LinkedIn:
I wrote this post after reading in Børsen - a leading danish financial news media - that DSV had intents to acquire additional companies in South America. DSV will probably in the near future will be successful in its endeavour - being fairly big, fairly cash-capable and effective in its post-acquisition integration strategy (called FIFO).
But it made me think about the end game in transport and logistics and what will happen as retail transforms to e-tail. I believe the future lies with the ones that own the last mile in distribution and the ones operating fine logistics for the e-tailers, and I expect a booming market for that within a few years.