Global Contract Logistics 2018 Sample Report. June 2018

Transcription

1 Global Contract Logistics 2018 Sample Report June 2018

2 About Ti Ti s Origin and Development Ti is a leading logistics and supply chain market analysis company developed around five pillars of growth: Logistics Briefing Ti Market Research Reports Ti Insight portals Ti Consulting Ti Conferences and Training Ti acts as advisors to the World Economic Forum, World Bank, UN and European Commission and have 14 years worth of providing expert analysis to the worlds leading manufacturers, retailers, banks, consultancies, shipping lines and logistics providers. What Sets Ti Apart? Globally recognised and trusted brand Global Associate Network provides a multi-country, multidisciplinary and multi-lingual extension to Ti s in-house capabilities More than fourteen years of knowledge delivery to global manufacturers, retailers, banks, consultancies, shipping lines and logistics providers Unique web-based intelligence portals Interactive dashboard On-going and comprehensive programmes of primary and secondary research All rights reserved. No part of this publication may be reproduced in any material form including photocopying or storing it by electronic means without the written permission of the copyright owner, Transport Intelligence Limited. This report is based upon factual information obtained from a number of sources. Whilst every effort is made to ensure that the information is accurate, Transport Intelligence Limited accepts no responsibility for any loss or damage caused by reliance upon the information in this report.

3 Table of Contents 1.0 Key Findings 2.0 Macro Trends 2.1 Brexit Currency Tariff and Non-Tariff Barriers Brexit & Emerging Markets What Next? 2.2 NAFTA Why is it important for LSPs? NAFTA & the Automotive Supply Chain Logistics Provider Exposure 3.0 Technology Developments 3.1 Technology in The Supply Chain From Old to New 3.2 Artificial Intelligence in Logistics What does this mean for LSPs? 3.3 Autonomous Vehicles What does this mean for LSPs? 3.4 Warehouse Automation: Robotics by Professor John Manners-Bell The role of robots in the warehouse and their impact on the logistics industry Robotics in logistics What will be the future role of the LSP? 3.5 Blockchain Blockchain and data fragmentation in supply chain 4.0 Contract Logistics Vertical Sector Analysis 4.1 Global Contract Logistics Market Size by Vertical Sector Global Contract Logistics Market Size by Logistics Service 4.2 Manufacturing Manufacturing Contract Logistics Measures of growth Manufacturing contract logistics Manufacturing production growth and forecasts by sector 4.3 Retail Consumer & retail contract logistics Retail sales Consumer & retail contract logistics Retail sales growth by country Consumer & retail contract logistics Modern retailing in emerging markets Consumer & retail contract logistics retail and e- commerce forecasts 4.4 Sector Focus Retail Major change in UK Retail Supply Chains: Debenhams and Marks & Spencer Fast fashion by Professor John Manners-Bell Technology in bricks-and-mortar retail 5.0 Global Contract Logistics Market Sizing 5.1 Contract Logistics Penetration by Region 5.2 Global Contract Logistics Market Size & Forecast 5.3 Asia Pacific Contract Logistics Market Size & Forecast 5.4 Europe Contract Logistics Market Size & Forecast 5.5 Middle East & North Africa Contract Logistics Market Size & Forecast June 2018 Transport Intelligence 3

4 Table of Contents (Cont.) 5.6 North America Contract Logistics Market Size & Forecast 5.7 Russia, Caucasus and Central Asia Contract Logistics Market Size & Forecast 5.8 South America Contract Logistics Market Size & Forecast 5.9 Sub-Saharan Africa Contract Logistics Market Size and Forecast 6.0 Contract Logistics Providers 6.1 Global Top 10 Players and Market Shares Asia Pacific Top 10 Players and Market Shares Europe Top 10 Players and Market Shares North America Top 10 Players and Market Shares 6.2 Providers Agility CEVA DB Schenker DHL Supply Chain DSV Kuehne + Nagel Ryder System SNCF Logistics/GEODIS UPS Supply Chain XPO Yusen Logistics June 2018 Transport Intelligence 4

5 Table of Figures Figure 2.1 Brexit Scenarios Figure 2.2 Potential Impact of Brexit by Sector Figure 2.3 : Trade Weighted Exchange Rate Figure 2.4 Total Logistics Costs Figure 2.5 Brexit Trilemma Figure 2.6 US Trade Balance with NAFTA (6-month moving average) Figure 2.7 US automotive trade within and outside NAFTA Figure 2.8 Logistics Provider Exposure to NAFTA Automotive Manufacturing Figure 3.1 Information Exchange in Supply Chains Figure 3.2 Aquifi Fluid Vision Product Inspection System Figure 3.3 How Does Blockchain Work? Figure 3.4 OriginTrail and Provenance Case Study Figure 3.5 When Does Blockchain Make Sense? Figure 3.6 Data in the Supply Chain Figure 4.1 Global Contract Logistics Market Size by Vertical Sector Figure 4.2 Global Contract Logistics Market Size by Logistics Service Key Findings Figure 4.3 Manufacturing Production Growth by Country Figure 4.4 Manufacturing production growth by sector Figure 4.5 Real Contract Logistics Growth Forecasts by Sector Figure 4.6 Retail Contract Logistics Market Size Example 1 Figure 4.7 Retail Contract Logistics Market Size Example 2 Figure 4.8 Retail Sales Volume Growth 2017 Figure 4.9 Modern/Formal Retail Penetration by Country (2015 % of Sales) Figure 4.10 Real Contract Logistics Growth Forecasts by Sector Figure 4.11 CommonSense Robotics Figure 5.1 Contract logistics penetration rates by region Figure 5.2 Global Contract Logistics Market Growth Map Figure 5.3 Global contract logistics market size and real growth rates Figure 5.4 Global contract logistics market forecast 2022 Figure 5.5 Global contract logistics market size by region (2017) Figure 5.6 Global contract logistics market size by region (2022) Figure 5.7 Asia Pacific contract logistics market size and real growth rates Figure 5.8 Asia Pacific contract logistics market forecast 2022 Figure 5.9 Asia Pacific contract logistics market size by country (2017) Figure 5.10 Asia Pacific contract logistics market size by country (2022) Figure 5.11 Europe contract logistics market size and real growth rates Figure 5.12 Europe contract logistics market forecast 2022 Figure 5.13 Europe contract logistics market size by country (2017) Figure 5.14 Europe contract logistics market size by country (2022) Figure 5.15 Middle East & North Africa contract logistics market size and real growth rates Figure 5.16 Middle East & North Africa contract logistics market forecast 2022 Figure 5.17 Middle East & North Africa contract logistics market size by country (2017) Figure 5.18 Middle East & North Africa contract logistics market size by country (2022) Figure 5.19 North America contract logistics market size and real growth rates Figure 5.20 North America contract logistics market forecast 2022 June 2018 Transport Intelligence 5

6 Table of Figures (Cont.) Figure 5.21 North America contract logistics market size by country (2017) Figure 5.22 North America contract logistics market size by country (2022) Figure 5.23 Russia, Caucasus and Central Asia market size and real growth rates Figure 5.24 South America contract logistics market size and real growth rates Figure 5.25 South America contract logistics market forecast 2022 Figure 5.26 South America contract logistics market size by country (2017) Figure 5.27 South America contract logistics market size by country 2022 Figure 5.28 Sub-Saharan Africa contract logistics market size and real growth rates Figure 5.29 Sub-Saharan Africa contract logistics market forecast 2022 Figure 5.30 Sub-Saharan Africa contract logistics market size by country (2017) Figure 5.31 Sub-Saharan Africa contract logistics market size by country (2022) Figure 6.1 Top 10 Global Contract Logistics Providers by External Revenue 2017 ( m) Figure 6.2 Top 10 Asia Pacific Contract Logistics Providers by External Revenue 2017 ( m) Figure 6.3 Top 10 Europe Contract Logistics Providers by External Revenue 2017 ( m) Figure 6.4 Top 10 North America Contract Logistics Providers by External Revenue 2017 ( m) Figure 6.5 Agility regional operations Figure 6.6 Agility total revenues (KWDm) Figure 6.7 Agility revenue by geographic location (KWDm) Figure 6.8 Agility Revenue by business segment (KWDm) Figure 6.9 Agility Global Integrated Logistics Revenues (KWDm) Figure 6.10 CEVA Finances Total Figure 6.11 CEVA revenue by business segment % to total (2017) Figure 6.12 CEVA contract logistics finances Figure 6.13 CEVA revenues by industry sector % to total (2017) Figure 6.14 CEVA revenue by geographic location % to total (2017) Figure 6.15 Facilities added to CEVA network ( ) Figure 6.16 DB Schenker geographic presence Figure 6.17 DB Schenker Network Stats Figure 6.18 DB Schenker Logistics Finances: Total Figure 6.19 DB Schenker Logistics revenue by geographic region % to total (2017) Figure 6.20 DB Schenker Logistics Finances: Contract logistics Figure 6.21 DB Schenker Supply Chain Model Figure 6.22 DB Schenker platooning trial Figure 6.23 DHL Supply Chain overview by region (Q1 2018) Figure 6.24 DHL Supply Chain Global Network Figure 6.25 DHL Supply Chain background & EBIT growth history Figure 6.26 Revenue & EBIT margin growth Figure 6.27 Revenue by service % to total 2017 Figure 6.28 Revenue by vertical sector % to total 2017 Figure 6.29 Revenue by geographic region % to total 2017 Figure 6.30 Strategy 2020 DHL Supply Chain Progress Metrics June 2018 Transport Intelligence 6

7 Table of Figures (Cont.) Figure 6.31 Strategy 2020 DHL Supply Chain Nine Focus Areas Figure 6.32 Automation and digitalisation at DHL Supply Chain Figure 6.33 IoT heat maps Figure 6.34 IoT heat map use cases Figure 6.35 DSV geographic presence (2015) Figure 6.36 DSV total revenues (DKKm) Figure 6.37 DSV revenue by business segments % to total Figure 6.38 DSV Solutions revenue performance (DKKm) Figure 6.39 DSV Solutions Revenue by Geographic Region % to Total 2017 Figure 6.40 Facilities added to DSV network ( ) Figure 6.41 DSV Solutions footprint Europe Figure 6.42 DSV Solutions footprint Europe - Warehouse Space Figure 6.43 DSV Solutions footprint APAC Figure 6.44 DSV Solutions footprint APAC - warehouse space Figure 6.45 Kuehne + Nagel Finances: Total Group Figure 6.46 Kuehne + Nagel Finances: External Revenue by Business Segment % to Total (2017) Figure 6.47 Kuehne + Nagel Finances: Revenues by Geographic Region % to Total Figure 6.48 Kuehne + Nagel Finances: Contract Logistics Figure 6.49 Facilities added to Kuehne + Nagel Network ( ) Figure 6.50 Ryder Organisation Chart Figure 6.51 Ryder revenues and EBT Figure 6.52 Ryder revenue by vertical sector (2013) Figure 6.53 Ryder revenue by vertical sector (2017) Figure 6.54 Ryder revenue by customer type (2013) Figure 6.55 Ryder revenue by customer type (2017) Figure 6.56 SNCF Group Organisational Structure Figure 6.57 Geodis Footprint Figure 6.58 SNCF Logistics Finances: Total Figure 6.59 Geodis Finances: Total Figure 6.60 Marken Global Network Figure 6.61 UPS Finances: Total Figure 6.62 UPS Finances: Supply Chain and Freight Figure 6.63 UPS Network Figure 6.64 Selected XPO Logistics Acquisitions and Revenue Development Figure 6.65 XPO Logistics Global Footprint Figure 6.66 XPO Logistics Finances: Total Figure 6.67 XPO Logistics Finances: Logistics Figure 6.68 XPO Logistics Revenue by Vertical 2017 Figure 6.69 Yusen Logistics Bases of Operations by Region Figure 6.70 Revenue by Business Segment % to Total 2016 Figure 6.71 Revenue by Geographic Location % to Total 2016 Figure 6.72 Strategy and Investment by Region Figure 6.73 Financial and Operational Targets to 2025 Figure 6.74 Yusen Singapore Tuas Site Automated Transport System Figure 6.75 Yusen Singapore Tuas Automated Bulk Storage System Figure 6.76 Yusen Singapore Tuas Site Robotic Palletizing and De-Palletising Figure 6.77 Yusen Singapore Tuas Site Automated Link Bridge Figure 6.78 Yusen Singapore Tuas Site Robotic Order Picking June 2018 Transport Intelligence 7

8 Logistics Provider Exposure to NAFTA June 2018 Transport Intelligence 8

9 Global Contract Logistics 2017 Market Size Growth June 2018 Transport Intelligence 9

10 Global Top 10 Contract Logistics Providers and Market Shares DHL Supply Chain is the world's largest contract logistics provider. Ti estimates that it has a global market share of approximately X.X%, with its revenues being around three times greater than its nearest rival, XPO Logistics. Moreover, DHL Supply Chain is also by far the most 'global' of the contract logistics providers. It has market-leading positions in Europe and North America and is estimated to be the third-largest provider in Asia Pacific. Kuehne + Nagel, CEVA, UPS and DB Schenker Logistics can also claim to be global, to varying degrees. XPO Logistics, having acquired both Norbert Dentressangle and Con-way (Menlo Logistics) in 2015, is now a very large player in Europe and North America, ranking second and third respectively in these regions. However, it only has a small presence in Asia Pacific. Having acquired North American contract logistics provider OHL in 2015, Geodis now has a foothold in North America, alongside its core European business. The only providers in the top 10 overwhelmingly exposed to a single region are Hitachi (Asia Pacific), Nippon Express (Asia Pacific) and Ryder (North America). Cumulatively, the top 10 providers are estimated to represent X.X% of the global contract logistics market. Although the market remains highly fragmented, a number of high profile acquisitions have increased the degree of consolidation over the last couple of years. XPO, Geodis, FedEx, Japan Post, DSV, Kintetsu, Penske Logistics and Sinotrans have all completed significant deals since Note: 2017 revenues have been estimated by Transport Intelligence or sourced directly from company reports and accounts. Average exchange rates for 2017 have been used to convert to a common currency. Revenues here are estimates or actual figures of revenues from external customers only. For total revenues, refer to the report s Supplementary Material spreadsheet. The market share for each member of the top 10 is as follows: DHL Supply Chain (X.X%), XPO Logistics (X.X%), Kuehne + Nagel (X.X%), Hitachi Transport System (X.X%), CEVA (X.X%), Geodis (X.X%), Ryder (X.X%), UPS (X.X%), DB Schenker Logistics (X.X%) and Nippon Express (X.X%). June 2018 Transport Intelligence 10

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