Logistics 25 2024

Industry Overview - The logistics sector is showing signs of normalization after the post-pandemic boom, with cooling demand, falling volumes, and inflationary pressures impacting near-term revenue forecasts [20][21] - Despite short-term challenges, the 5-year forecasts for most brands have improved year-on-year, with revenues expected to rebound once demand picks up [21] - Freight rates remain near the bottom of the market compared to the immediate post-pandemic highs [21] Top Logistics Brands - UPS retains its position as the most valuable logistics brand for the 10th consecutive year, valued at USD34.6 billion, with a AAA- brand strength rating and a Brand Strength Index (BSI) score of 80.9 [22][24] - FedEx follows as the second most valuable logistics brand, with a brand value of USD28.6 billion, down 1% from the previous year [24] - DHL ranks third with a brand value of USD12.2 billion, driven by strategic investments in sustainability, digitalization, and e-commerce capabilities [26] - JR remains the strongest logistics brand with a AAA rating and a BSI score of 86.9, despite a 13% decline in brand value to USD11.9 billion [23][27] - JINGDONG Logistics (JD Logistics) is the second strongest brand, with a brand value of USD3.5 billion, up 1%, and a BSI score of 85.2 [27] Brand Value Growth - CPKC experiences the largest brand value growth by percentage, surging 28% to USD2.7 billion, driven by its newly integrated North American network [29] - DoorDash sees a 14% increase in brand value to USD4.3 billion, climbing six ranks to become the 12th most valuable logistics brand [29] - dpd records a 10% growth in brand value to USD3 billion, supported by innovative sustainability measures such as its "Green Hub" in London [32] Sustainability Perceptions - UPS holds the highest Sustainability Perceptions Value at USD3 billion and the highest positive gap value of USD224 million, reflecting its strong sustainability efforts [34][36] - UPS aims to have 28.8% of its ground operations running on alternative fuels and has planted 34.2 million trees as part of its goal to plant 50 million trees by 2030 [36] - dpd's "Green Hub" in London, designed to be diesel-free, handles up to 80,000 parcels daily using 500 electric delivery vans and solar panels for renewable energy [32] Regional Insights - The United States dominates the logistics sector, contributing 22% of the total brand value with USD95.3 billion, followed by Germany at 13% with USD22.5 billion [39] - China accounts for 9% of the total brand value with USD14.9 billion, while Japan contributes 7% with USD11.9 billion [39]