As global trade faces rising tensions and policy shifts, logistics companies are navigating a volatile landscape—yet opportunity exists for the well-positioned. CFRA’s latest thematic research analyzes the short-term risks and long-term outlook for European logistics providers with a spotlight on DHL, DSV, and Kuehne + Nagel.
Despite headline risk around U.S.-China tariffs and Red Sea disruptions, our equity analysts find compelling catalysts that could drive outperformance—particularly for companies executing cost reductions, integrating major acquisitions, or scaling market dominance across global networks.
This report provides a comprehensive breakdown of trade dynamics, political developments, and company-specific factors shaping the future of the logistics sector.
What Is Included In This Report
- How rising tariffs and political tensions are influencing logistics and trade flows
- Why DSV’s acquisition of Schenker is a game-changer for the industry
- How DHL’s cost savings and share buybacks may unlock short-term upside
- Why KNIN faces margin pressures—and how it plans to respond
- What historical trade trends tell us about the resilience of global logistics
- Sector outlook amid Red Sea risks and shifting geopolitical alliances
Unlock CFRA’s full 7-page report on the logistics sector to understand where the risks—and investment opportunities—are headed next.