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Amazon & the Threat to Freight Forwarding & 3PL Services
Jun 29, 2026
Partner Interview
Amazon•US•Mega CapDHLFedExXPOOld Dominion Freight LineNetwork EffectsPhysical Infra & NetworksJun 29, 2026
InPost: Mondial Relay & the French APM Market
Feb 27, 2026
Partner Interview
InPost•LU•Mid CapInternational Distributions ServicesVintedDHLAllegroNetwork EffectsMarketplaces & PlatformsFeb 27, 2026
DHL Supply Chain: From Regional Operations to Global Discipline
Dec 1, 2025
Dec 1, 2025
InPost: Yodel’s Acquisition and the UK Out-of-Home Market
Oct 28, 2025
Partner Interview
InPost•LU•Mid CapRoyal MailAmazonDHLUnited Parcel ServiceAllegroNetwork EffectsPhysical Infra & NetworksOct 28, 2025
GXO: WMS Standardization, SG&A Leverage and Launch Execution
Oct 28, 2025
Partner Interview
GXO Logistics•US•Mid CapDHLFedExBlue YonderManhattan AssociatesPrologisOct 28, 2025
GXO Logistics & DHL Supply Chain: CEO Transition, Automation Bottlenecks, and M&A Playbook
Oct 21, 2025
Oct 21, 2025
GXO & 3PL WMS: Standardize the Core & Customize the Edge
Oct 3, 2025
Partner Interview
GXO Logistics•US•Mid CapDHLFedExAmazonManhattan AssociatesBlue YonderID LogisticsNetwork EffectsPhysical Infra & NetworksOct 3, 2025
Wayfair: CastleGate Multichannel Fulfillment
Oct 1, 2025
Partner Interview
Wayfair•US•Large CapAmazonWilliams-SonomaRHhome24ArhausThe Home DepotBeyond, Inc.WalmartDHLFedExBrand EquityVertically Integrated RetailerOct 1, 2025
GXO Logistics: CEO Transition Impact on Operations & Culture
Sep 29, 2025
Partner Interview
GXO Logistics•US•Mid CapDHLFedExAmazonShopifyUnited Parcel ServiceSwitching CostsPhysical Infra & NetworksSep 29, 2025
IP Research Resource
IP Research Roundup: GXO and Third-Party Logistics
Feb 11, 2025
IP Research Roundup
GXO Logistics•US•Mid CapDHLFedExDSVManhattan AssociatesCEVAAmazonNetwork EffectsPhysical Infra & Networks
Feb 11, 2025
Weekly update
Carvana Finance GPU, Broadcom, Hermès, Celsius, SSD, Wolt vs Liefrando, FTAI, Vitrolife, FEVR, Metro Bank
Jan 7, 2025
Carvana•US•Large CapCellaVisionAlly FinancialBroadcomSysmexVitrolifeSafeliteCelsiusFTAI AviationCarMaxGoogleDoorDashFarfetchDHLReplySimpson ManufacturingFevertree DrinksGXO LogisticsBrand EquityLow Cost Operators
Jan 7, 2025
GXO, DHL and Outsourced Logistics: Cost-Plus vs Fixed-Variable Model
Dec 27, 2024
Dec 27, 2024
GXO Logistics: Leveraging Warehouse Robotics
Dec 21, 2024
Dec 21, 2024
GXO Logistics: Culture Post-XPO Spin-Off, TAM & Value-Added Services
Dec 6, 2024
Dec 6, 2024
Manhattan Associates: WMS Customer Switching Costs
Nov 19, 2024
Nov 19, 2024
GXO Logistics: Conflicts with Customers & Warehouse Management System Issues
Oct 18, 2024
Oct 18, 2024
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