The Quiet Logistics Revolution Reshaping Global E-commerce
J&T Express earnings, exporting logistics expertise, and more
Logistics has not been the main story when looking at cross-border and go-global trends. In this post, I will examine how logistics infrastructure reshapes global retail and what this means for consumers.
The global logistics infrastructure battle will determine which e-commerce business models will succeed in the next decade. For consumers, this means a continued evolution toward faster, more transparent delivery systems, but with the growing pains of service consistency and environmental impact.
China's logistics ecosystem has become a competitive advantage in global e-commerce because a number of related players are exporting their expertise to markets elsewhere. One of them, J&T Express, just released its earnings last week, and it’s profitable for the first time, with an adjusted net profit of USD 200 million in 2024. The earnings have some good nuggets, so I am taking the opportunity to write about the logistics space.
J&T Express in a nutshell
I have critiqued companies attempting …
