麦肯锡：运输和物流企业创造价值的路径透视(英文 48 页)

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Table of contents

Executive summary 5

Introduction: Informing strategy with insights into value creation 8

Why insights into value creation are more important than ever 8

What this publication is about 8

Where has value been created? Lessons from the past and expectations

for the future 10

How has the sector performed? Through-cycle returns to shareholders 11

How has value been created? Understanding the drivers of economic profit

in transportation

and logistics 13

What are the market’s expectations for transportation

and logistics?

Current valuation and growth forecasts 18

What drives future value creation? Global megatrends shaping the

transportation

and logistics sector 20

Shifting growth patterns: Megacities and emerging trade routes 21

Shared transportation: New solutions from unexpected competitors 23

The future is now: The digital frontier 24

The race for efficiency: Burdening capex as a prerequisite for competitiveness 25

Rules of the game: The impact of deregulation on growth and competition 27

Size matters: Consolidation and cooperation across the network 28

Turbulent times: Increased volatility of demand and input factors 28

What does it take to win? Five ingredients for value creation 30

Be agile in resource allocation and reallocation 31

Resolve the asset dilemma 32

Make your digital transformation a success story 33

Develop programmatic M&A and cooperation capabilities 35

Manage for an uncertain world 37

Appendix 40

Economic profit 40

Details on transportation

and logistics sector ROIC, growth, and TRS 40

Sample and methodology 42