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For The Long Haul: Alternative Datasets For The Logistics Sector

3Q20 saw logistics giants FedEx and UPS observe the best quarterly performance in decades. And with the holiday season just around corner, analyst consensus indicates that this streak might not be stopping any time soon. In this report, we highlight the various alternative datasets available to logistics investors.

  1. CAPACITY

As an industry that is known for its efficiency, tracking the logistics footprint of third-party logistics firms would be a natural starting point for investors. It can shed light on aspects such as:

  • If a firm is equipped to meet the holiday demand with their current resources
  • If a new entrant is bulking up to encroach on their more established peers
  • Vulnerabilities in a firm’s supply chain

For firms with heavy air cargo operations, a

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