GXO Logistics Inc Investor Day Transcript

Feb 11, 2024

Jul 13, 2021 / 01:00PM GMT
Bradley S. Jacobs - XPO Logistics, Inc. - Chairman & CEO

Hello, and welcome to our GXO Investor Day. I'm Brad Jacobs, Chairman and CEO of XPO Logistics, and I'll also be Chairman of GXO after the spin. We appreciate your interest in the company.

I'll begin with a quick rundown of the presentation you'll see today. First, Malcolm Wilson, GXO's incoming CEO, will elaborate on the big 3 secular tailwinds of e-commerce, automation and outsourcing. Our logistics business has built a leading position in e-commerce with about 40% of revenue coming from pure play e-tailers and omnichannel retailers. The automation tailwind is coming from customer demand for robotics and other kinds of advanced automation and logistics operations. And the accelerating trend towards outsourcing logistics to 3PLs and is another long runway for us as supply chains become more complex and consumers become more demanding.

Following Malcolm will be Mark Manduca, our incoming Chief Investment Officer. Mark will discuss the favorable contract profile of our customers and explain our resilient outperformance through

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