Transportation & Logistics
Logistics is the circulatory system of the global economy — goods must get from factories to consumers, and people must get from place to place. E-commerce created enormous demand for last-mile delivery while ride-hailing replaced car ownership for urban dwellers.
Operates one of the world's largest package delivery networks. Benefits directly from e-commerce growth. Also runs a significant healthcare logistics business, delivering temperature-sensitive medical supplies and clinical trial materials.
The largest express freight network in the world. A bellwether for global trade — when FedEx volumes fall, the economy is slowing. Restructuring aggressively to cut costs and improve margins after pandemic-era over-investment.
The world's dominant ride-hailing platform, operating in 70+ countries. Also runs Uber Eats (one of the largest food delivery services globally). Turned profitable in 2023 after years of losses. Now positioned as the platform for autonomous vehicle deployment.
The largest food delivery platform in the US with roughly 67% market share. Expanding into grocery, alcohol, and retail delivery. Also building logistics infrastructure for businesses under DoorDash Drive.
One of the largest trucking and intermodal freight companies in North America. When retailers and manufacturers need to move goods, J.B. Hunt is called. A direct proxy for the health of the US goods economy.
Scores 10/10 for Urban Air Mobility. Also relevant to Electric Aviation.
Scores 9/10 for Commercial Aviation.
Scores 9/10 for Commercial Aviation.
Scores 9/10 for Aviation.
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