Investment Thesis Map
We mined FedEx’s acquisitions, investments, and partnerships to discern the company's strategic priorities.
The Covid-19 pandemic exposed vulnerabilities and inefficiencies across the supply chain. Legacy shipping and logistics methods have proven that they can no longer keep up with consumer demand for e-commerce, leading major players to turn to new technology solutions for fulfillment and delivery.
FedEx, for example, operates the largest all-cargo air fleet, which connects over 99% of the world’s gross domestic product. This gives the company access to massive amounts of global supply chain data, which it uses to identify disruptions — like port closures due to weather or Covid-19 — and create solutions to address them.
To keep up with competitors like UPS, USPS, and Amazon, FedEx is also partnering with and investing in tech companies focused on last-mile delivery options, warehouse automation, and increased digitization across the supply chain.
Using CB Insights data, we uncovered the 6 most important strategic priorities highlighted by FedEx’s recent acquisitions, investments, and partnerships. We then categorized companies by their business relationships with FedEx across these priorities.
- Autonomous logistics
- Delivery, dropoff, & storage
- Digital freight matching
- E-commerce logistics & fulfillment
- Supply chain visibility
- Warehouse automation
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