As someone who hasn't done much research into Logista, can you share whether there is much room for consolidation in the market in which it competes, or point me to a post of yours if you've already covered this topic?
Regarding M&A, I expect most future deals to be small and targeting couriers and pharmaceutical distribution. I haven't named specific candidates simply because there is an ocean of them to sift through. Absolutely no shortage of small operators offering a narrow set of services in tight geographies that can be tucked in.
As for the core business, Logista's presence is deeply entrenched with the manufacturers and retails it glues together, and it holds extremely high share in its origin market. For all segments, the group provides POS terminals, software, and additional services that increases reliance and thus retention.
As someone who hasn't done much research into Logista, can you share whether there is much room for consolidation in the market in which it competes, or point me to a post of yours if you've already covered this topic?
Regarding M&A, I expect most future deals to be small and targeting couriers and pharmaceutical distribution. I haven't named specific candidates simply because there is an ocean of them to sift through. Absolutely no shortage of small operators offering a narrow set of services in tight geographies that can be tucked in.
As for the core business, Logista's presence is deeply entrenched with the manufacturers and retails it glues together, and it holds extremely high share in its origin market. For all segments, the group provides POS terminals, software, and additional services that increases reliance and thus retention.