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一Transport and logistics barometer
1 Highllghts
Prwc”4 | 19January 2021
一 [ransport and logistics barometer
Highlights
deals were announced in the transport and logistics (T&L)
industry in 2020. M&A activity has thus caught up since the
weak first half of the year, and even surpassed the level of
2018. Total deal value ($84.3bn), though, has dropped by
42% compared to the very strong M&A year of 2019.
Despite serious impacts of the pandemic on individual
subsectors, deal activity has not significantly slumped.
Overall, industry dynamics have been surprisingly robust
and defied the severe disruption and uncertainty.
0雇4)
46\"%o
of all deals in Logistics & Trucking related
to warehousing operations and assets，
including two cold-storage megadeals in
the US. Retail logistics, warehousing and
parcel delivery have been the key area of
industry dynamics. Courier, express and
parcel (CEP) services experienced a real
boom due to online trade.
H2 2020
H1 2021
Vaccine distribution
is the litmus test forthe (pharma and
cold chain) logistics industry. With an
estimated 271 million vaccine doses to
be distributed monthly, major challenges
include securing transport and storage
capacity and refrigeration of the vaccines，
continuous traceability, protection against
tampering and theft and, finally, disposal
of medical equipment.
H2 2021
1.0
The pandemic has led to a
new low in M&A valuation，
mainly driven by a strong
decline in prices for
passenger-related targets.
The overall sales multiple
fell to 1.0, the lowest value
Since the financial crisis.
Prwc
Passenger transport
continues to be the most-affected sector due to
the COVID-19 containment measures. Even in
our effective vaccination scenario, full recovery
is_ not expected before 2023/2024. The number
of deals dropped to 67 (from 95 in 2019). The
average deal value, however, is significantly
higher than in freight transport, indicating that
even large passenger transport companies such
as airlines are facing financial constraints and
need financial aid from governments or private
investors.
will be another tough year for the T&L
industry. Key challenges for companies
include stabilising the business，
digitalising core logistics operations，
responding smartly to_ new mobility
habits and securing the supply of
vaccines worldwide. Companies need
to repainr rethink and reconfigure their
organisations and business models.
5.4%o
is the projected increase of gross
value added (GVA) in the European
freight transport and logistics industry
in 2021, according to our scenario
analysis (in scenario 1，effective
vaccination ). With a 9.0% contraction
in 2020 and 4.0% growth in 2022, this
may lead to full recovery to pre-crisis
levels by the end of 2022. Scenario 2
(ineffective vaccination ) suggests a
lower recovery rate of 3.9% in 2021.2 key Issues for the
Industry
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