“Consumption is still robust,” affirmed Detlef Trefzger, CEO of Kuehne+Nagel, the world’s second largest freight forwarder, during his company’s conference call on Tuesday.
“Consumer behavior has changed,” he added. Cargo flows are shifting from home, garden and personal fitness items (“we’ve seen so many sport shoes shipped to the U.S. that you all must have bought 10 new pairs each over the last two years”) to goods used by service businesses like restaurants and hair salons. “There is a different structure of goods in our network, which we believe is healthy and sustainable.”
On freight rates, Trefzger commented, “Yes, they are slightly down. But we have to remind ourselves that they are still five times higher than pre-COVID. You will most likely not see freight rates at the levels seen in 2018 or 2019 [for the rest of] this decade.”
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“Consumption is still robust,” affirmed Detlef Trefzger, CEO of Kuehne+Nagel, the world’s second largest freight forwarder, during his company’s conference call on Tuesday.
“Consumer behavior has changed,” he added. Cargo flows are shifting from home, garden and personal fitness items (“we’ve seen so many sport shoes shipped to the U.S. that you all must have bought 10 new pairs each over the last two years”) to goods used by service businesses like restaurants and hair salons. “There is a different structure of goods in our network, which we believe is healthy and sustainable.”
On freight rates, Trefzger commented, “Yes, they are slightly down. But we have to remind ourselves that they are still five times higher than pre-COVID. You will most likely not see freight rates at the levels seen in 2018 or 2019 [for the rest of] this decade.”