# UK Logistics Sector, Clipper Logistics, DX Group, Wincanton, Xpediator (Analyst Interview)

- Link: https://www.directorstalkinterviews.com/uk-resources-sector-clipper-logistics-dx-group-wincanton-xpediator-analyst-interview/412990318
- Published: 2021-05-18T09:35:38+01:00
- Author: Giles

Having published a research note on the UK logistics sector Robin Byde research 
director Zeus capital talks us through the key macro themes he is seeing at the 
moment. Robin also talks us through the four companies that are discussed in the
note.

**Clipper Logistics plc** (LON:CLG) Clipper Logistics is a provider of contract 
logistics services (of which c.70% are “open book”), e-fulfilment services and returns
management, largely focused on the retail sector. Clipper mainly provides services
within the UK but has growing operations in Germany and Poland. The Group has a 
smaller commercial vehicles unit. Clipper operates over 50 sites and has c.2,000
employees.

**DX Group plc** (LON:DX) DX Group provides parcels, courier and freight services
in the UK and Ireland. Two divisions: DX Express which includes Secure Courier and
Document Exchange. DX Freight offers a 1-Man and 2-Man B2B and B2C service. The 
Group has around 80 depots, 700 vehicles and 3,600 employees.

**Wincanton plc** (LON:WIN) Wincanton is primarily a provider of outsourced and 
contract-backed (3PL) logistics services. The business model is more defensive, 
focused on multiyear contracts and semi-fixed fees. WIN operates over 200 sites 
in the UK & Ireland and has c.19,000 employees.

**Xpediator plc** (LON:XPD) Xpediator provides freight management solutions for 
customers in the UK & throughout Europe, with strong expertise in CEE markets. It
operates an asset-light forwarding business model with a broad customer base. Services
include freight forwarding, transport solutions including fuel cards, palletised
network operations and third-party logistics & warehousing. The Group has 10,500
customers and employs nearly 1,100 people. XPD has 38 offices and warehouse facilities
in the UK and CEE countries.

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