The transportation and logistics industry is undergoing a transformation, with digital platforms playing an increasingly important role. In the future, we predict three key changes that will reshape the industry: a rise of platforms, expansion of their value chain scope, and convergence and consolidation towards fewer, more integrated models. Players unable to adapt to this new reality will face immense pressure, as entire business models are at stake. Incumbents should consider their ambitions, capabilities, and preconditions when deciding on a path forward.
