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Is warehousing and logistics the new hot sector?

Warehouse system

The Covid-19 pandemic has prompted a rapid rise in online retail sales. This is likely to see growing demand for warehouses and logistics services which could be a catalyst for the performance of industry operators over the long run.


One of the enduring effects of Covid-19 is likely to be a change in consumer behaviour. While the popularity of e-commerce had been growing for many years prior to the pandemic, lockdown measures have pushed an increasing proportion of shoppers from in-store purchases to online transactions in a short space of time.


In our view, investment opportunities resulting from e-commerce growth are not limited to online retailers. Companies that provide warehousing and logistics for e-commerce businesses…

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