Shipping company AP Moller-Maersk's strategy to offer integrated logistics services has faced skepticism following the end of the post-pandemic boom. Analysts have raised concerns about Maersk's poor performance and questioned the viability of the integrated strategy. Maersk's investment in logistics generated a meager return compared to its ocean and terminal businesses. Its Q2 earnings from ocean activities and logistics have declined. Competitor CMA CGM also experienced a similar decline in earnings. The success or failure of Maersk's integrated strategy remains uncertain, and industry experts believe more time is needed to evaluate its effectiveness.
Source: Link