DeepValue Capital has a bullish thesis on GXO Logistics, with shares trading at $50.29 as of July 9th. GXO is the world’s largest contract logistics provider, generating $11.7 billion in revenue in 2024. The company is heavily investing in AI and robotics for automation, with a focus on margin expansion and long-term competitive advantage.

Recent developments include the CMA approval of the Wincanton acquisition and the appointment of new CEO Patrick Kelleher. Over 50% of GXO’s sites globally are deploying robotics and AI, leading to faster throughput and lower costs. The investment thesis for GXO highlights its potential for significant upside through automation, offering an attractive entry point for investors.

Previously, P14 Capital shared a bullish thesis on GXO Logistics, emphasizing the company’s transformation through automation and investments in AI. The stock has appreciated by 22% since coverage, with growing demand for outsourced logistics. DeepValue Capital shares a similar view, highlighting GXO’s potential for margin expansion and growth prospects.

Read more at Yahoo Finance: GXO Logistics (GXO): A Bull Case Theory