DHL Group: Deutsche Post AG (DHLGY) Q4 2024 Earnings Call Highlights: Strong EBIT and Strategic Growth ...

In This Article: Q : Regarding the Fit for Growth program, is it primarily for cost mitigation, or will it contribute to EBIT growth? Also, can you elaborate on the cargo mix and sector growth? A : Fit for Growth includes cost-saving measures that will support both current and midterm guidance, ensuring solid delivery despite a subdued macro environment. The cargo mix involves strategic choices, with a focus on sectors like life sciences and healthcare, which are seeing growth. (Melanie Kreis, CFO) Q : How do the de minimis changes impact your operations, and what is your position in the US e-commerce market? A : The de minimis changes caused temporary disruption, but our exposure is limited. In the US, we maintain a strong partnership with USPS for last-mile delivery, and our relationship remains stable despite changes in the competitive landscape. (Tobias Meyer, CEO) Q : Can you provide insights into the EBIT growth assumptions for 2025 and beyond, including volume growth and pricing strategies? A : For 2025, we expect a continuation of the current environment, with moderate growth in the medium term. Our pricing strategy aims to offset inflation, and the Fit for Growth program will support EBIT growth, with a full run rate impact expected by the end of 2026. (Melanie Kreis, CFO) Q : What are the implications of the legal structure simplification, and how does it relate to strategic options? A : The simplification has both operational and strategic benefits, aligning legal and management structures. It enhances operational efficiency and positions us to explore strategic options in the future. (Tobias Meyer, CEO) For the complete transcript of the earnings call, please refer to the full earnings call transcript . This article first appeared on GuruFocus .