On September 26, 2024, DHL Group presented the strategy it will implement through 2030, which aims to increase revenue by 50%, primarily through sustainable development initiatives. Key focuses include digitalization, e-commerce, renewable energy, and decarbonization. While introducing the program, CEO Tobias Meyer emphasized the company's commitment to management simplification and operational efficiency to adapt to a rapidly changing market.
Meyer also addressed DSV’s acquisition of DB Schenker, stating that DHL withdrew from the bidding process after careful consideration, as "it wouldn’t have delivered the value we’re seeking." He added that DHL sees great opportunities to attract new customers from DB Schenker during the integration process with DSV over the next few years. The German company remains open to future acquisitions, but only if they align with its strategy and deliver shareholder value.
Regarding the "2030 Strategy – Accelerate Sustainable Growth" program, the group's new growth initiatives will focus on geographic areas and sectors with growth rates higher than global GDP. These include renewable energy and the Life Sciences & Healthcare sector. DHL Group is well-positioned to seize these opportunities thanks to its global presence and expertise in specialized logistics services, such as temperature-controlled storage for biopharma and solutions for managing energy storage systems.
The group also aims to strengthen its presence in e-commerce, which has driven growth in recent years. DHL plans to enhance its fulfillment and last-mile delivery capabilities, anticipating a 7% annual growth rate in the global e-commerce market through 2030.
Sustainability is a central pillar of the new strategy. The group has introduced a fourth strategic line, called "Green Logistics of Choice," with the goal of decarbonizing its operations by 2050. Among its current initiatives is the target to achieve a 30% sustainable aviation fuel mix by 2030.
To support its ambitious growth, DHL aims to simplify its complex legal structure, making it more agile and aligned with its management structure. Among the expected changes, Post & Parcel Germany and eCommerce will become independent entities, though the historical name "Deutsche Post AG" will remain for domestic operations.
