Urban & Waste Logistics B2C Covid Impact Report PDF

URBAN & Peter Verspecht WASTE LOGISTICS Covid Impacts  URBAN LOGISTICS Focus op B2C Last Mile network COVID-19 impact op Urban Logistics.  Agenda 01 02 03 04 05 06 The last mile? Last mile &...

URBAN & Peter Verspecht WASTE LOGISTICS Covid Impacts  URBAN LOGISTICS Focus op B2C Last Mile network COVID-19 impact op Urban Logistics.  Agenda 01 02 03 04 05 06 The last mile? Last mile & Covid impact Impacts op urban Innovation – Conclusie webshop: markt areas / stedelijke is het nu werkelijk principes gebieden een innovatie B2C last mile Pre-Corona De last mile “Last mile = het laatste deel van een business-to-consumer delivery service. De goederenlevering zal plaatsvinden @ home, @ collective punt of een andere geselecteerde locatie ” Last mile The last mile HUB & SPOKE HUB Last Mile & Urban distribution  Last mile CROSS-DOCK & CONSOLIDATION Combinatie HUB & SPOKE HUB met crossdock & consolidatie + Milk run MILK ROUND Based on Gevaers 2013 Last mile Integrators: oligopolie wereldwijd (Ex. UPS, DHL Express & FedEx/TNT) B2B & B2C parcel Posterijen : oligopoly op Europees /nationaal niveau bedrijven : oligopolie op (Ex. PostNL, Bpost, etc.) Europees valk (Ex. GLS, DPD, Hermes, etc.) Lokale B2B parcel Lokale B2C parcel PUDO network bedrijven: heel veel kleine bedrijven : veel kleine (Pick-up & drop off ) express & parcel express & oligopolie bedrijven (veel parcelbedrijven subcontractors) ( soms zelf leveren ) Bpost,………. Last mile trends doorheen de jaren Postbedrijven zoeken 1 Volumedaling extra volumes: Interesse “Liberalisatie” van de in logistiek, B2B, B2C Post & brieven postmarkten in EU parcel bedrijven en e- commerce shops Zoektocht naar extra 2 Dalende "premium" volumes: Groeiende B2C express volumes (sinds financiele crisis interesse van de Parcel markt in 2008 ) integrators wat betreft B2C parcelbedrijven Zoektocht naar Daling van oplossingen 3 Stijging e- Stijgende B2C "first time hit waarbij commerce leveringen @ ratio" omwille afwezigheid verkoop home van “not-at- geen problem home” is Source: Ph.D Roel Gevaers - 2013 Last mile Integrator interesse Lokale markt : Postal veel “ one interesse person” subcontractors B2C parcel delivery sector E-commerce Logistieke groups in bedrijven eigen beheer PUDO network Source: Ph.D Roel Gevaers - 2013 Last mile Outsourced – In-house In-house uitbesteden ( truck ) of (bestelwagen) aan een parcel outsourced transport delivery bedrijf special services Last mile Last mile Orders tot +/- Picking @ Bol.com middernacht depot Data Flow Leveren @ PostNL Goes (tot +/- 1am) Data Flow Leveren naar PostNL Sorteren @ Post NL Lever routes from Wommelgem en Goes per route (1am 9am to 9pm Mechelen (+/- 7am- – 6am) 8am) Last mile Last mile Last mile Torfs – City Depots Orders tot +/- 10pm Picking @ Torfs Data Flow Leveren @ Citydepot Antwerp tot 8am Data Flow Lever routes from Sorteren per route 9.30 am to 9pm (manual) Source: Ph.D Roel Gevaers - 2013 Last mile complex & kost COST/UNIT COST/UNIT COST/UNIT WINDOW AVERAGE DENSE CITY AREA RURAL AREA DENSITY 1 Day (no window) €2.75 € 3.87 € 4.17 4 hour window €3.57 € 5.04 € 5.42 3 hour window €4.40 € 6.20 € 6.67 2 hour window €4.95 € 6.97 € 7.50 1 hour window €5.77 € 8.14 € 8.75 Source: Ph.D Roel Gevaers - 2013 Last mile Outsourced to In-house truck or In-house van parcel delivery outsourced to transport company trucking company Crowd Food/ logistics Groceries Automation& Convenience Unmanned The last mile PERSONALIZATION FIXED HIGH SPEED FREQUENCY/ PLANNED STANDARD SOURCE: Own Research Last mile 2005 2010 2015 2020 PARCELS & B2B Supermarkt FOOD TECHNOLOGY 2) B2C last mile & webshops markt principes Last mile: Webshops & markt principes Last mile: Webshops & Markt principes Last mile: Webshops & markt principes Eigen logistiek @ Marginale kost , 3PL = winst opleveren & extra onderhandelings volume Last mile: Webshops & Markt principes Insourcing in Heel dicht bevolkte gebieden Last mile: Webshops & markt principes Last mile: Webshops & markt principes The last mile: Budbee www.eu-startups.com%2F2019%2F04%2Fstockholm-based-budbee-raises-e4-8-million-and-expands-into-the- netherlands%2F&psig=AOvVaw2jTC4vmDlxXVClkpCMjUob&ust=1614375264444000&source=images&cd=vfe&ve d=0CA0QjhxqFwoTCNjVudr-he8CFQAAAAAdAAAAABAD  B2C last mile pre-Corona landschap B2C last mile pre-corona landschap eCom 3) The B2C last mile Corona (netwerk) impact Spring 2020 Pandemiegolf 1 SOURCE: Retailsonar, 2020 Pandemiegolf 1 SOURCE: GFK, DPD, Confidential, 2020 Pandemiegolf 1 Order till +/- Picking @ Bol.com midnight depot Data Flow Delivery to PostNL Goes (till +/- 1am) Data Flow Delivery to PostNL Delivery Routes from Sorting @ Goes per Mechelen (+/- 7am- 9am to 9pm route (1am – 6am) 8am) Pandemiegolf 1: ervaringen (1/2) Pandemiegolf 1: ervaringen (1/2) Pandemiegolf 1: ervaringen (2/2) Mix van producten  Automatisatie killer Meer manueel werk noodzakelijk Bestelwagens sneller vol & chauffeurs tekort Nationale prijzen = fixed (gewicht - 20kg ) Betalingen ook +/- fixed (onhafankelijk van het gewicht ) Onvoorziene pieken  Push terug naar Pull model Pandemiegolf 1 : Learnings (2/2) Mix of products  Automation killer More manual labor needed Vans quicker full & driver shortages National prices rather fixed (weight below 20kg flat) Payments also rather fixed (non-weight dependent) Unforeseen peak  Push verus Pull Zomer 2020 SOURCE: Retailsonar, 2020 Pandemiegolf 2 SOURCE: Retailsonar, 2020 Pandemiegolf 2: Wave 2 SOURCE: GFK, DPD, Confidential, 2020 Pandemiegolf 2 SOURCE: Brussels Times & NL Times, 2020 Pandemiegolf 2: Problemen worden structureel  De 2de golf toonde dezelfde problematiek Leermomenten & best practices? Lage marges Automatisatie (vooral nacht ) Ontslagen Hub-and-spoke onder druk Outsourcing meer en meer trend Piek gerichte sectoren Prijs druk B2C Last mile: Gelijkaardige sectoren qua business strategie? Pandemiegolf 2: Vracht in de passagiersvliegtuigen 4) En de impacts op Urban Area ? / Stedelijk gebied … Impact & gevolgen PERSONALIZATION FIXED HIGH SPEED FREQUENCY/ PLANNED STANDARD SOURCE: Own Research Impact en gevolgen PERSONALIZATION UCC FIXED HIGH SPEED FREQUENCY/ PLANNED STANDARD SOURCE: Own Research Impact 1: groei “own fleets” in urban areas Impact 1: Speeding up own fleets in urban areas Impact 2: Multi carrier model – voornamelijk in steden Impact 2: Multi carrier model SOURCE: Own Research & BD Logistics, 2021 Impact 2: Multi carrier model with UCC PERSONALIZATION UCC FIXED HIGH SPEED FREQUENCY/ PLANNED STANDARD SOURCE: Own Research Impact 3: beleidsmakers “ prefereren de stille stad “  B2C last mile Corona & Innovaties ??? Innovations? 59 Innovaties? Innovaties? Innovaties? 62 Innovaties? Conclusies Conclusions National pricing schemes?? Drivers shortage: could “ask” more than standard Insourcing Design envelopes of years ago did not forsee enough flexibility for sudden growth or peaks: limits to XXL automation warehouses?? Other cut-off times for optimizing automation? Switch from large automated to UCC Oversized: exponential issue  Decentralized strategy Multinationals increased insourcing for interesting “cherry picking areas” 2 markets: Low margin volume focuss & service Multi-carrier driven players (yield based): Incumbents under pressure Increased trend towards multi-carrier approach More decentral approaches Local, urban & sustainable strategies Policies