GXO Logistics has had a slight pause in growth, but its outlook looks promising. Currently operates with ROIC below WACC, but there will be a significant improvement in returns in the next couple of years. GXO's profitability has been impacted by investments in automations, acquisitions, external factors like higher interest rates.
Almost everyone knows that automation is going to be a very big trend over the coming decades. The AI revolution is just getting started.