We Feel Comfortable Despite Trade Wars, Says Deutsche Post’s CFO

The transcript discusses the impact of macroeconomic factors on business, highlighting the resilience of a diversified portfolio. It covers the positive guidance for the German market due to increased parcel volumes and letter pricing. The trend of returning goods in Germany is seen as beneficial, though it raises sustainability concerns. The express business in Asia shows growth, driven by e-commerce, despite initial slowdowns.

What strategy has the company focused on to counter macroeconomic challenges?

• Reducing product lines

• Expanding into new markets

• Implementing a self-help agenda

• Increasing advertising spend

What factor contributed to the positive outlook in the German market?

• Improved customer service

• Decreased competition

• Higher letter prices

• New product launches

How did the company adjust its guidance for post and parcel Germany?

• Maintained the same range

• Uplifted the lower end

• Lowered the upper end

• Removed the guidance

What was the main driver of growth in the express business in Asia?

• Cost-cutting measures

• B2B volume growth

• Structural e-commerce growth

• New partnerships

What was the percentage increase in shipments per day in the Express division during the second quarter?

• 8.8%

• 5.5%

• 6.6%

• 7.7%