- Clipper’s shares are likely to have further to run
- Demand will grow with shift to e-commerce
Structural shift to e-commerce
Market leading position
Fund manager pick
Clipper Logistics (CLG) specialises in ‘value-added’ logistics for the retail sector. Unlike ‘final mile’ couriers such as DPD and Royal Mail (RMG), it doesn’t deliver products to end consumers; instead, it offers everything from warehousing and stock management, to picking, packaging and distributing products for retailers’ online and brick-and-mortar operations. Customers include the likes of John Lewis, Asos (ASC) and Boohoo (BOO).