Hey friends,

When CMA CGM wrote a check for €4.85 billion to buy Bolloré Logistics, few saw it just as another acquisition. This was their boldest bet yet — not a trophy purchase, but a deep strategic move. By folding Bolloré into its logistics and shipping ecosystem, CMA CGM gained a massive platform, operational leverage, and a more resilient business model. And they did so in a way that changes how they’re perceived — not just as a carrier, but a full-stack logistics and transport powerhouse.

This week, I want to dig into how CMA CGM made this deal work, what it really gives them, and what leaders in procurement, operations, or port management can learn from their playbook.