FEB 2025 NEWS DIGEST

Latest news, deals, exits and trends in supply chain & logistics investment.

NEWS

Tariffs & ESG concerns derail Shein's UK warehouse plans and impact IPO

• Moving suppliers from China to Vietnam

Canadian pension fund invests in BBCI to fund infrastructure investment including transportation sector in UK & Europe

UK high street retailer WH Smith in talks with Hilco, Alteri, Modella Capital & Doug Putnam

Apollo, Brookfield, I Squared & Stonepeak interest in KKR's Goodpack, a circular supply chain logistics provider

DEALS & EXITS

Pulpex, sustainable packaging supplier to global FMCG brands, announces £62m Series D funding

PE interest in specialist German packaging manufacturer

PAI Partners invests in Euro Ethnic Foods to fund growth and vertical integration of value chain to create value

• Exploring possible exit

Celsius to acquire competitor, Alani Nu, a lifestyle drinks manufacturer to drive distribution gains

TRENDS

AI fuels investor interest in robotics

Tariff threats & interest rate outlook impact holding periods & valuations

M&A activity in supply chain & logistics