Economic situation, sales and caution in the logistics industry

The mood at leading international trade fairs is traditionally considered a reliable seismograph for the economic situation of an industry. Discussions at the stands, restraint in investment or full order books often provide an early indication of where markets are heading. This observation is not new in logistics either. Nevertheless, the current picture is mixed, with continued high attendance at trade fairs and growing uncertainty in day-to-day business.

Discussions about the economic situation among exhibitors make it clear that the framework conditions have changed. The industry is not facing an abrupt slump, but is increasingly feeling economic tensions that can no longer be ignored.

Between a good trade fair atmosphere and a slowdown in the real economy

Stefan Rummel, Managing Director of, describes the current situation with a certain degree of caution. The mood at the trade fair itself remains positive, characterised by intensive discussions and high visitor numbers. At the same time, however, there are increasing signs that it is becoming more difficult for many exhibitors to achieve stable sales. This discrepancy is not unusual. Trade fairs often provide a snapshot of the current situation, while economic downturns are reflected in order books with a time lag. However, it is already noticeable that the situation could deteriorate. Companies are acting more cautiously, and investment decisions are being postponed more frequently or linked to clear economic signals.

Global trade conflicts as a burden

International trade policy remains a key factor of uncertainty. The conflict between China and the USA in particular is acting as a brake on many global supply chains. In logistics, this is reflected less in immediate slumps than in a wait-and-see attitude. Companies are recalculating risks, reducing inventories or postponing expansion plans. According to the trade fair management, this reluctance is currently one of the defining characteristics. Many market participants are waiting to see if and how the geopolitical tensions can be resolved. An agreement could quickly lead to a recovery, as fundamental demand and structural needs remain.

Logistics between structural strength and economic dependence

The logistics industry is fundamentally robust. It benefits from global trade, growing e-commerce and long-term infrastructure projects. At the same time, it is closely intertwined with the overall economy and reacts sensitively to uncertainties in the international environment. This dual dependence makes the current phase particularly challenging. On the one hand, trade fairs remain important platforms for exchange and business development. On the other hand, there is growing pressure to realistically assess economic risks and respond flexibly.

Outlook for the coming months

Whether the situation continues to deteriorate or stabilises depends largely on external factors. However, it is clear that the industry has not fallen into a structural crisis. Rather, it is a phase of increased caution. Messe München is closely monitoring this development, as it not only has an impact on exhibitor revenues, but also on investment decisions and strategic orientations. Overall, the picture is one of confidence and caution. Logistics remains present, internationally networked and capable of innovation, but is operating in an environment that demands rapid adaptability.