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GXO acquires luxury goods fulfillment provider PFSweb

All-cash transaction valued at $181 million, or $7.50 a share

GXO lowers full-year organic revenue growth estimates (Photo: GXO Logistics)

Contract logistics provider GXO Logistics Inc. (NYSE: GXO) said Thursday that it has acquired PFSweb Inc. (NASDAQ: PFSW), a multinational provider of e-commerce luxury goods fulfillment services, in an all-cash deal valued at $181 million, or $7.50 a share.

The transaction sets an enterprise value of $142 million on PFS, which also manages a cash balance of $39 million. The transaction is expected to close in the fourth quarter, GXO said.

PFS, based in Irving, Texas, specializes in fulfillment for more than 100 high-end health and beauty, collectibles, and jewelry brands. It also offers fraud protection and payment, customer care, and call center services. GXO currently has a limited presence in the verticals, said Baris Oran, GXO’s CFO.

PFS generates 86% of its revenue from North America. It operates eight distribution centers in the U.S., two in the U.K. and one in Belgium. All employees will come over with the transaction, and the company will eventually be absorbed into GXO, Oran said.


GXO may leverage PFS’ back-end capabilities for its customer base, Oran said. For now, however, it wants to focus on tapping into growth opportunities in the verticals.

PFS is expected to generate $21 million in 2023 earnings before interest, taxes, depreciation and amortization. Backing out the cash balance, GXO paid seven times EBITDA, which Oran said was an attractive valuation for a quality company.

In a statement announcing the deal, GXO CEO Malcolm Wilson said that “PFS is an ideal acquisition for GXO: it enhances our exposure to new high-growth verticals in North America and adds important capabilities to our offerings.”

Shares of PFSweb jumped more than 48% in early Thursday trading to $7.43 per share.


Mark Solomon

Formerly the Executive Editor at DC Velocity, Mark Solomon joined FreightWaves as Managing Editor of Freight Markets. Solomon began his journalistic career in 1982 at Traffic World magazine, ran his own public relations firm (Media Based Solutions) from 1994 to 2008, and has been at DC Velocity since then. Over the course of his career, Solomon has covered nearly the whole gamut of the transportation and logistics industry, including trucking, railroads, maritime, 3PLs, and regulatory issues. Solomon witnessed and narrated the rise of Amazon and XPO Logistics and the shift of the U.S. Postal Service from a mail-focused service to parcel, as well as the exponential, e-commerce-driven growth of warehouse square footage and omnichannel fulfillment.