Prologis Investor Relations Update
INVESTOR RELATIONS
Resilience is essential to the future supply chain
PROLOGIS
GLOBAL SCHEDULE RELIABILITY¹
% of ocean liners arriving on schedule
90
80
70
Л
60
60
50
50
40
40
30
20
20
10
0
2018
19
U.S. INVENTORY TO SALES RATIO, RETAILERS²
ratio
1.7
1.6
1.5
1.4
1.3
1.2
1.1
1
0.9
20
2021
1992
95
Inventories need to increase
by at least 15%³ resulting in
800MSF+
of incremental demand
Pre-pandemic
00
00
05
10
15
2020
3. Prologis Research forecasts 10% more inventory to reach historical levels, and at least an incremental 5% of safety stock inventory. We believe there is opportunity for further resilience to be built into supply
chain. An incremental 15% safety stock on top of the 10% to reach historical levels would result in 1.4BSF in the U.S.
1 3
2.
1. Source: Sea-Intelligence. Data through year end 2021.
Source: U.S. Census Bureau.
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