Cost of Revenue Comparison: ZTO Express (Cayman) Inc. vs Pool Corporation

Cost of Revenue: A Tale of Two Companies

In the dynamic world of logistics and distribution, ZTO Express (Cayman) Inc. and Pool Corporation stand as giants, each with a unique trajectory. Over the past decade, ZTO Express has seen its cost of revenue skyrocket by nearly 866%, reflecting its aggressive expansion in the booming Chinese logistics market. In contrast, Pool Corporation, a leader in the pool supply industry, has experienced a more modest growth of approximately 142% in its cost of revenue, indicative of steady demand in the North American market.

A Decade of Growth

From 2014 to 2023, ZTO Express's cost of revenue surged from $2.8 billion to $26.8 billion, while Pool Corporation's increased from $1.6 billion to $3.9 billion. This stark contrast highlights the differing scales and growth strategies of these two industry leaders. As we look to the future, these trends offer valuable insights into the evolving landscapes of logistics and distribution.