CEO of logistics giant C.H. Robinson says the business can weather Trump tariffs

Core Viewpoint - C.H. Robinson is navigating a freight recession and potential tariff impacts while aiming to grow market share and improve operating margins under new CEO Dave Bozeman [1] Group 1: Business Strategy and Vision - The company has initiated a shift to a lean operating model and is set to present new financial targets during the investor day [1] - Bozeman emphasizes the company's commitment to executing its vision and expanding its market presence [1] Group 2: Tariff Impact and Market Position - Proposed tariffs by President-elect Donald Trump include 60% on goods from China and 25% on goods from Mexico and Canada, which could significantly affect C.H. Robinson's operations [2] - C.H. Robinson is a leading carrier on the China-U.S. freight lane and handles approximately 10% of the freight on the U.S.-Mexico lane [3] Group 3: Analyst Insights - Analysts believe that while the global forwarding business is vulnerable to tariffs, C.H. Robinson's diversified operations will help mitigate risks [4] - Citi transportation analyst Ari Rosa upgraded C.H. Robinson to a buy rating, suggesting that tariffs may lead to a short-term increase in freight volume, but the company is well-positioned for long-term stability [3][4]