Core Insights - GXO Logistics, Inc. has appointed Patrick Byrne and Michael Kneeland to its board of directors, while Dr. Jason Papastavrou has stepped down, reflecting a proactive approach to board refreshment as the company prepares for new leadership [1][2]. Company Overview - GXO Logistics is the world's largest pure-play contract logistics provider, positioned to benefit from the rapid growth in e-commerce, automation, and outsourcing [3]. - The company employs over 150,000 team members across more than 1,000 facilities, totaling over 200 million square feet [3]. Board Composition - The board now consists of ten directors, with nine being independent, following the recent election of five new members in May [1][2]. - This year, GXO has added seven independent directors, enhancing the board's expertise in supply chain management [2]. New Board Members - Patrick Byrne has over three decades of experience in digital leadership, having served as CEO of GE Digital and held senior roles at Fortive, Danaher, and Tektronix [7]. - Michael Kneeland, former CEO of United Rentals, has extensive experience in corporate expansion and acquisitions, overseeing approximately $8 billion in acquisitions during his tenure [7].

Core Insights - GXO Logistics is evolving its partnership with Huel to support the latter's rapid growth in the nutritionally complete food market [1][4] - The operational footprint of the partnership has expanded by 1100% over six years, increasing from 9,500 square feet to 111,000 square feet [2] - Huel's product availability has grown significantly, now reaching 25,650 stores globally, more than double the 11,250 stores from the previous year [3] Company Operations - GXO provides warehousing and transportation services to Huel, enhancing operational efficiency through dedicated teams [3] - Huel has recently integrated an electric Heavy Goods Vehicle (HGV) into its logistics operations, which is expected to save 8.5 tonnes of CO2 annually [4] - The workforce dedicated to Huel's operations has increased from 43 employees in 2019 to 120 employees, reflecting the growth of the partnership [5] Market Position - Huel has become the world's No. 1 Complete Nutrition Brand, with 500 million meals sold worldwide since its founding in 2015 [7] - The company is committed to improving health and sustainability, being B-Corp certified and focused on reducing food waste in its supply chain [8]

Let's get to our calls of the day. We're going to start with Uber since we were sort of in that space before talking Whimo, Tesla. Let's talk about Uber.Obviously, a number of business lines there, but the target was raised to 115 bucks from 95 and reiterated overweight at Morgan Stanley. They see the path forward for ride sharing and the Eats booking growth. Uh Joe, I'm going to start with you.You own this one. I believe they report on August 6. It's going to be an important report to understand if the str ...

Company Information - GXO Logistics, Inc. is the world's largest pure-play contract logistics provider [3] - The company has over 150,000 team members across more than 1,000 facilities, totaling over 200 million square feet [3] - GXO serves leading blue-chip companies, providing technologically advanced supply chain and ecommerce solutions [3] Upcoming Earnings Conference - GXO will hold its second quarter 2025 earnings conference call on August 6, 2025, at 8:30 a.m. Eastern Time [1] - The earnings results will be released after market close on August 5, 2025 [1] - A live webcast of the conference call will be available on investors.gxo.com [2] Access Information - U.S./Canada callers can access the conference call toll-free at 877-407-8029, while international callers can dial +1 201-689-8029 [2] - The conference ID for the call is 13754139 [2] - A replay of the conference call will be available until August 20, 2025 [2]

Core Insights - GXO Logistics has signed a multi-year agreement with Sky Italia to manage its supply chain, including storage of Sky's core products and merchandising [1][2] - The Colleferro warehouse, operational since 2010, spans 30,000 square meters and can store over 1 million Sky products, providing a scalable solution for peak business periods [2][3] - GXO's focus on innovation and direct staffing model were key factors in Sky's decision to partner with them, enhancing operational efficiency [3] Company Overview - GXO Logistics is the world's largest pure-play contract logistics provider, with over 150,000 employees across more than 1,000 facilities totaling over 200 million square feet [4] - The company specializes in solving complex logistics challenges for leading blue-chip companies, leveraging advanced technology in supply chain and e-commerce solutions [4]

We did have though the Russell 2000 posting its ninth day of gains in 10 S&P and NASDAQ coming off record highs and Steph you have the president talking about and threatening more tariffs and UBS really hits the nail on the head today. The remarkable resilience of the US equity market persists and that's what the story is and that's what the story remains. The question is can it continue to do that.It can tell tell our viewers why you think so. Yes, the market is resilient despite the noise with regards to ...

Core Insights - GXO Logistics, Inc. has launched GXO IQ, the first AI-powered intelligent platform specifically designed for the logistics industry, aimed at enhancing productivity and managing complex supply chains [2][3] - The platform leverages over 20 years of operational data and proprietary AI algorithms to orchestrate millions of actions across various logistics operations, including inventory distribution, order picking, and staffing [3][7] - GXO IQ will be commercially available in the second half of 2025, initially powering GXO Direct for U.S. customers [5] Company Overview - GXO Logistics is the world's largest pure-play contract logistics provider, with over 150,000 employees across more than 1,000 facilities, totaling over 200 million square feet [8] - The company focuses on solving complex logistics challenges for leading blue-chip companies through advanced supply chain and e-commerce solutions [8] Technology and Innovation - GXO IQ consists of four layers: Data Fabric Layer, AI Orchestration Layer, End-to-End Execution Layer, and Experience Layer, each contributing to a seamless and intelligent logistics operating platform [4][7] - The platform utilizes Google Cloud's Vertex AI and Snowflake Cortex AI, transforming logistics operations into an intelligent, interconnected ecosystem [4][3] - The AI algorithms within GXO IQ continuously predict demand shifts, manage inventory risks, and optimize order processes in real-time [7]

GXO Logistics (GXO 2.36%) shareholders have had to be patient in the years since the company was spun off from XPO in 2021. That event came at the height of the pandemic stock market boom, which was particularly kind to e-commerce businesses, and the new stock jumped out of the gate.However, GXO's stock tanked during the market-wide sell-off of 2022, and since then, the stock has struggled to build momentum amid broader weakness in the transportation and logistics industries. More recently, it has been held ...

Company Overview - GXO Logistics (GXO) shares increased by 12.1% to close at $47.97, with notable trading volume compared to typical sessions, and a 5.8% gain over the past four weeks [1] - The company appointed Patrick Kelleher as the new CEO, who has 33 years of global supply chain experience, previously working with DHL Supply Chain [2] Financial Performance - GXO is expected to report quarterly earnings of $0.50 per share, reflecting a year-over-year decline of 9.1%, while revenues are projected to be $3.08 billion, an increase of 8.1% from the previous year [3] - The consensus EPS estimate for GXO has been revised slightly higher in the last 30 days, indicating a potential for price appreciation [4] Industry Context - GXO operates within the Zacks Transportation - Air Freight and Cargo industry, where FedEx (FDX) also operates, closing 1.2% higher at $226.04, with a 2.1% return over the past month [4] - FedEx's consensus EPS estimate has decreased by 1.3% to $5.94, representing a year-over-year increase of 9.8%, and currently holds a Zacks Rank of 4 (Sell) [5]

Final trade, Josh Brown. What do you got. Oh, uh, for final trade, I'm gonna say Rocket.Um, I remain long. Thank you. Sorry to interrupt you.Jason Snipe, KKR, Jenny, GXO, new CEO announced today. Stocks up a lot, but it's still compelling valuation 16 times with great great earnings growth. Continue to buy Uber.A most favored name on this committee. All right, good stuff. Pos three. ...