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Latest supply chain data looks eerily like a freight recession
CNBC Television· 2025-10-08 19:04
Welcome back to the exchange. FedEx lowered today after JP Morgan downgraded shares to neutral from overweight, lowered their price target by 10 bucks to $274 per share. You can see all those shares are down fractionally now.They're writing any potential upside from FedEx's strategic turnaround will be offset given the quote significant headwinds from a difficult industrial backdrop and increasing competition. Meanwhile, a key freight indicator also flashing a warning sign in what is usually a boom month fo ...
Morgan Stanley cuts TL, LTL earnings outlook
Yahoo Finance· 2025-10-06 19:34
Trucking analysts are trimming expectations for the back half of the year ahead of the third-quarter earnings season, which begins next week. Join the leaders shaping freight’s future atF3: Future of Freight Festival, Oct 21-22.Network with the industry’s best and discover what’s next. Register now! Morgan Stanley (NYSE: MS) transportation and logistics analyst Ravi Shanker cut earnings-per-share estimates by low-single- to high-teen percentages for most of the truckload and less-than-truckload carriers ...
Produce Consumption Patterns are Driving Cold Chain Recovery
Yahoo Finance· 2025-09-25 14:53
The Southeast Produce Council released its  “What’s New 2025” report and it reveals how produce shippers are driving recovery for cold chain highway transportation. As the trucking industry hopes to emerge from what many call an extended and difficult downturn, one segment offers particular promise for recovery: cold chain refrigerated transportation. The produce industry, valued at $48 billion in retail sales, is undergoing a generational transformation that could reshape cold chain logistics for years to ...
Holzgrefe: Uncertainty eased with tax bill and tariff deals, helping customer outlook
CNBC Television· 2025-07-30 11:32
Operating Ratio & Efficiency - The company's operating ratio increased significantly year-over-year, from 833% last year to 878% this year, indicating potential inefficiencies [1] - However, the company saw sequential efficiencies across its network from Q1 to Q2, with the operating ratio improving from around 91% in Q1 to 878% in Q2, a positive trend [2] Expansion & Investment - The company invested in 21 new facilities last year as part of an organic expansion, which contributed to expense headwinds and inefficiencies [2] - The company emphasizes the importance of recouping costs due to the significant investments required to support customers' businesses and growth [8][9] Market Dynamics & Customer Needs - Customers like Walmart, Starbucks, and Dell are expressing their needs going forward [4] - Uncertainty in the market has decreased due to the passing of the tax bill through Congress and recent tariff agreements [5] - While customers may not be entirely positive yet, the reduction in uncertainty is a step towards improvement through the balance of the year into next year [6] - The company's revenue per shipment increased almost 3% year-over-year [6] - The underlying costs in the LTL business are inflationary [8] Rail Consolidation - Rail consolidation does not directly impact the company's business, but it does affect the broader freight complex [8]