Arrive Logistics has laid off five employees from its Toronto office as it reconfigures how the brokerage supports customers and carriers in Canada. Evan Pundyk, the company’s vice president of marketing, told FreightWaves the staffing reduction followed a review of Arrive’s broader strategy and represents “a very small portion” of the company’s workforce of more than 2,000 employees. “Following a review of the Arrive group’s strategy, we have retooled our Toronto office to support ongoing client interac ...

EastGroup Properties (NYSE:EGP) Q4 2025 Earnings call February 05, 2026 10:00 AM ET Company ParticipantsBrent Wood - EVP and COOMarshall Loeb - CEOMichael Griffin - DirectorReid Dunbar - PresidentStaci Tyler - EVP and CFOConference Call ParticipantsAlexander Goldfarb - Managing Director and Senior Equity Research AnalystBlaine Heck - AnalystBrendan Lynch - VP and Senior Research AnalystCraig Mailman - VP and Equity Research AnalystEric Borden - Senior Associate and Equity AnalystJessica Zheng - AnalystMike ...

Key Tronic (NasdaqGM:KTCC) Q2 2026 Earnings call February 03, 2026 05:00 PM ET Speaker3day and welcome to the Key Tronic FY 2026 Q2 investor call. Today's conference is being recorded. After the presentation, we will begin the question-and-answer period. At this time, I'd like to turn the call over to Tony Voorhees. Please go ahead.Speaker0Good afternoon, everyone. I am Tony Voorhees, Chief Financial Officer of Key Tronic. I'd like to thank everyone for joining us today for our investor conference call. Joi ...

Group 1: DSV's Investment and Expansion - DSV is constructing a new regional headquarters in Mesa, Arizona, with a total investment of $14.5 million, covering nearly 950,000 square feet [2] - The facility will consolidate various local service offerings, including air, ocean, and road transport, as well as contract logistics and inventory management, and is expected to employ up to 160 people at full capacity [3] - The completion of DSV's new headquarters and logistics hub is scheduled for 2027, aimed at supporting Arizona's growth in manufacturing and distribution [4] Group 2: Industry Trends and Developments - The investment by DSV is part of a broader trend of logistics and transportation companies expanding their cross-border facilities and services between the U.S. and Mexico, driven by nearshoring, manufacturing realignment, and e-commerce demand [6] - Kuehne + Nagel has expanded its bonded warehouse capacity in El Paso, Texas, to accommodate increasing freight volumes related to nearshoring and maquiladora production [6] - C.H. Robinson has also announced a significant expansion of cross-dock and warehousing space along the U.S.–Mexico border in El Paso to support rising cross-border volumes [7]

Core Insights - Mar Vista U.S. Quality Premier Strategy reported a return of +1.80% net-of-fees in Q4 2025, underperforming the Russell 1000® Index (+2.41%) and the S&P 500® Index (+2.65%) [1] - The U.S. equity market showed strong momentum in 2025, marking its third consecutive year of double-digit gains, with a notable recovery from a bear market dip in April [1] - The market leadership has narrowed, with mega-cap stocks and AI-driven companies dominating, but signs of broader market participation began to emerge in Q4 2025 [1] Company Insights - Mettler-Toledo International Inc. (NYSE:MTD) closed at $1,460.63 per share on January 16, 2026, with a one-month return of 3.41% and a 52-week gain of 12.75% [2] - Mettler-Toledo reported sales of $1.03 billion in Q3 2025, reflecting an 8% year-over-year increase, and has a market capitalization of $30.088 billion [4] - The company is well-positioned to benefit from global trends in automation, digitalization, and nearshoring, projecting mid single-digit revenue growth and low teens EPS growth through 2030 [3] Investment Sentiment - Mettler-Toledo is not among the top 30 most popular stocks among hedge funds, with 49 hedge fund portfolios holding its stock at the end of Q3 2025, up from 40 in the previous quarter [4] - While Mettler-Toledo is recognized for its potential, certain AI stocks are considered to offer greater upside potential with less downside risk [4]

Core Insights - The traditional nearshoring model is facing challenges as scaling by headcount alone does not guarantee better outcomes in a volatile freight market [1][3] - MySavant.ai aims to redefine nearshore operations by integrating intelligence into the process rather than relying solely on labor arbitrage [2][4] Company Overview - MySavant.ai was founded by logistics operators with extensive experience in nearshoring and business process outsourcing, addressing the limitations of traditional models [3][4] - The company is built on the foundation of Savant International, which has over eight years of experience in large-scale nearshore operations [4] Technological Innovation - MySavant.ai utilizes AI as an integral part of its operating system, enhancing productivity and efficiency rather than merely serving as an additional tool [5] - AI is embedded in daily workflows to manage repetitive tasks, prioritize work, and monitor output and quality in real time [5][6] Operational Efficiency - The integration of AI allows for earlier identification of performance risks and bottlenecks, leading to shorter ramp-up cycles and increased output per person [6] - Capacity planning becomes proactive, enabling operations to scale without losing discipline or predictability [6][7] Visibility and Management - AI provides real-time visibility into operations, allowing teams to respond quickly and maintain consistency without increasing management burdens for clients [7]

Group 1 - Kreston FLS has integrated FCM Consultores, enhancing its presence in the Bajío region of Mexico, a significant economic corridor [1][2] - The Querétaro team brings over 20 years of experience in audit, tax, accounting, and foreign trade, focusing on sectors such as automotive, aerospace, manufacturing, and construction [1][2] - The integration supports international businesses looking for nearshoring opportunities and facilitates foreign direct investment into the North American market [2] Group 2 - The Querétaro office creates a corridor linking the central industrial area with Kreston FLS locations in Hermosillo (north) and Mérida (south-east) [2] - New audit partners Alejandra Feregrino and Agustín Mendoza, along with accounting director Marcela Cabrera, have joined Kreston FLS as part of the integration [2][3] - Kreston FLS aims to empower clients engaged in business between Mexico City and Querétaro, supporting their expansion into the Bajío region [3][4]

Core Insights - The Mexican Peso has appreciated significantly against the U.S. Dollar, gaining 22% in 2025 due to higher interest rates in Mexico and nearshoring trends [4] - Economic confidence in Mexico is bolstered by strong wage growth, a booming tourism sector, and stable economic conditions under President Sheinbaum [3] - The seasonal analysis indicates that January is the second-best month for the peso, with historical patterns showing strong correlations in peso futures [6][7] Foreign Investment - Continued nearshoring with the U.S. and Canada, along with overall Foreign Direct Investment (FDI) into Mexico, is expected to drive strong demand for pesos [2] Economic Confidence - The tourism sector has set new records for international visitors and revenue, contributing to the peso's strength [3] - Stable economic conditions under the current administration have further supported the peso's performance [3] Seasonal Trends - The Mexican Peso futures have shown high correlation with previous years, particularly in March, indicating potential for new investments [6] - The 15-year seasonal pattern for the peso begins trending up in early January, suggesting favorable trading conditions [8] Trading Opportunities - The USD/MXN spot forex pair is the most popular and liquid way to gain exposure to the Mexican Peso, with futures available on the CME for hedging or speculation [10] - The technical outlook remains positive, with the peso respecting a rising 50-day moving average and seasonal patterns indicating strength in January and March [11]

Core Insights - The article discusses how multipolarity, deglobalization, and nearshoring are expected to lead to a structural increase in inflation, as predicted by economists [1] Group 1: Economic Trends - Multipolarity is emerging as a significant trend, indicating a shift in global power dynamics that may affect economic stability and inflation rates [1] - Deglobalization is highlighted as a factor that could disrupt traditional supply chains, potentially leading to increased costs and inflationary pressures [1] - Nearshoring is becoming more prevalent as companies seek to relocate production closer to their consumer markets, which may also contribute to rising inflation due to higher operational costs [1] Group 2: Inflation Predictions - Economists predict that these trends will not only affect current inflation rates but may also lead to a long-term structural shift in how inflation behaves in the global economy [1] - The anticipated increase in inflation is expected to be driven by changes in trade patterns and production locations, which could alter pricing dynamics across various industries [1]

Core Insights - The article highlights the expertise of Michael Del Monte as a buy-side equity analyst specializing in technology, energy, industrials, and materials sectors [1] Group 1: Analyst Background - Michael Del Monte has over a decade of experience in professional services across various industries including Oil & Gas, Oilfield Services, Midstream, Industrials, Information Technology, EPC Services, and consumer discretionary [1]