江南时报讯 12月12日，江苏省消保委发布的网络货运服务平台消费调查报告显示，当前网络货运服务 平台的消费核心问题可归纳为四大类，包括价格机制不透明、平台信息与实际服务不符、服务质量参差 不齐、纠纷处理机制低效失衡。 在对货运平台的建议方面，问卷调查结果显示，受访者认为货运平台最需要改进的方面为费用透明化， 占比62.9%，反映出消费者对平台收费清晰、无隐藏费用的核心需求；其次，纠纷处理机制优化占比 44.3%，说明消费者希望平台在处理运输纠纷时能更高效公正；此外，司机资质审核加强和货物安全保 障措施分别占比41.4%、40%，售后服务响应速度占比35.7%。 针对调查中货运平台消费维权暴露的问题，省消保委建议，需从平台自律、政府监管、用户协同三个维 度发力，构建权责清晰、流程规范、权益保障到位的行业生态。 平台应清晰呈现计价逻辑，包括基础运费、附加费的计算方式，提供预估价明细拆解，使消费者能直观 了解费用构成；对司机来说，需明确抽佣基数、具体比例及动态调整规则，避免隐性扣费情形。 从司机角度来看，抽佣与收费规则争议频发。当前，网络货运平台多采取"会员+抽成"的运营模式。调 查中了解到，货拉拉采用分级会员体系 ...

Core Points - XPO, Inc. announced that Brad Jacobs will step down as Executive Chairman effective December 31, 2025, transitioning to a Special Advisor role until June 30, 2026, while Mario Harik will become Chairman of the Board and continue as CEO [1] - Harik's appointment as Chairman emphasizes the company's commitment to strategic continuity and long-term value creation for stakeholders [1] - Jacobs praised Harik's exceptional performance in various roles and expressed confidence in the company's future under his leadership [2] Company Overview - XPO, Inc. is a leader in asset-based less-than-truckload (LTL) freight transportation in North America, moving 17 billion pounds of freight annually [3] - The company serves 55,000 customers through 605 locations and employs 38,000 people across North America and Europe [3] - XPO is headquartered in Greenwich, Connecticut, USA [3]

CSX Corporation (NASDAQ:CSX) is included among the 15 Best Stocks to Buy for the Long Term. Morgan Stanley Raises CSX Price Target Amid Positive Freight Outlook Photo by NeONBRAND on Unsplash On December 8, Morgan Stanley raised its price target on CSX Corporation (NASDAQ:CSX) to $30 from $27 while maintaining an Equal Weight rating on the shares. The firm adjusted several ratings and targets across the freight transportation group as part of its 2026 outlook. It also upgraded its view of the overall fr ...

NORTH LIBERTY, Iowa, Dec. 09, 2025 (GLOBE NEWSWIRE) -- Heartland Express, Inc. (Nasdaq: HTLD) (the “Company”) announced today that the Company plans to integrate the U.S. operations of Contract Freighters, Inc. (“CFI”) into Heartland Express, effective December 31, 2025. The Company’s Chief Executive Officer, Mike Gerdin, commented, “We are excited to announce the integration and rebranding of the U.S. operations of CFI into Heartland Express, similar to several of our prior acquisitions. CFI Logistica, S.A ...

Core Insights - Soapstone Management sold its entire stake in Saia, amounting to 23,750 shares valued at $6.51 million, during the third quarter of 2025, resulting in a complete exit from the stock [2][3] - The sale reduced Soapstone's exposure to Saia by 4.4% of its reportable assets, and as of September 30, 2025, Saia no longer contributed to the fund's assets under management (AUM) [3] Company Overview - Saia, Inc. is a prominent North American provider of less-than-truckload (LTL) freight transportation, operating a large fleet and extensive terminal network [5][8] - As of December 5, 2025, Saia's stock price was $330.91, with a market capitalization of $8.81 billion, revenue of $3.23 billion, and net income of $283.62 million for the trailing twelve months (TTM) [4] Market Performance - Saia shares experienced a one-year decline of 36%, underperforming the S&P 500 by 49 percentage points [3] - Despite recent challenges, Saia has been acquiring terminals from former competitor Yellow, positioning itself for potential recovery as market conditions improve [11] Investment Perspective - The LTL industry is currently in a cyclical trough, and while Soapstone's exit may reflect a search for better short-term opportunities, Saia is viewed as a long-term buy-and-hold investment, still 45% below its all-time high [10][12]

J.B. Hunt Transport Services declined to offer a formal outlook for 2026 during an investment conference this week. However, the multimodal transportation provider emphasized its commitment to control the controllable in the coming year as it remains hopeful that conditions will finally improve after the calendar flips. While acknowledging that overall freight demand remains soft, management from J.B. Hunt (NASDAQ: JBHT) pointed to some green shoots and peak-like conditions across its five service offerin ...

Summary of J.B. Hunt Transport Services Conference Call Company Overview - **Company**: J.B. Hunt Transport Services (NasdaqGS: JBHT) - **Date**: December 02, 2025 - **Speakers**: Shelley Simpson (CEO), Brad Delco (CFO), Darren Field (President of Intermodal) Key Industry Insights - **Freight Market Trends**: The freight market remains challenging with a generally soft backdrop despite some pockets of tightness, particularly in the brokerage space [7][8][10] - **Customer Forecasting**: Customers have improved their forecasting capabilities post-COVID, leading to more accurate demand predictions [6][10] - **Peak Season Performance**: The peak season has materialized as expected, though it is not the strongest seen historically [6][10][18] Business Segment Performance - **Intermodal**: Strong growth in the Eastern Network with mid-single to double-digit volume growth, attributed to operational excellence and customer service [26][27] - **Dedicated Services**: Healthy pipeline of opportunities with a goal of selling 1,000 to 1,200 trucks of new business annually [22] - **Final Mile Services**: Facing challenges due to weak housing activity, which impacts demand for big and bulky products [23][86] - **Overall Business Units**: All business units, except for big and bulky final mile services, are experiencing a lift from peak season [18] Financial Performance and Cost Management - **Cost Reduction Initiative**: A $100 million cost reduction program is in place, with over 20% of the target achieved in Q3 [41][66] - **Structural Cost Savings**: Identified $100 million in structural costs that can be permanently removed from the business, independent of volume [46][47] - **Operational Excellence**: Focus on lowering cost to serve and improving efficiency through technology and process redesign [46][48] Outlook for 2026 - **Market Conditions**: While cautious about the overall market outlook for 2026, there is optimism regarding operational performance and potential for growth if demand improves [86][88] - **Customer Sentiment**: Customers are more settled regarding tariffs, which could positively impact demand [85][86] - **Regulatory Environment**: Potential regulatory changes could impact up to 400,000 drivers, but the timeline and enforcement remain uncertain [91][92] Additional Considerations - **Shareholder Returns**: J.B. Hunt has been returning value to shareholders through stock buybacks and maintaining a growing dividend for 21 consecutive years [75] - **Long-term Positioning**: The company is positioned for long-term success with a focus on operational excellence and cost management [101] This summary encapsulates the key points discussed during the conference call, highlighting the current state of the freight market, performance across business segments, financial strategies, and outlook for the future.

Core Insights - XPO reported a 5.4% decrease in LTL tonnage per day for November 2025 compared to November 2024, driven by a 2.2% decline in shipments per day and a 3.2% reduction in weight per shipment [1] Company Overview - XPO, Inc. is a leader in asset-based less-than-truckload (LTL) freight transportation in North America, moving 17 billion pounds of freight annually [2] - The company serves 55,000 customers through 605 locations and employs 38,000 people across North America and Europe, with its headquarters in Greenwich, Connecticut [2]

U.S. equity markets are experiencing a mixed afternoon on Monday, December 1st, 2025, as investors digest a confluence of factors ranging from lingering concerns over big tech valuations and cryptocurrency volatility to anticipation surrounding upcoming economic data and the Federal Reserve's next policy move. While major indexes initially faced headwinds at the open, they have shown resilience in afternoon trading, attempting to claw back losses.Major Market Indexes PerformanceAs of early afternoon ET, the ...

Core Insights - The article discusses the importance of accessing investment portfolios for effective management and decision-making [1] Group 1 - The need for secure sign-in processes to protect sensitive financial information [1]