Welcome back to Market on Close. I'm Sam Bartis at the New York Stock Exchange. So, here's some final thoughts on basically the weak session that we saw.Two big stories really driving the market narrative this week. The Fed and the AI trade. The markets really got what they wanted with that 25 basis point cut, but investors also took Pal's comments as less hawkish than expected.A big part of this was to do with the so-called mini QE, the plan to buy $40 billion in T bills starting from today. Now the reason ...

Core Viewpoint - Ryder System, Inc. announced a planned CEO transition, with current CEO Robert E. Sanchez set to retire on March 31, 2026, and John J. Diez named as his successor, which has raised concerns among investors regarding the impact on the company's strategy and continuity [1][2]. Group 1: Leadership Transition - Robert E. Sanchez will step down as CEO effective March 31, 2026, but will continue to serve as executive chair to ensure continuity [1]. - John J. Diez has been appointed as the next CEO, effective the same date, and will also join Ryder's board of directors [2]. - The transition is described as part of a well-planned succession process by the management [2][3]. Group 2: Board and Management Commentary - Michael F. Hilton, Ryder's lead independent director, expressed gratitude for Sanchez's leadership and strategic vision, highlighting the excellent results and record shareholder value achieved during his tenure [3]. - Diez, who currently serves as president and COO, has a strong background with the company, having previously held the role of CFO and led fleet management and dedicated transportation units [4]. - Sanchez expressed confidence in Diez's ability to lead the company, citing their two-decade working relationship and Diez's deep understanding of the business [4]. Group 3: Market Reaction - Following the announcement of the CEO transition, Ryder System shares fell by 2.65%, trading at $192.76 at the time of publication [5].

Core Viewpoint - Ryder System, Inc. announces the retirement of Chairman and CEO Robert E. Sanchez effective March 31, 2026, with John J. Diez set to succeed him as CEO on the same date, as part of a planned succession strategy [1][2]. Group 1: Leadership Transition - Robert E. Sanchez has been with Ryder since January 2013 as CEO and May 2013 as Chairman, and will transition to the role of executive chair to facilitate a smooth leadership change [2]. - John J. Diez, currently President and COO, has been with Ryder for over 20 years and has a strong track record in various leadership roles, including executive vice president and CFO [3][5]. Group 2: Company Strategy and Performance - Sanchez has been credited with delivering excellent results and record shareholder value through a balanced growth strategy that has improved returns and transformed Ryder's business profile [3]. - Diez expressed confidence in continuing Ryder's growth, particularly as supply chain complexities increase and demand for port-to-door services rises [3]. Group 3: Company Overview - Ryder System, Inc. is a fully integrated logistics and transportation company providing a range of services including supply chain solutions, dedicated transportation, and fleet management across the U.S., Mexico, and Canada [5]. - The company manages nearly 250,000 commercial vehicles and operates approximately 300 warehouses, totaling over 100 million square feet [5].

Seattle, Washington-based Expeditors International of Washington, Inc. (EXPD) is a leading third-party logistics provider. With a market cap of $20.3 billion, Expeditors offers global logistics management, including international freight forwarding and consolidation, for both air and ocean freight. Companies worth $10 billion or more are generally described as “large-cap stocks.” Expeditors fits right into that category, with its market cap exceeding this threshold, reflecting its substantial size and in ...

Maersk names Robert Erni as CFO, tapping a logistics veteran as Denmark’s biggest company pushes to expand in the sector https://t.co/PfDHoahEJT ...

Core Insights - The partnership between Stone Brewing and Flock Freight has led to a significant reduction in transportation costs and environmental impact while maintaining high service levels [1][2]. Group 1: Transportation Strategy - Stone Brewing has implemented a blended transportation strategy that includes Shared Truckload (STL), resulting in a 23% reduction in spending on underutilized truckloads [1]. - The company achieved a 99% on-time pickup rate and a 97% on-time delivery rate in the first year of this partnership [1]. - The initiative eliminated 195 metric tons of CO2e emissions in the first year [1]. Group 2: Service Improvement - The collaboration with Flock Freight has positively impacted service KPIs and customer experience, allowing for proactive planning and faster responses to changes [2]. - Enhanced flexibility and visibility in operations have strengthened customer relationships and supported long-term growth [2]. Group 3: Shipping Challenges - Beverage shipping often requires a unique approach due to fluctuating order volumes influenced by distributor demand, promotions, and seasonality [3]. - Traditional Less Than Truckload (LTL) methods can introduce delays, while full truckload options may lead to unused space and higher costs [3]. Group 4: Network Design - Stone Brewing has developed a flexible network design that adapts based on volume, lane density, and lead time, ensuring smooth operations while safeguarding service KPIs [4]. Group 5: Optimization Process - Flock Freight utilizes patented pooling technology to evaluate shipments in real-time, recommending the most efficient mode of transport [5]. - The system adjusts between STL, single-stop, and multi-stop truckload options based on volume and lane patterns to meet scheduling requirements [5]. Group 6: Proactive Planning - Flock Freight provides trend analysis and KPI tracking, enabling Stone Brewing to anticipate market shifts and plan confidently during seasonal demand spikes [6]. - Key initiatives include using STL for mid-sized shipments, multi-stop truckload for higher-volume deliveries, and single-stop truckload for direct moves [6]. Group 7: Appointment Management - The strategy includes planning around appointment constraints to avoid penalties and delays, blending STL, multi-stop, and truckload modes as market conditions change [7]. - Prioritizing service standards is essential to protect relationships with distributors and retailers [7].

Lean Solutions Group has spent the last decade building its reputation as a people-first partner in the logistics industry. Its embedded teams became fixtures inside freight brokerages, 3PLs, and carriers across North America, powering back-office operations and customer service functions with nearshore talent. But the company’s newest technology announcements, LeanTek AgentEdge and LeanTek Connect, signal a deliberate evolution. Lean is no longer just adding people to its customers’ operations; it is de ...

Amazon says its same-day perishable grocery delivery service has reached 2,300-plus communities.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Now, Amazon is planning additional growth in 2026 as it finds itself o ...

Group 1 - MasterCraft Boat Holdings, Inc. (MCFT) experienced a price drop of approximately $5 or 20% over the past three months despite an optimistic outlook from analysts [1] - The market's stance on MCFT is understood by analysts, indicating a recognition of broader market conditions affecting the stock [1] Group 2 - The analyst has nearly two decades of experience in the logistics sector and a decade in stock investing and macroeconomic analysis, focusing on ASEAN and NYSE/NASDAQ stocks [1] - The analyst's investment strategy includes diversification across various industries and market cap sizes, with holdings in banks, telecommunications, logistics, and hotels [1] - The analyst began trading in the US market in 2020 and has been utilizing analyses from Seeking Alpha to compare with the Philippine market [1]

Summary of B.O.S. Better Online Solutions Conference Call Company Overview - **Company Name**: B.O.S. Better Online Solutions (NASDAQ: BOSC) - **Industry**: Supply Chain Technologies, specifically in Defense and Aerospace sectors - **Key Executives**: Eyal Cohen (CEO) Core Points and Arguments Business Segments - **Robotic Division**: Automates inventory processes, replacing manual labor with robotic solutions [2][5] - **RFID Division**: Focuses on inventory tracking and end-of-line automation, providing comprehensive supply chain automation technologies [3][4] - **Supply Chain Division**: Integrates electromechanical components into clients' products, generating long-term OEM revenues [2][3] Growth Strategy - **Component Integration**: Growth driven by the number of components embedded in client products; engineering team doubled and manufacturers tripled over two years [3][10] - **Defense Sector Focus**: 90% of backlog in defense; major clients include Elbit Systems and Israel Aerospace Industries [7][19] - **International Expansion**: Targeting markets like India for wire and connector assembly, with international revenue growing by 24% year-over-year [10][24] Financial Performance - **Revenue Growth**: Revenue increased by 28% year-over-year to $38 million; net income grew by 54% to $2.8 million [10][11] - **Strong Balance Sheet**: Cash and equivalents rose to $7.3 million; shareholders' equity at $25 million, representing 66% of the balance sheet [10][11] - **Backlog**: $24 million backlog covering approximately 50% of annual revenues [11] Market Dynamics - **Defense Budget Increase**: Global defense budget growth expected to positively impact B.O.S.'s growth [12][19] - **Geopolitical Conditions**: Stabilization in the Middle East may benefit the Israeli civil market and RFID division [12][21] Competitive Advantages - **Integrated Solutions**: Synergy between robotics and RFID divisions enhances competitive positioning [8][9] - **Specialization**: Focus on electromechanical components and partnerships with global industry leaders [8] Challenges and Mitigation - **Foreign Exchange Impact**: U.S. dollar depreciation against the Israeli shekel created $500,000 in additional costs; strategic price adjustments and operational efficiencies being implemented [22][23] - **Margin Management**: Gross margins reached nearly 25%; expected to stabilize between 25% to 30% due to product mix [23] Future Outlook - **Revenue Guidance**: Upgraded financial outlook for 2025, expecting revenue between $45-$48 million and net income between $2.6-$3.1 million [11] - **M&A Strategy**: Targeting acquisitions valued up to $10 million, focusing on companies with strategic fit and strong management [14][18] Additional Important Points - **Investor Relations**: Increased market exposure through improved investor relations strategy; average daily trading volume increased to 130,000 shares [15][16] - **Operational Efficiency**: Ongoing digitization and AI integration to enhance operational activities [23] - **Market Opportunities**: Growth potential identified in U.S. and European markets through existing client relationships [24]