Comment / CH Robinson: bang in the middle of the perfect storm

ID 168765331 © John Sirlin |

Thirty-seven minutes of rather hollow, albeit mildly motivational, prepared remarks out of a one-hour call with the analysts, none of whom seemed overly keen to challenge the management of a company that is moving from stress to stress in a difficult trucking brokerage market.

(No point in adding another load onto the management’s shoulders yesterday, 31 January, after the US markets closed.)

Welcome to the Q4/annual 2023 call of CH Robinson (CHRW) from Eden Prairie, Minnesota. Where, trying to survive this “elongated ...