Q4/FY update – UBS on CH Robinson: 'Strong execution, idiosyncratic drivers remain'
“Solid 4Q EPS [earnings per share] despite rising spot rates; Cycle likely the key to ...
Sourced from CH Robinson, updated 18 April 2024.
Top story: Supply and demand imbalance continues to linger
In today’s market, there’s an imbalance between carrier supply and demand, driven by the surge of carriers entering during the Covid period. Despite a gradual decrease in carrier counts over the past year, achieving balance remains a challenge due to the lingering effects of increased competition and slower retraction.
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Upcoming Seasonal Disruptions in Trucking
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