Comment / CH Robinson's unfinished opera

ID 3348406 © Dana Rothstein | Dreamstime.com

’La donna é mobile’ (from Verdi’s Rigoletto) for the intro to a Q1 23 investor call always sets the bar high. That was the case for CH Robinson (CHRW) too when the US market closed yesterday and the 3PL released its interims*.

(*Numbers: the 8-K is here, the investor pack is here – readings across the board could have been materially worse, it’s all about cost control now, however.)

Yet, with all due respect, the key takeaways were rather underwhelming.

With little to add ...