Tariff exposure round-up – Fedex, UPS, CH Robinson & Expeditors
…and the Class I railroads?
HD: DIY RE-PRICINGZIM: A RISING TIDE LIFTS ALL BOATSTSLA: CHINA THREATDAC: KEY REMARKSDAC: SURGING GM: SUPPLY CHAIN WOESMAERSK: ROTTERDAM TEMPORARY SUSPENSION OF OPERATIONSATSG: OWNERSHIP UPDATERXO: COYOTE FILLIP GONEGM: SUPPLY CHAIN HITBA: CUT THE FAT ON THE BONER: STEADY YIELDMAERSK: SELL-SIDE UPDATESDAC: TRADING UPDATE OUT SOONTSLA: FEEL THE PAIN IN CHINAWMT: GUESS WHATXPO: SURGINGAMZN: LOOKING FORWARD
HD: DIY RE-PRICINGZIM: A RISING TIDE LIFTS ALL BOATSTSLA: CHINA THREATDAC: KEY REMARKSDAC: SURGING GM: SUPPLY CHAIN WOESMAERSK: ROTTERDAM TEMPORARY SUSPENSION OF OPERATIONSATSG: OWNERSHIP UPDATERXO: COYOTE FILLIP GONEGM: SUPPLY CHAIN HITBA: CUT THE FAT ON THE BONER: STEADY YIELDMAERSK: SELL-SIDE UPDATESDAC: TRADING UPDATE OUT SOONTSLA: FEEL THE PAIN IN CHINAWMT: GUESS WHATXPO: SURGINGAMZN: LOOKING FORWARD
CH Robinson chief strategy and innovation officer Arun Rajan writes:
Disruption is what drives true innovation. I know — because I’ve spent my career with industry disruptors like Zappos, Amazon and Travelocity. When I joined C.H. Robinson, I saw the logistics industry as one on the brink of significant transformation — full of potential for innovation. However, the real advantage in this space lies in the hands of scaled incumbents with rich domain expertise, ready to disrupt from within to spearhead industry evolution.
Newer entrants to the industry, especially those trying to establish their niche, often claim that the supply chain industry is broken. Sure, they’re partly right, but technology alone won’t solve it. Despite massive investments, these new players haven’t achieved success (or profits) at scale. That’s where companies like C.H. Robinson are in the pole position — possessing the combination of scale, deep expertise, tech, and relationships to make a huge impact.
We’re not about narrow technology solutions; we connect supply chain data for thousands of customers, enhancing their experience and transforming industry economics. Shippers need partners who understand global supply chain complexities, not disjointed solutions. They need integrated, comprehensive experiences…
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