Norfolk Southern's COO quit mid-merger – nobody's asking the right question
Leadership bench optimized for integration, but if the deal falls apart…
Easier to start where we left it last week, when I argued:
“What I’d love – given that its original plan to grow aggressively via large M&A has been apparently shelved – is a trucking/contract logistics break-up story that a few investors, too, I gather, would find very attractive if properly crafted and marketed.”
Whether bragging hard now is deserved or not after yesterday’s news (screen grab below), what matters is that XPO Logistics is pulling out all the stops to drive ...
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