Comment / Now gauge the full downside with JB Hunt

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“It’s the hardest freight market in my 30-year career and I think certainly for the entire leadership team.” – Q1 24 conference call with analysts, 16 April 2024, closing remarks of JB Hunt’s soon-to-be CEO Shelley Simpson.

JB Hunt (JBHT): the coin is in the air, I wrote on 19 January.

Now?

Underwhelming, to say the least.

Yet fully aware, you must give that to management.

Three months later…

For all the promotional material shared with equity research analysts during a call that followed the release ...