Vertical integration – where mentality and numbers clash
Looking for answers
Whether trucking and intermodal company JB Hunt (JBHT) actually tops your interest in logistics doesn’t matter at all, yet stock market reaction to its formidable Q4 21/annual update should.
Opening this earnings season in supply chain (yippee-ki-yay ******!), JB Hunt management pulled out all the stops to make sure that the investor community would be pleased to hear the story. It worked.
But only to a limited extent – a lesson, perhaps, for all of you preparing to face the jury’s verdict ...
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Alex Lennane
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During August 2023, please contact
Alex Whiteman
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Alessandro Pasetti
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