Transportation / Logistics Industry Consulting

Digital brokers unable to disrupt traditional brokers PUBLISHED SOURCE January 2, 2020 Journal of Commerce SJ predicted that it will take more than being digital to disrupt the brokerage industry

INDUSTRY INTRODUCTION October 19, 2023 Journal of Commerce

Convoy (digital broker) says it will shut down operations, sell off technology amid market downturn

SJC FORESIGHT: 2 Years, 9 Months

Diversion of parcel volume from UPS due to prospect of work stoppage by Teamsters on Aug 1, 2023 PUBLISHED SOURCE July 31, 2023 Freightwaves SJ estimated diversion from Teamsters strike related threat was 5% of ADV of 18.67 million or 933,500 Freightwaves

INDUSTRY INTRODUCTION August 8, 2023 UPS Q2, 2023 earnings release

UPS announced that Teamsters strike threat contributed to diversion of 932,000 ADV during Q2 of 2023. (see UPS earnings call transcript/presentation)

SJC FORESIGHT: 1 Week

INDUSTRY INTRODUCTION April 5, 2023 FedEx Announces planned consolidation of operating companies

Thru Drive, FDX expects to generate $4 billion of permanent cost reductions in FY 2025. (see press release below)

SJC FORESIGHT: 4 Years

Satish: You were right and I was wrong that Teamster's will not settle with UPS without a strike. Thank you for everything you do for the industry, or as you put it "your industry". I always look forward to speaking with you because I learn something new each time.

President of a regional LTL carrier

President of another regional LTL carrier