Transportation / Logistics Industry Consulting

FedEx will enhance shareholder value by spinning off Freight PUBLISHED SOURCE November 3, 2021 Journal of Commerce SJ predicted in an open letter to Fred Smith that he should spin-off Freight for huge shareholder value creation

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INDUSTRY INTRODUCTION June 25, 2024 FedEx Q4, FY 2024 earnings release

FedEx mgmt. and BOD are conducting an assessment of the role of Freight in company’s portfolio structure and potential steps to further unlock sustainable shareholder value.

SJC FORESIGHT: 2 years, 8 months

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

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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

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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

Satish, You did amazing yesterday at the Supply Chain Summit!! Thank you very much for kicking things off and such a great contribution to the day. Your level of expertise was on another level and we’ve gotten excellent feedback already from your session. Thanks!

Matt Wagner, Chief Sales & Marketing Officer, Jarrett Logistics

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

Satish: Enclosed is my check for a lost bet regarding the UPS strike. When it looked like you might lose the bet, you wrote a letter that convinced the union it would be in their best interest not to strike. You will do anything to win a bet.

President of another regional LTL carrier

Strategic Solutions in the Transportation & Logistics Industry

Interest in US LTL M&A activity seen rising as 2025 approaches

New parcel sector dynamics eroding the stranglehold of FedEx and UPS

FedEx and UPS must adapt to changing parcel landscape

Satish Jindel commentary suggesting FedEx spin off Freight

FedEx to 'reassess' LTL division's future in bid to leverage recent success

FedEx explores divestment of Freight business

US parcel delivery needs a revamp - but integrators are in the driving seat

Parcel carriers still operating according to 1980s narrative

Satish, You did amazing yesterday at the Supply Chain Summit!! Thank you very much for kicking things off and such a great contribution to the day. Your level of expertise was on another level and we’ve gotten excellent feedback already from your session. Thanks!

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.

Satish: Enclosed is my check for a lost bet regarding the UPS strike. When it looked like you might lose the bet, you wrote a letter that convinced the union it would be in their best interest not to strike. You will do anything to win a bet.