Strategic Solutions in the Transportation & Logistics Industry

Why RPS is the most successful transportation startup ever6/3/26Why RPS is the most successful transportation startup everRead Article...FedEx and UPS need to move up the e-commerce food chain4/15/26FedEx and UPS need to move up the e-commerce food chainRead Article...LTL Pricing Failure1/5/26LTL Pricing FailureRead Article...UPS needs a win-win-win strategy for B2C delivery11/13/25UPS needs a win-win-win strategy for B2C deliveryRead Article...What grounded UPS and FedEx planes mean for Holiday shipping11/12/25What grounded UPS and FedEx planes mean for Holiday shippingRead Article...FedEx’s road to fortune: Adopt gig worker model and dominate B2C delivery10/21/25FedEx’s road to fortune: Adopt gig worker model and dominate B2C deliveryRead Article...FedEx Dataworks: A gem in the right hands8/13/25FedEx Dataworks: A gem in the right handsRead Article...Shifting fortunes in parcel delivery continue to redraw the landscape5/29/25Shifting fortunes in parcel delivery continue to redraw the landscapeRead Article...US Postal Service belongs under executive branch5/12/25US Postal Service belongs under executive branchRead Article...FedEx, UPS lose parcel market share to big retailers, small couriers4/11/25FedEx, UPS lose parcel market share to big retailers, small couriersRead Article...
FORECAST RECORD
Last mile delivery by retail parcel stores PUBLISHED SOURCE May 1, 2018 Presentation at RSA Expo SJ recommended to 400+ retail parcel store attendees to partner with Amazon to offer last mile delivery

INDUSTRY INTRODUCTION March 31, 2026 Amazon Brazil is using retail stores for last mile delivery

Amazon in Brazil is partnering with SMEs for local package deliveries. Participating stores can earn up to R$30k (USD 5,800) per year based on delivery volume.

SJC FORESIGHT: 7 years, 10 months
Class 1 rails on west and east should merge to create trans-continental rail networks PUBLISHED SOURCE March 21, 2016 Journal of Commerce SJ made a case for such mergers among the 4 Class 1 railroads as being of greater value than CP’s attempt to merge with NSC under Hunter Harrison

READ ARTICLE

INDUSTRY INTRODUCTION July 29, 2025 Union Pacific and Norfolk Southern press release

UNP and NSC announced an agreement to create America's first transcontinental railroad

SJC FORESIGHT: 9 years, 3 months
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

READ ARTICLE

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
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