Amazon’s antitrust defense system is being fortified - Great Quarter, Guys
Andrew Cox is alongside Lead Economist Anthony Smith to discuss Amazon’s record Q2 results that still weren’t quite enough to please Wall Street analysts. The two also talk through some transportation earnings, and discuss a host of economic data and freight news.
The importance of a Bed Bath & Beyond deal for Ryder System -Great Quarter, Guys
Andrew Cox is alongside Lead Economist Anthony Smith to discuss the Bed Bath & Beyond and Ryder System supply chain partnership with Steve Sensing, President, Global Supply Chain Solutions at Ryder System. Andrew and Anthony also discuss peak parcel season, Tesla Semi delay, non-defense capital g...
Our favorite analyst’s favorite transportation stocks - Great Quarter, Guys
Sr. Retail Analyst Andrew Cox is alongside Lead Economist Anthony Smith for an episode with a long awaited guest: Amit Mehrotra, Deutsche Bank Managing Director, Transportation & Shipping. Amit recently made a call for his favorite stocks in his coverage, and has one of the most bullish outlooks ...
Knight-Swift acquisition, consumer spending and Bangladesh - Great Quarter, Guys
Andrew is joined first by former president and CEO of the American Apparel and Footwear Association Rick Helfenbein to detail the impact Bangladeshi lockdowns will have on the apparel industry. Then Lead Economist Anthony Smith joins the show to walk through the most recent consumer spending and ...
Consumer confidence soaring but goods demand flatlining - Great Quarter, Guys
Andrew Cox is once again alongside FreightWaves Lead Economist Anthony Smith to discuss recent consumer confidence data and spending expectations. Parker Woodward, Marketing Director at route optimizer Route4Me, joins the show to discuss shipping delays and how the parcel industry is adapting to ...
What early Prime Day data says about consumers - Great Quarter, Guys
Andrew is alongside Lead Economist Anthony Smith for a double-header guest episode with appearances by Richard Greening, Global Technical Director at DDC FPO, and Glenn Koepke SVP, Customer Success at FourKites. Today’s focus is on Prime Day data thus far and what it tells us about consumers, inv...
Andrew is alongside Lead Economist Anthony Smith to dive into slowing retail sales, stumbling housing data, and producer price increases. The two are joined by FreightWaves Maritime Expert Henry Byers to understand what drove The Home Depot to charter its own ship, and also to discuss the current...
Service sector tsunami crippling supply chains - Great Quarter, Guys
Andrew is joined by Lead Economist Anthony Smith to discuss the roaring services economy and its impact to supply chains across the nation. And the two welcome Daniel Hackett, Partner at global maritime advisory Hackett Associates to talk imports, port congestion and maritime trends.
Inflation up, sentiment down - is it worrisome yet? - Great Quarter, Guys
Andrew is joined by Lead Economist Anthony Smith to discuss some mixed recent economic data, including inflationary pressures and waning consumer sentiment. The two are also joined by Bill Catania, Founder and CEO of final mile delivery orchestration platform OneRail to better understand how the ...
Are FedEx and UPS leaving B2B customers out to dry? - Great Quarter, Guys
Andrew is joined by former co-host and executive publisher Kevin Hill to chat with Dick Meltzer, CEO of regional parcel carrier LSO to get a better understanding of what regional parcel demand looks like right now. The three discuss the recent peak surcharges implemented by UPS and FedEx and it m...
The retail foot traffic recovery story - Great Quarter, Guys
Andrew Cox is joined by co-host Anthony Smith, Lead Economist at FreightWaves, to discuss the retail foot traffic recovery story with Placer.ai's Ethan Chernofsky. Ethan is the VP of Marketing at Placer, a retail analytics firm with the best foot traffic data around. Ethan joins the crew to discu...
Is 2021 peak earnings for the brokers? - Great Quarter, Guys with JP Hampstead
Director of Passport Research JP Hampstead joins Andrew to discuss Q1 freight brokerage financial results. But not before we discuss a rumor that Tesla is sold out for Q2 already, Simon Property Group, and TuSimple Q1 results.
Seth's Last Hoorah: The shipping tsunami headed our way - Great Quarter, Guys
On this very special and rather sad day, Andrew and Seth co-host Great Quarter, Guys for the final time together. The two discuss UPS earnings, Lowe's private label acquisition, the Crocs Comeback, and the potential shipping tsunami headed for a port near you.
The most important economic data for freight right now - Great Quarter, Guys
Andrew Cox is joined by a special co-host, FreightWaves Lead Economist Anthony Smith, for episode 66. Andrew introduces a new Chart of the Week segment, the two debate the bidding war for Kansas City Southern, and discuss the most important economic data for trucking right now.
Trucking stocks and valuations - Great Quarter, Guys
Andrew and Seth interview UBS Senior Equity Research Analyst Tom Wadewitz about the rationale behind his recent trucking downgrade, his favorite stock picks in transports, what he thinks of the CPKC merger and more.
What the Suez blockage means for US consumers - Great Quarter, Guys
Andrew and Seth are joined by Rick Helfenbein, former President and CEO of the American Apparel & Footwear Association to discuss the Suez Canal blockage's impact on the US consumer. The three also debate China's overnight squeeze on American brands, but not before Andrew and Seth chat consumer s...
DFMs and legacy brokers will become hardly distinguishable - Great Quarter, Guys
Live from the 3PL Summit, Andrew and Seth are joined by Stifel's Bruce Chan to discuss where we are in the freight cycle. Bruce, decorated transport analyst and a veteran of the show, brings thoughtful insights on broker technology, DFMs vs legacy brokers, and much more.
Does the market get any better? - Great Quarter, Guys
Last week, UBS analysts Tom Wadewitz, Alex Johnson and team asked 'Can the Market Get Any Better?'. On today's Great Quarter, Guys, Seth Holm and I will answer that question with SONAR data, discuss the truckload stock downgrades, and give our own expectations for the next few months.We're also t...
Strongest consumer backdrop in decades - Great Quarter, Guys
Andrew and Seth are back in the saddle after a week-off. There have been a bevy of intriguing stories emerge over the past two weeks, so today the lads discuss the consumer backdrop and recent stimulus news, the Wall Street upgrades on the trucking sector, USX has given us a little more detail on...
Getting things done in times of crisis - Great Quarter, Guys
Andrew has Kevin Hill back at the helm today for an event-themed episode. We have two sets of fantastic guests; Mustafa Azizi from Zuum, and Michelle Livingstone and John Drake from Home Depot. Before guest discussions, Andrew and Kevin chat Walmart earnings, and debate cardboardless e-commerce.
Can Ancora reverse Forward Air? - Great Quarter, Guys
Andrew and Seth discuss the recent circling of Forward Air (NASDAQ: FWRD) by activist inventor Ancora Holdings. The two also debate consumer spending and consumer sentiment data, Apple's inability to find an auto partner, and whether Jaguar is making the right move going all electric by 2025.
Who's got the best drop-and-hook strategy? - Great Quarter, Guys
Andrew and Seth discuss the rise of drop-and-hook programs over the past year and debate which logistics provider has the best strategy. But not before a full slate of 'You Care or Nah', including Tesla buying bitcoin, Amazon's renewable natural gas truck order, Container Store earnings, and MORE.
Have trucking stocks peaked? - Great Quarter, Guys
Andrew and Seth debate whether trucking stocks can continue rising after strong past couple months. They also discuss a rapid vaccine rollout's impact to trucking, Uber acquisition, UPS earnings, and more.