Catering to the winners – SONAR subscribers beat the market
In this report, we revisit an October 2021 report that highlighted how the shares of publicly traded SONAR subscribers outperformed their peer groups. We did not suggest in that report that subscribing to SONAR was driving that outperformance, and we do not suggest anything similar here. In fact, we consider the opposite to be more […]
Navigating the Yellow Corp. Crisis: Implications and Strategies for LTL Shippers
At the time of writing, Yellow has announced that it would defer its required contributions — including those for pensions — for June and July, collectively totaling more than $50 million in missed payments. In response, the International Brotherhood of Teamsters issued a strike notice that could lead to work stoppages as soon as Monday. […]
The rise and fall of lead times
During the pandemic years of 2020-21, retailers were subjected to unprecedented volatility in transportation markets. After a spike in e-commerce activity, imports flooded the U.S. and led to persistent, widespread congestion at ports as containers took weeks to clear their terminals. This maritime congestion played havoc with rail networks, which were similarly inundated with shipment […]
The price you pay: dissecting cost in your routing guide
The waterfall theory of freight highlights the impacts that routing guides have on the relationship between shippers and carriers. In a soft freight environment, much like the current environment, routing guides remain largely intact as carriers accept nearly all of the freight, thus rates remain depressed, freight moves in a more predictable pattern and hitting […]
Prolonged down cycle, is timing the up cycle possible?
In a highly cyclical industry like over-the-road freight transportation, market conditions can shift at a moment’s notice and shippers often don’t have the data to react to changing conditions in real time. While the freight market shows no signs of bottoming in the short term, FreightWaves SONAR provides market participants the ability to identify real-time […]
