Trucking Sector Grows As LTL Struggles Parcel Pricing Holds Firm

Trucking Sector Grows As LTL Struggles Parcel Pricing Holds Firm

The TD Cowen-AFS Freight Index report reveals emerging signs of recovery in the trucking market, despite persistent overcapacity. Parcel shipping pricing strategies are proving effective, although intense competition for discounts remains. Less-than-truckload (LTL) pricing remains robust but faces competitive pressures. Overall, the report provides valuable market insights and benchmarks for freight companies navigating the current landscape. It highlights the complex interplay of supply, demand, and pricing dynamics across different freight modes, offering a crucial reference point for strategic decision-making.

01/15/2026 Logistics Industry Insights
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Freight Market Splits As Parcel LTL and Truckload Prices Diverge

Freight Market Splits As Parcel LTL and Truckload Prices Diverge

The TD Cowen/AFS Freight Index reveals a diverging US freight market. Parcel demand is weak with unprecedented discounts and declining fuel surcharges. LTL shipments show declining weight per shipment, but carrier pricing remains firm. Truckload faces headwinds from soft demand and excess capacity, hindering near-term improvement. While future Fed rate cuts are beneficial for long-term truckload and LTL prospects, their immediate impact is limited. The report highlights the contrasting dynamics within different segments of the US freight sector, reflecting broader economic conditions and supply chain adjustments.

01/15/2026 Logistics Industry Insights
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Freight Market Sentiment Mixed in Q3 TD Cowen Reports

Freight Market Sentiment Mixed in Q3 TD Cowen Reports

The latest TD Cowen/AFS Freight Index reveals a diverging Q3 logistics market: unprecedented parcel discounts, resilient LTL pricing, and weak truckload demand. Anticipated Fed rate cuts are unlikely to immediately impact freight pricing. Holiday season parcel competition will intensify, LTL prices will continue to rise, and a truckload recovery remains distant. The index highlights ongoing complexities in the freight sector, with varying performance across different transportation modes. The parcel sector is facing significant pricing pressure, while LTL demonstrates strength. Truckload continues to struggle with soft demand.

01/15/2026 Logistics Industry Insights
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TD Cowen Freight Index Points to Q1 Demand Slowdown

TD Cowen Freight Index Points to Q1 Demand Slowdown

The TD Cowen-AFS Freight Index Q1 report indicates structural recovery signs in the spot market, pricing strategies, and LTL (Less-Than-Truckload) market, despite weak freight demand. Full Truckload faces overcapacity, and parcel shipping experiences intense competition. LTL pricing discipline may erode. Businesses need to monitor market dynamics and adjust strategies accordingly. This report highlights key trends in the freight market, including challenges in Full Truckload and parcel, while pointing to potential improvements in specific areas like LTL. Understanding these shifts is crucial for effective freight management.

01/15/2026 Logistics Industry Insights
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TD Cowen Index Tracks Volatility in Trucking Parcel and LTL Markets

TD Cowen Index Tracks Volatility in Trucking Parcel and LTL Markets

The TD Cowen-AFS Freight Index indicates a weak but optimistic trucking market. The express sector is significantly impacted by pricing strategies. LTL (Less-Than-Truckload) pricing remains stable, but pricing discipline may be loosening. Despite soft demand, there are positive indicators emerging. The index serves as a valuable decision-making resource for participants in the freight market, providing insights into current conditions and potential future trends across various transportation modes.

01/15/2026 Logistics Industry Insights
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Parcel LTL and Truckload Rates Show Diverging Q3 Trends TD Cowen

Parcel LTL and Truckload Rates Show Diverging Q3 Trends TD Cowen

The TD Cowen/AFS Freight Index Q3 report reveals unprecedented discounting pressure in parcel shipping due to soft demand. Less-than-truckload (LTL) remains stable, while truckload (TL) is affected by demand and capacity. The report offers businesses valuable insights for developing logistics strategies and optimizing transportation costs. It emphasizes the need for companies to monitor market dynamics and flexibly adjust their plans to navigate the evolving freight landscape and capitalize on potential savings opportunities.

01/15/2026 Logistics Industry Insights
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Parcel LTL and Truckload Markets Show Divergent Trends TD Cowen Index

Parcel LTL and Truckload Markets Show Divergent Trends TD Cowen Index

The TD Cowen/AFS Freight Index reveals a divided US freight market. Parcel rates are up due to fuel surcharges and dimensional weight increases. Less-than-truckload (LTL) benefits from Yellow's bankruptcy, maintaining strong pricing. Truckload (TL) rates are slightly down due to increased short-haul shipments. Companies should optimize transportation networks, strengthen carrier partnerships, and improve load factors to navigate these trends and manage logistics costs effectively.

01/15/2026 Logistics Industry Insights
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TD Cowenafs Index Highlights Trends in Truckload Parcel and LTL Markets

TD Cowenafs Index Highlights Trends in Truckload Parcel and LTL Markets

The TD Cowen-AFS Freight Index unveils the latest trends in the trucking, parcel, and LTL transportation markets. Spot market trucking shows optimistic signs, but contract rates lag. Parcel pricing adjustments are effective, leading to intense competition. LTL pricing remains firm, but carrier pricing discipline is weakening. The index provides freight companies with crucial insights for strategic planning, operational optimization, and enhanced profitability. It serves as a valuable benchmark for understanding market dynamics and making informed decisions in a rapidly evolving transportation landscape.

01/15/2026 Logistics Industry Insights
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Trucking Sector Strengthens As LTL Weakens Parcel Rates Hold TD Cowen

Trucking Sector Strengthens As LTL Weakens Parcel Rates Hold TD Cowen

The TD Cowen-AFS Freight Index indicates emerging light in the trucking market, though overcapacity remains a challenge. Parcel shipping pricing strategies are effective, but discount competition is fierce. Less-than-truckload (LTL) pricing remains strong, but declining fuel surcharges suggest potential loosening of pricing discipline. Businesses need to closely monitor market dynamics and flexibly adjust their strategies to navigate these evolving conditions, balancing opportunities with ongoing pressures from excess capacity and competitive pricing.

01/15/2026 Logistics Industry Insights
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Freight Market Shows Pricing Gaps in Parcel LTL and Truckload Sectors

Freight Market Shows Pricing Gaps in Parcel LTL and Truckload Sectors

The TD Cowen/AFS Freight Index report reveals a divergence in Q3 pricing trends across parcel, LTL, and truckload sectors. Parcel experienced unprecedented discounting due to soft demand. LTL saw weight declines but maintained firm pricing. Truckload faced challenges from weak demand and excess capacity. The report provides valuable market insights for logistics industry participants, highlighting the contrasting performance of different freight modes amidst evolving market conditions. Understanding these trends is crucial for strategic decision-making in the current logistics landscape.

01/15/2026 Logistics Industry Insights
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