Commercial Trailer Orders and Shipments Surge in Market Rebound

Commercial Trailer Orders and Shipments Surge in Market Rebound

ACT Research data reveals a significant increase in US commercial trailer orders and shipments in March, with Q1 shipments surging 109% year-over-year. The primary driver is equipment replacement demand rather than capacity expansion. A full recovery is underway in the North American market, and global demand is also growing. The industry outlook is optimistic, but attention should be paid to raw material prices, supply chain challenges, and policy risks. Data-driven, intelligent trailers are expected to be the future development direction.

01/28/2026 Logistics
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Freight Market Shows Signs of Recovery Amid Winter Challenges

Freight Market Shows Signs of Recovery Amid Winter Challenges

TD Cowen expert Jason Seidl provides an in-depth analysis of the current state and future trends of the freight market. He believes that although the freight market has experienced a prolonged downturn, signs of recovery are emerging. Factors such as tariffs, technological innovation, and supply chain restructuring are reshaping the industry. Businesses should pay close attention to the macroeconomy, optimize their supply chains, and embrace technological innovation to gain a competitive edge.

01/28/2026 Logistics Industry Insights
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TD Cowen Analyzes Freight Market Downturn and Future Trends

TD Cowen Analyzes Freight Market Downturn and Future Trends

TD Cowen Managing Director Jason Seidl provides an in-depth analysis of the current freight market, highlighting the trucking industry's longest downturn. However, he notes positive momentum in industrial data. The analysis delves into the impact of tariffs, nearshoring, and AI, offering insights into the less-than-truckload (LTL) and truckload (TL) market outlook. This piece aims to help businesses understand market dynamics and develop effective strategies to navigate the current environment. It offers a valuable perspective on the factors shaping the freight industry's future.

01/28/2026 Logistics Industry Insights
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CPG and Retail Firms Adapt SOP to Market Volatility

CPG and Retail Firms Adapt SOP to Market Volatility

The consumer goods and retail industry is highly competitive, making efficient Sales & Operations Planning (S&OP) crucial. This paper explores how to optimize the S&OP process to achieve more accurate demand forecasting, optimized resource allocation, efficient production delivery, and collaborative cross-departmental cooperation. Companies should leverage advanced technologies and a culture of continuous improvement to build a more resilient and competitive S&OP system, thereby maintaining a leading position in the rapidly changing market. This includes improving forecast accuracy, resource allocation, and cross-functional collaboration.

01/28/2026 Logistics Industry Insights
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Air Cargo Market Struggles with Overcapacity Amid Recovery Efforts

Air Cargo Market Struggles with Overcapacity Amid Recovery Efforts

The air cargo market is facing overcapacity, declining demand, and plummeting prices. The recovery of ocean freight is eroding the advantages of air cargo. Businesses need to adjust their strategies, diversify their development, refine their operations, innovate technologically, and cooperate for mutual benefit to address market challenges and seize future opportunities. Adaptation and strategic partnerships are crucial for navigating the current landscape and ensuring long-term success in the evolving air cargo industry.

01/28/2026 Logistics Industry Insights
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Air Freight Rates Crash Amid Panic Selling Market Shifts

Air Freight Rates Crash Amid Panic Selling Market Shifts

Air freight spot rates have plummeted 41% year-over-year due to increased capacity, pessimistic market sentiment, and pressure from long-term agreements. Airlines face a trade-off between profitability and cargo volume, while freight forwarders need to be agile and adaptable. The market may require several quarters to adjust. Participants should remain rational, strengthen cooperation, improve service quality, and embrace innovation to navigate challenges and seize opportunities. The current market downturn necessitates strategic adjustments for all stakeholders in the air cargo industry.

01/28/2026 Logistics Industry Insights
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Cass Freight Index Shows Freight Market Recovery Despite Challenges

Cass Freight Index Shows Freight Market Recovery Despite Challenges

The May Cass Freight Index reports record highs in both freight volume and expenditures, though the rate of price increases has slowed. The report highlights the strong momentum of economic recovery and analyzes the multiple factors driving growth. In this complex market, businesses should closely monitor market dynamics, optimize supply chains, flexibly adjust capacity, strengthen risk management, and embrace digital transformation to seize opportunities and mitigate risks. Staying agile and informed is crucial for navigating the evolving landscape and maintaining a competitive edge.

01/29/2026 Logistics Industry Insights
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XPO Logistics Split Aims to Unlock Value Reshape Market

XPO Logistics Split Aims to Unlock Value Reshape Market

XPO Logistics plans to spin off its global contract logistics business to address long-standing valuation concerns and overcome the 'conglomerate discount.' This move is expected to improve earnings per share and EBITDA multiples, maximizing shareholder value. Analysts believe the split will allow XPO to better meet customer needs and enhance its competitiveness in the less-than-truckload (LTL) transportation market. The separation is anticipated to be completed in the second half of 2021. The split aims to unlock value by allowing each entity to focus on its core strengths and attract investors with specific interests.

01/29/2026 Logistics Industry Insights
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Under Armour Shifts to Leaner Strategy in Apparel Market

Under Armour Shifts to Leaner Strategy in Apparel Market

Under Armour is undergoing a transformation aimed at overcoming challenges after rapid expansion by streamlining operations, optimizing its supply chain, developing direct-to-consumer (DTC) channels, and refining financial management. The company is working to reduce costs, improve efficiency, and reshape brand competitiveness with a data-driven and consumer-centric strategy to achieve sustainable growth. This involves focusing on consumer insights and leveraging data to inform product development and marketing efforts.

01/29/2026 Logistics Industry Insights
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Port of Oakland Targets Asian Market with Expansion Plan

Port of Oakland Targets Asian Market with Expansion Plan

Port of Auckland is actively addressing the challenges posed by larger vessels through optimized operational efficiency, infrastructure upgrades, and expanded cold chain logistics capabilities. It aims to become an ideal gateway connecting to the Asian market. The Auckland Global Project, a collaboration between the port and the city of Auckland, will provide advanced intermodal facilities, further enhancing the port's competitiveness and helping customers seize market opportunities. This strategic development positions Auckland as a key player in facilitating trade flows and supporting economic growth.

01/29/2026 Port Encyclopedia
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