TD Cowen Index Shows Freight Market Shifts During Peak Season

TD Cowen Index Shows Freight Market Shifts During Peak Season

The TD Cowen/AFS Freight Index reveals emerging trends in the freight market: LTL pricing impacted by Yellow's closure, fuel surcharges rebound; Ground parcel discounts deepen, but demand surcharges loom; Truckload sees a short-term volume increase, peak season expectations are muted. The index provides shippers with valuable insights for informed decision-making. The LTL market is experiencing significant price volatility due to the disruption caused by Yellow's bankruptcy. Shippers need to carefully monitor these changes and adjust their strategies accordingly.

01/15/2026 Logistics Industry Insights
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Freight Market Braces for Weak Peak Season TD Cowen

Freight Market Braces for Weak Peak Season TD Cowen

The Cowen/AFS Freight Index indicates a slight increase in LTL rates in Q3, driven by factors like Yellow's bankruptcy and soft demand. Parcel rates decreased. A muted peak season is anticipated for Q4, with limited TL freight growth. The index reflects the current complex and volatile freight market, along with a trend of shippers actively optimizing their logistics networks. The impact of Yellow's exit and ongoing economic uncertainty are key factors shaping the near-term outlook for the industry.

01/15/2026 Logistics Industry Insights
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Fourkites Glenn Koepke Analyzes Logistics Market Trends

Fourkites Glenn Koepke Analyzes Logistics Market Trends

FourKites experts analyzed the current logistics market, comparing it to previous years, discussing challenges and opportunities. The analysis examines the impact of Yellow's bankruptcy, looks ahead to the peak season, and introduces FourKites' visualization supply chain strategy. The report provides insights into navigating the evolving landscape and optimizing supply chain performance in the face of disruptions and fluctuating demand. It offers a forward-looking perspective on key trends shaping the industry and actionable strategies for businesses to enhance resilience and efficiency.

01/28/2026 Logistics Industry Insights
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Shipping Industry Faces Supply Chain Crisis Urges Risk Reviews

Shipping Industry Faces Supply Chain Crisis Urges Risk Reviews

The Rickmers Maritime debt crisis and Hanjin Shipping bankruptcy highlight the inherent risks in the shipping industry. Supply chain managers should immediately assess the financial health of each link in their logistics chain, diversify risk, review contract terms, monitor operations in real-time, develop alternative plans, and leverage digital technologies to enhance supply chain resilience. These measures are crucial to ensure the safe and timely delivery of goods and mitigate potential disruptions caused by financial instability within the shipping sector.

01/28/2026 Logistics Industry Insights
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Distributors Guide to Avoiding Contract Risks

Distributors Guide to Avoiding Contract Risks

This paper deeply analyzes common risk points for dealers in contract management, including ambiguous, missing, and unfair terms. Using the case of General Motors and CCM, it emphasizes the potential hazards of contract risk. The article proposes risk prevention strategies such as regular contract review, engaging legal counsel, and clarifying term details. It also addresses contract dispute resolution in the context of bankruptcy. The aim is to help dealers avoid contract risks and ensure the steady development of their businesses.

01/29/2026 Customs Knowledge
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Retailers Adopt Strategic Operations to Counter Decline

Retailers Adopt Strategic Operations to Counter Decline

Retailers should develop private labels, optimize supply chains, and digitize operations to cope with the impact of e-commerce. Differentiated competition is key to meeting consumer needs and avoiding bankruptcy. This involves focusing on unique product offerings and efficient delivery systems. Adapting to the changing retail landscape through strategic investments in technology and brand development is crucial for long-term survival and success. Ultimately, understanding and catering to evolving customer preferences will determine which retailers thrive in the modern market.

01/29/2026 Logistics Industry Insights
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XPO Estes Saia Acquire Yellows Assets As LTL Sector Shifts

XPO Estes Saia Acquire Yellows Assets As LTL Sector Shifts

Yellow's bankruptcy has triggered a reshuffle in the LTL industry. XPO emerged as the biggest winner, acquiring 28 terminals for $870 million. Estes and Saia followed closely behind. ODFL's inactivity has drawn attention. The Yellow asset auction is accelerating, diminishing hopes of a revival. The LTL industry faces both opportunities and challenges, with innovation being the key to success. The acquisition of Yellow's assets will likely lead to increased competition and potential shifts in market share within the LTL sector.

02/03/2026 Logistics Industry Insights
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10 Roads Express Shuts Down Following USPS Contract Changes

10 Roads Express Shuts Down Following USPS Contract Changes

10 Roads Express, a major US trucking company, has collapsed due to a sharp decline in revenue caused by the US Postal Service reform, resulting in the loss of 2,000 jobs. This highlights the risks of over-reliance on a single client and the challenges and transformation needs facing the logistics industry. This article analyzes the reasons for the bankruptcy, its impact on the industry, and prospects for future development trends in the logistics sector. The postal service changes significantly impacted their business model.

01/08/2026 Logistics
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US Logistics Giant Falls As Chinese Forwarders Gain Ground

US Logistics Giant Falls As Chinese Forwarders Gain Ground

The bankruptcy of a major US warehousing and logistics company reveals the challenges of traditional models. Emerging Chinese freight forwarders are gaining market share with efficiency and competitive pricing, but face compliance risks. The industry is undergoing a rapid reshuffle with stricter regulations, making compliance crucial for survival. In the future, only companies that adapt to market changes and improve service quality will thrive in the competition. The focus shifts towards sustainable growth and adherence to regulations for long-term success in the evolving US logistics landscape.

01/15/2026 Logistics Industry Insights
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TD Cowen Index Tracks Volatile Logistics Market Trends

TD Cowen Index Tracks Volatile Logistics Market Trends

The TD Cowen/AFS Freight Index is a quarterly report providing forward-looking market analysis and pricing tools for logistics companies. The latest report reveals that LTL, parcel, and truckload sectors face distinct opportunities and challenges due to factors like Yellow's bankruptcy, intensified market competition, and stable demand. Businesses should closely monitor market dynamics and optimize transportation strategies to navigate uncertainties, improve efficiency, and reduce costs. This report offers valuable insights for logistics providers seeking to adapt and thrive in the evolving freight landscape.

01/26/2026 Logistics Industry Insights
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