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John Paul Hampstead

John Paul conducts research on multimodal freight markets and holds a Ph.D. in English literature from the University of Michigan. Prior to building a research team at FreightWaves, JP spent two years on the editorial side covering trucking markets, freight brokerage, and M&A.
Dec - 2019 -
06 December
John Paul Hampstead

Celadon bankruptcy, biggest in truckload history, expected by midweek (with video)

The billion-dollar truckload carrier’s failure is one of the largest in industry history.

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Nov - 2019 -
27 November
John Paul Hampstead

Capacity tightens into the holidays, but how long will it last?

Will markets remain tight into the first quarter or soften right after Thanksgiving?

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26 November
John Paul Hampstead

Uber Freight’s new head of product on building “a culture of customer obsession”

Over the past two and a half years, Uber Freight, the freight brokerage division of Uber Technologies (NYSE: UBER), has already proven itself capable in two key areas for young […]

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20 November
John Paul Hampstead

Why we built a trucking rate predictor

Our rate predictor builds rates from actual freight market conditions, using historically reported data only as a frame of reference.

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19 November
John Paul Hampstead

Biesterfeld: C.H. Robinson leveraging technology to lean into SMB accounts

Freightquote by C.H. Robinson brings Robinson’s information advantage, capacity, and technology to small businesses.

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15 November
John Paul Hampstead

Justin Hall joins 8VC as executive in residence

The former chief customer officer for YRC Worldwide will work with 8VC portfolio companies full-time.

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13 November
John Paul Hampstead

J.B. Hunt’s Shipper 360 offers customers multimodal visibility, predictive pricing

Hunt thinks that an additional 7 to 11 million loads per year could shift from the highway to intermodal.

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05 November
01 November
John Paul Hampstead

Battered oil majors give guidance on Permian production, IMO 2020 impacts

ExxonMobil, Chevron, and Royal Dutch Shell reported earnings this week: we discuss the implications for freight.

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John Paul Hampstead

McGuigan: Transplace optimizes networks in a dynamic, live environment

Investments in two AI companies in the past five years made Transplace’s optimization more powerful.

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Oct - 2019 -
29 October
John Paul Hampstead

Freight recession catches up to C.H. Robinson, causing earnings miss

Biesterfeld: “We expect that North American routing guides will continue to reset at lower prices.”

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John Paul Hampstead

Ben Gordon: Amazon earnings miss highlights competition in last mile

Tech-enabled last mile is still in early innings, and there are a number of competing strategies.

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25 October
John Paul Hampstead

RMIS automates carrier compliance for brokers big and small

RMIS fulfills 97 percent of requests for insurance certificates within a minute.

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24 October
John Paul Hampstead

Forward Air steady against easier comps

Forward Air management guided for negative EPS growth in the fourth quarter.

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23 October
John Paul Hampstead

Updated: Not as bad as feared: ECHO beats on earnings and revenue

In a tough freight environment, the Chicago brokerage outpaced Wall Street’s expectations.

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22 October
John Paul Hampstead

M&A bankers are looking for Amazon-proof logistics businesses

Some investors prefer hard-to-disrupt niche businesses; others want to roll up e-commerce services and replicate Amazon’s offering.

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21 October
John Paul Hampstead

SAP pivots to margins and profit

SAP now appears to be emphasizing profitability and widening cloud gross margins over organic revenue growth.

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19 October
John Paul Hampstead

How warehouses keep up with e-commerce growth

Rents keep rising, but leasing robotics has never been cheaper.

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18 October
John Paul Hampstead

M&A bankers start to price in recession risk

Middle-market leveraged buyouts are cooling, but institutions still taking risk on the venture and growth equity side of the industry.

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John Paul Hampstead

Freight brokerage automation has barely begun

Executives from Parade, CoLane, Forager, and Trucker Tools discussed the current state and future of brokerage digitization.

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11 October
John Paul Hampstead

Eddie Leshin returns to freight as CEO of Anthym Logistics

The Backhaulers, Robinson, and Coyote veteran is back to build a brokerage on his own terms.

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09 October
John Paul Hampstead

Choptank and Syfan: Trucker Tools improved visibility at an affordable cost

The visibility solution takes workload off the brokers and Smart Capacity lets them cover freight faster.

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John Paul Hampstead

Truckstop.com and Schneider complete ‘Book It Now’ pilot

Brokers will be able to offer core carriers guaranteed freight and rates at the click of a button.

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07 October
John Paul Hampstead

Intermodal freight continues shift to East Coast, benefiting trucking

Trucks are competitively priced on East Coast lanes and offer better service than the railroads.

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02 October
John Paul Hampstead

IMO 2020: diesel – crude spread blows out to widest level this year

Energy markets appear to believe that capacity constraints will raise diesel prices next year.

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John Paul Hampstead

Salesforce forecasts 13% holiday e-commerce growth in 2019 (with video)

Salesforce drew on three years of data from 4,500 e-commerce sites to generate its forecast.

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01 October
John Paul Hampstead

Four views of global growth: BlackRock, McKinsey, Deutsche Bank and BoAML

In 2020, growth is expected to slow further in nearly every global region, except Latin America and emerging Asian economies.

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Sep - 2019 -
27 September
John Paul Hampstead

Freight brokers see more hot loads as carriers manage yield

Truckload carriers are falling off of out-of-network freight; it ends up with brokers.

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25 September
John Paul Hampstead

Flexport launches version 2.0 of its platform

The new platform focuses on collaboration, workflow automation, and allows users to define business priorities.

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John Paul Hampstead

WeWork: the pets.com of our moment

Revenue growth on negative unit economics is dead as a business model.

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24 September
John Paul Hampstead

Deutsche Bank turns bullish on transports for 2020

But a lot depends on stabilizing global growth and an industrial recovery in the United States.

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23 September
John Paul Hampstead

Lawsuit sheds light on aborted Omnitracs deal

A Solera board member alleges that in 2017 Vista tried to force it to buy another portfolio company, Omnitracs.

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19 September
John Paul Hampstead

How brokers manage working capital in a challenging freight environment

In partnership with Carggo… the next few quarters will squeeze brokerage cash flows. Technology can help.

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18 September
17 September
John Paul Hampstead

Mike Meier joins BlueGrace Logistics as SVP of Strategy

Meier will work with Bobby Harris on developing and executing a long-term vision for BlueGrace.

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12 September
11 September
John Paul Hampstead

UBS analyst likes C.H. Robinson’s new technology

CHRW is facing the toughest competitive landscape in decades, but still has a scale advantage and is investing in tech appropriately.

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10 September
John Paul Hampstead

Schneider National selects Platform Science for next-gen ELD, telematics solution

Schneider National is leading an industry shift from hardware-centric solutions to software platforms.

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09 September
John Paul Hampstead

What Uber Freight’s move to Chicago means

The move signals the shift from a tech startup to a mature logistics operation.

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06 September
05 September
John Paul Hampstead

FreightWaves provides free SONAR access as Hurricane Dorian lashes the U.S. coast

SONAR provides real-time data on Dorian’s progress and forecast, along with likely and actual impacts to transportation and energy infrastructure.

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John Paul Hampstead

Today’s pickup: port markets leading the way

Trade talks back on; human cost of Amazon last-mile delivery; Cowen Transport Conference takeaways; precious metals rally in negative yield world.

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03 September
John Paul Hampstead

East Coast freight markets distorted by Dorian response

Rates and rejections into the Southeast are elevated as trailers and tractors are staged for disaster relief.

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Aug - 2019 -
28 August
John Paul Hampstead

ATA chairman Barry Pottle calls for new fuel taxes, intensified lobbying efforts

The ATA says that fuel taxes are the best way to fund a federal infrastructure project.

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26 August
John Paul Hampstead

Tom McLeod: we’re building digital freight brokerage technology

McLeod built automated pricing for contract and spot and digital load matching products.

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John Paul Hampstead

Historical freight futures forward curves now available in SONAR

The features allows SONAR users to see how sentiment evolves over time in the freight futures market.

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23 August
John Paul Hampstead

Time for brokers to turn the tables on shippers?

Spooked shippers are trying to lock in capacity ahead of the holiday push.

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22 August
John Paul Hampstead

Transfix launches carrier payments factoring at 0.99 percent cost

Digital freight brokers continue to add services in the pursuit of carrier stickiness.

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19 August
John Paul Hampstead

Uber Freight goes after larger fleets with dispatcher portal

Uber Freight needs access to more capacity to keep up with 153 percent growth in gross bookings.

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16 August
13 August
John Paul Hampstead

West Coast volumes poised to rip

Multi-modal data and channel checks with freight brokers point to a good setup for peak season.

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John Paul Hampstead

Mitigating the impact of cargo loss and damage with Logistics Orchestration™

In partnership with Slync… learn about how predictive exception management can keep freight flowing smoothly.

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John Paul Hampstead

Magna International manages modest earnings beat on global auto slowdown

The Complete Vehicles segment grew sales by 40.7 percent and widened its EBIT margin.

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John Paul Hampstead

Buffett and Masa: two sides of the same coin?

The owner of BNSF and the investor behind Uber have more in common than it seems.

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06 August
John Paul Hampstead

MercuryGate adds Uber Freight’s capacity and pricing to TMS

Starting today, shippers using MercuryGate’s transportation management system (TMS) will have access to Uber Freight’s network of carriers, guaranteed capacity and real-time market rates, MercuryGate announced this morning. “Shippers need […]

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John Paul Hampstead

How much are digital freight brokerages really worth? (with video)

A lot of things have to go right for DFBs to build a market large enough to justify their valuations.

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05 August
John Paul Hampstead

project44 bags Amazon and Walmart

Two mega-retailers partnerships signal an inflection point in the visibility market.

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04 August
John Paul Hampstead

Will retail season deliver?

There are reasons to expect a healthy pop in outbound Los Angeles spot rates.

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03 August
02 August
John Paul Hampstead

Trade war is back on: time to check warehousing markets

Warehousing markets have just recovered from the last round of tariffs and there is not a lot of slack.

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John Paul Hampstead

Analysts react to C.H. Robinson’s weak third quarter update

Morgan Stanley, Susquehanna, and Deutsche Bank cut their price targets; Stifel maintained.

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Jul - 2019 -
31 July
John Paul Hampstead

[Video included] Is the freight market starting to recover?

Truckload volumes on a national basis have been trending 3% above 2018 levels for a week.

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30 July
John Paul Hampstead

C.H. Robinson reports earnings beat of one cent per share

CHRW grew net income by 6.3% but increasing earnings per share by 8% with buybacks.

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John Paul Hampstead

Two batches of L.A. to Dallas trucking futures contracts change hands

November contracts from Los Angeles to Dallas traded at $2.103/mile as positive consumer confidence numbers were released.

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John Paul Hampstead

eBay partners with third-party logistics on fulfillment

eBay’s Managed Delivery will outsource warehousing, transport, and packaging services.

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28 July
26 July
John Paul Hampstead

More freight brokers dragged into carriers’ personal injury lawsuits

Negligent hiring and vicarious liability lawsuits have been around, but there are emerging risks as well.

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25 July
John Paul Hampstead

Forward Air’s Q2: Expedited LTL steady as she goes

Denser shipments and higher prices combined for a 6.9 percent improvement in revenue per LTL shipment.

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John Paul Hampstead

Flexport launches Flexport Capital to alleviate customers’ tariff burdens

Flexport’s customers have seen average landed unit costs rise by 30 percent due to tariffs.

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John Paul Hampstead

AscendTMS partners with Hubtek for back-office, sales, and ops labor at the click of a button

Near-shoring staff in Colombia has become a big trend for U.S. transport and logistics companies.

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24 July
John Paul Hampstead

Breaking: Comvest Partners in process of selling SunteckTTS

SunteckTTS, a top 10 brokerage, is reportedly looking for a 10x EBITDA multiple.

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23 July
John Paul Hampstead

The fall outlook for trucking rates, according to forward curves

Chicago to Atlanta should jump in September, LA to Dallas peaks in November, and Seattle to LA hits a high in December.

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19 July
John Paul Hampstead

Freight brokers: capacity loosening and shippers driving down rates in July

Capacity has returned to freight markets and spot rates are falling against “contract.”

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