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FreightWaves Staff Friday, January 22, 2021

Freight markets need another source of demand

We may be seeing signs of a traditional January lull, but at a much higher level than years past. On a rejection-adjusted basis, tender volumes are running up 23% yoy versus 20% last week. Tender rejections continue to decline modestly, but carriers are still rejecting more than 1-in-5 contracted tenders. Stimulus can only carry the freight markets so long. Fortunately, the industrial economy is revving up and retailers have significant restocking ahead.

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FreightWaves Staff Friday, January 22, 2021

Most recent FedEx pricing surcharges feel permanent

Retailers with physical footprints have been able to leverage new modes of fulfillment to pass increased costs associated with online delivery to consumers and their suppliers. But for digitally-native brands without access to physical stores, this could be painful should it become the new normal. If you ask FedEx, it already has.

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FreightWaves Staff Thursday, January 21, 2021

Peloton: The poster child for Containergeddon

The past 12 to 18 months have been nothing short of spectacular for Peloton. It has cemented itself as a prominent fitness brand with a base of fiercely loyal customers while growing revenues 233% yoy in Q3. But the company has outkicked its coverage and capped potential growth due to its supply chain constraints and lack of visibility.

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