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TRUCKING

 

ArcBest’s incoming CEO prizes growth, efficiency, innovation

Trucking Dive David Taube December 17, 2025

During his previous 18 years with the company, Runser has displayed leadership skills in advancing the company’s customer-centric approach and fostering innovation, according to former lead independent director Steven Spinner, who retired from the company’s board Oct. 31.

 

LTL carriers seeing mixed results as market pressures mount

CCJ Pamella De Leon December 17, 2025

Weight per shipment trends remain largely flat or declining across the board. According to an SEC filing, ArcBest noted that “the pricing environment continues to be rational,” indicating carriers are maintaining pricing discipline despite difficult market conditions.

 

Walmart’s $115,000 Starting Pay and Better Rigs Draw Women to Trucking

Bloomberg Jaewon Kong December 18, 2025 $Subscription Based

While competitors worry about potential worker shortages, Walmart Inc. has grown its trucking workforce by 33% in the last three years by making the job more attractive to people who might otherwise eschew the field. Scott and Salikie earn about $135,000 per year, around twice what the typical truck driver is paid.

 

Trucking M&A to Increase in 2026 Due to Fed Rate Cuts: PwC

Transport Topics Keiron Greenhalgh December 17, 2025

Reduced borrowing costs due to expectations of further interest rate cuts will allow dealmakers to revive deals that were previously deferred as well as loosening corporate purse strings previously inhibited by the ongoing freight rate recession and uncertainty.

Link: PWC US Deals 2026 outlook Transportation and logistics

 

Sacramento facility headlines latest Yellow Corp. terminal sales

Freight Waves Todd Maiden December 17, 2025

A federal bankruptcy court in Delaware has approved purchase agreements for three of defunct Yellow Corp.’s terminals valued at $4 million. The former less-than-truckload carrier’s 35-door facility in West Sacramento, California sold for $3.4 million.

 

Cass Freight Index sees annual declines in November

Logistics Management December 17, 2025

Vertical Research Partners analyst Jeff Kauffman wrote in a research note that the Cass data shows continued bouncing around an unusual bottom driven by early freight shipments this year.

“The net takeaway is that the late start to the Holiday Shipping Season appears to have finally arrived, matching anecdotal observations we are hearing from our carriers,” he said.

Link: Cass Transportation Index Report November 2025

 

Trucking By the Numbers 2025: For-Hire vs. Private

Fleet Owner Jeremy Wolfe December 17, 2025

Digging deeper into NPTC’s benchmarking survey, it becomes clearer that private operations tend to cost more. Very few private fleets generate profit: 23% are “profit centers,” while 77% are “cost centers.”

But what these companies lose in operational costs, they gain in stability. Most NPTC respondents noted that the top benefits of running a private fleet are customer service (89%), cost control (74%), and a hedge against outside carrier uncertainty (73%).

 

 

SHIPPERS / 3PLs

 

Home Depot touts $25 billion ecommerce business and AI-driven delivery

Digital Commerce 360 Mark Brohan December17, 2025

Jordan Broggi, executive vice president of customer experience and president of online, said Home Depot’s competitive advantage comes from integrating stores, delivery assets, associates, and digital platforms into a single operating model.

 

5 ways Walmart leveled up its delivery game in 2025

Supply Chain Dive Max Garland December 17, 2025

The company bolstered its drone delivery capabilities, leaned more on stores for same-day service and upgraded its technology to expand its coverage range. Walmart even piloted dark stores — locations that handle online orders but aren’t open to the public — to streamline the fulfillment process for deliveries to customers.

 

Manufacturers plan price hikes over reshoring to combat tariff effects

Manufacturing Dive Shefali Kapadia December 17, 2025

Among the manufacturing leaders surveyed for the forecast, 32% said they plan to pass on all of their tariff-related cost increases into sales prices. Another 42% intend to employ a combination of price hikes and absorbing costs into their margins. Only 6% said tariffs won’t affect their costs.

Link: Institute For Supply Management Economic Improvement To Continue In 2026

 

Amazon’s same-day grocery delivery serves as magnet for parcel business

Freight Waves Eric Kulisch December 15, 2025

In four months, the e-commerce giant has grown same-day availability for perishables to 2,300 areas, up from 1,000 communities when it announced the planned expansion in August, according to an article last week on its blog page.

Link: Amazon Blog Amazon’s Same-Day perishable grocery delivery expands to 2,300+ cities and towns as fresh foods become bestsellers

 

Amazon offers money-back guarantee to air cargo shippers

Freight Waves Eric Kulisch December 16, 2025

One year after launching an air cargo service for third-party shippers utilizing its parcel freighters, Amazon is offering a money-back guarantee to attract businesses that prioritize on-time delivery and upgraded its digital portal so customers can more easily quote, book and manage air shipments.

 

 

 

INDUSTRY

 

USPS to Open Last-Mile Delivery Network to More Shippers

Transport Topics/Associated Press Susan Haigh December 17, 2025

The postal service expects to accept bids in late January or early February from other shippers, which will propose their own mix of volume, price and delivery timing. The agency will award contracts later in 2026, based on where it can provide same- and next-day delivery service at a profit.

Link: USPS Press Release U.S. Postal Service Announces Bid Solicitation for Access to Last-Mile Delivery Network

 

Freightos founder to step down as CEO as company moves into ‘next phase’

Journal of Commerce Eric Johnson December 17, 2025 $Subscription Based

Freightos founder and CEO Zvi Schreiber will step down on Jan. 31, the company announced Wednesday, as the freight technology and marketplace provider looks for new leadership to guide it into its “next phase.”

CFO Pablo Pinillos will become interim CEO from Feb. 1, Freightos said in a statement, adding that Schreiber will remain as a non-executive board member with the company after his departure as CEO.

Link: Freightos Press Release Freightos Announces CEO Succession Process

 

 

TECHNOLOGY

 

How Procter & Gamble Uses AI to Unlock New Insights From Data

MIT Sloan Management Review Thomas H. Davenport and Randy Bean December 17, 2025 $Subscription Based

Consumer goods powerhouse Procter & Gamble has been a pioneer in the use of analytics to understand customer behavior and in how it shares data throughout the global organization. That tradition of finding and using customer and market insights has moved into the age of artificial intelligence. P&G now uses analytical, generative, and agentic AI to develop new products, better equip its customer service reps, and more. See how the lessons it has learned can be applied within your organization.

 

We Let AI Run Our Office Vending Machine. It Lost Hundreds of Dollars.

The Wall Street Journal Joanna Stern December 18, 2025 $Subscription Based

Anthropic’s Claude ran a snack operation in the WSJ newsroom. It gave away a free PlayStation, ordered a live fish—and taught us lessons about the future of AI agents.

 

SUSTAINABILITY / SAFETY / SECURITY

 

 

Highway Safety Emerged as a Bright Spot in 2025

Transport Topics Eugene Mulero December 17, 2025

While new executive orders and senior members of Congress targeted fraudulent so-called CDL mills, it is not clear yet the degree to which the legislative landscape will deliver bipartisanship on other transportation issues.

All told, 2025 was marked by a couple of bright spots specific to highway safety as well as potential challenges for the freight industry associated with tariffs and the economy.

 

EU Parliament approves pact to alter sustainability reporting laws

ESG Dive Lamar Johnson December 17, 2025

The European Parliament voted Tuesday to approve a political agreement altering the scope and requirements of the European Union’s corporate sustainability reporting laws: the Corporate Sustainability Reporting Directive and Corporate Sustainability Due Diligence Directive.

 

NexDash raises $5.8M to launch AI-powered, fully electric road freight carrier

Clean Trucking Jay Traugott December 17, 2025

The Trucking-as-a-Service (TaaS) startup claims to be a new type of logistics operator, blending software, capital investment, and day-to-day operations to accelerate the electrification and digitalization of road freight.

 

 

BUSINESS AND THE ECONOMY

 

All That Cheap Chinese Stuff Is Now Europe’s Problem

The Wall Street Journal Chelsey Dulaney and Rebecca Feng December 18, 2025 $Subscription Based

Trump’s tariffs have redirected the flow of low-valued packages away from the U.S. into backyard warehouses on the Continent; the ‘new Silk Road’

 

 

 

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