TandLA

TandLA Principal Steve Fox and I recently presented this report on a Stifel Financial Corp. monthly Transportation and Logistics Insights call. The topic was inventory levels and their potential impact on the transportation and warehousing markets. While at the time, retailer inventory levels were relatively low, manufacturer and wholesaler interviews were at or near historic highs. As a result, different sectors and companies are likely to perform very differently and as a result so may the transport and logistics providers that serve them.