[CoachKandSportsguy]

This data is considered open source intelligence, you may believe the data or not, it's up to you. This is not financial advice, but opinions of people in the transportation industry who work in logistics keeping store shelves stocked daily.

Trucking data is showing deterioration of orders for delivery by looking at accounting data of past history and focusing on statements about the future.

$ODFL CFO: "Our month-to-date revenue per day has decreased 7% on a YoY basis…We anticipate that our revenue per day for the full month of April will decrease ~6% ± 50 bps"

Just a moment...

Liz Anne Sonders:
Following recent spike, number of container ships departing China for U.S. has declined sharply, suggesting front-loading activity may be fading; used vessel capacity has dropped more steeply than total capacity, indicating rising empty space and softening U.S. import demand
https://x.com/LizAnnSonders/status/1915360496984744196

FreightWaves editor:
Year-over-year trucking activity out of Los Angeles down 23%.
It will likely drop to 50% in the coming weeks if there isn't trade war resolution.
https://x.com/FreightAlley/status/1915241614798110946

Analyst on the operational effects of tariffs:
Around April 10th China to USA trade shut down.
It takes ~30 days for containers to go from China to LA.
45 to Houston by sea, 45 to Chicago by train.
55 to New York by sea.
That means that there are no economic effects of what was done on April 10th until about May 10th.
https://x.com/Molson_Hart/status/1915248938753392642

Money Manager:
Freight volume has fallen right off a cliff in the past 10-14 days.
We’re rapidly approaching *COVID* levels in freight volume.

https://x.com/SpencerHakimian/status...10399642800563


The financial impacts of tariff policy are having operational impacts, and just be aware that the entire supply chain has been optimized by capitalism to maximize the lowest cost of goods. Alot has been done with software and financial incentives. The lead times for goods back to normal inventory levels will take more time than just transportation, as the goods need to be manufactured first.

This warning was the very recent meeting of the several large box store CEOs had with the president this week. They were passing along the warnings. . .

this is alt data, leading if you want to take a few minutes to consider the potential, and how stocks are bought/sold on future economic impacts, not historical accounting information, as well as how you plan and buy goods at the stores.

YMMV, but good luck to us, we will need it. .