Subject: Re: Structural Goods Recession
Hope they're enjoying their van truckloads down 11% year over year, refrigerated truckloads down 7% year over year, and flatbed truckloads down 3% year over year.

Yep... between the stocking up to 'beat the tariffs' and the drop off in sales due to trumpflation, inventories are good... freight/trucking suffers.

A recent article in Freight Waves (?) (I follow a few freight reporters)explained how the smaller truckers are harmed the most as distribution centers are jammed with front ordered product, and stores aren't requiring product to be shifted around.

So they buy less fuel, require fewer services, a whole chain of reduced business the public doesn't hear about.