TRANSPORTATION & LOGISTICS INDUSTRY UPDATE │ JANUARY 2015 www.harriswilliams.com Investment banking services are provided by Harris Williams LLC, a registered broker-dealer and member of FINRA and SIPC, and Harris Williams & Co. Ltd, which is authorised and regulated by the Financial Conduct Authority. Harris Williams & Co. is a trade name under which Harris Williams LLC and Harris Williams & Co. Ltd conduct business. 0 TRANSPORTATION & LOGISTICS INDUSTRY UPDATE │ JANUARY 2015 WHAT WE’RE READING CONTENTS LOGISTICS | SHIPPERS ADJUST SUPPLY CHAINS TO COPE WITH CONGESTION . M&A TRANSACTIONS From port congestion and new ocean alliances to driver shortages and rail service . PUBLIC MARKETS OVERVIEW worries, the global supply chain is more fragile than at any point in recent memory. Three shippers discuss how they’re adjusting to the challenges. STOCK PRICE PERFORMANCE Journal of Commerce . OUR GROUP LOGISTICS | WHAT TO DO WITH THE RETURNS? The holiday season is now over and from all indications; it was a success for online CONTACTS retail. While all data has yet to be compiled, estimates show online retail sales increased 15% to 18%. Meanwhile, estimates suggest U.S. in-store sales declined 7% UNITED STATES to 10%, depending on source. Transport Intelligence Frank Mountcastle Managing Director TRUCKING | A COMEBACK FOR DEDICATED CONTRACT CARRIAGE
[email protected] +1 (804) 915-0124 A crisis in trucking capacity is forcing shippers to embrace new strategies to keep Jason Bass their freight moving while maintaining customers’ delivery commitments. To Managing Director guarantee the trucks they need, many shippers are contracting with asset-based
[email protected] providers for dedicated carrier services.