Home Depot Earnings: Trucking Impact & Future Outlook
Update: 2025-11-18
Description
Home Depots Q3 earnings reveal a slowdown in big-ticket home projects, leading to reduced inventory purchases and shipments. This impacts trucking companies, especially smaller fleets, with fewer loads, more empty miles, and potentially lower rates. Other retailers like Lowes and Walmart show similar trends, indicating a broader supply chain slowdown. Expect a contraction in freight corridors, fewer options, and potentially lower rates. Plan proactively, manage costs, and have a backup strategy ready for the expected slowdown in load counts.
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