Retailers' Cautious Approach: Steady Freight Market Ahead
Update: 2025-11-21
Description
Major retailers Lowes and Walmarts earnings reports signal a steady, but not rapid, growth period for the first quarter of 2026. Consumers are spending cautiously, focusing on essentials rather than discretionary items. This cautious approach affects the entire trucking ecosystem, leading to fewer replenishment runs and less long-haul freight for general merchandise. The freight market is expected to be steady but tight, with rates unlikely to crash but also not climbing significantly. Small carriers should focus on managing costs, keeping lanes tight, and building strong relationships with brokers, as this period wont bring a miracle, but also wont be a collapse; it will be a season of steady freight with firm floors and low ceilings.
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