Stifel Nicolaus

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June 16, 2016

Preliminary Numbers Show Declining Trailer Orders

Commercial trailer demand dropped in May compared to the previous month’s orders as part of a seasonal slowdown, according to the latest projection from ACT Research.

February 11, 2016

Gauging Trucking’s Digital Disruptors

No fewer than five technology-based “disruptors” to freight transportation were identified in a recent survey of carrier/3PL/broker, shipper and trucking supplier executives conducted by Princeton Consulting.

April 16, 2015

Old Dominion Riding High as LTL Evolves

How has the less-than-truckload business changed over the past decade? Stifel Transportation & Logistics Research Group decided to explore that topic in a recent note to investors.

September 23, 2014

Understanding the Driver Shortage

For truckload carriers, the number one problem is the driver shortage – but the reasons go beyond pay, said Stifel's John Larkin at TMW Systems’ annual user conference in Nashville Monday.

September 9, 2014

Driver Shortage Moves Beyond Truckload; Worst Yet to Come

Driver turnover, a problem that has traditionally plagued longhaul, irregular-route truckload fleets, is now affecting every type of fleet in the industry – and it's only going to get worse, according to industry analysts at investment advisory firm Stifel.

September 5, 2013

Stifel: Soft Economy Makes Rate Hikes Tough, Despite Driver Shortage

Although a "cavalcade of regulations" is expected to make it harder than ever to find drivers, an economy that continues to grow at a sub-potential rate means fleets don't have a lot of leverage when it comes to raising rates, according to John Larkin and fellow transportation analysts at the Stifel Nicolaus investment firm.

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