Stifel Nicolaus

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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 8, 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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