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Stifel Nicolaus

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April 16, 2015 - Industry News

Old Dominion Riding High as LTL Evolves

Photo: Old Dominion Freight Line

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.

Tags: Old Dominion Freight Line, LTL, Stifel Nicolaus

September 23, 2014 - Industry News

Understanding the Driver Shortage

The driver lifestyle needs to be addressed in order to solve the driver shortage. Photo: Deborah Lockridge

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.

Tags: Drivers, Driver Shortage, TMW Systems, Stifel Nicolaus, Driver Pay

September 9, 2014 - Industry News

Driver Shortage Moves Beyond Truckload; Worst Yet to Come

Stifel's John Larkin says that the driver shortage is now affecting less-than-truckload, private fleets and other industry sectors. Photo: Southeastern Freight Lines.

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.

Tags: Regulations, Driver Shortage, Capacity, Stifel Nicolaus, Drivers

September 5, 2013 - Industry News

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.

Tags: Manufacturing, Consumer Spending, Stifel Nicolaus, Drivers, Economy

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