Could this big for yrcw if true any evidence? I here they gained 600 customers
You posted this nonsense the other day.Sure YRCW is underbidding "some" competitors for some customers. But they aren't underbidding everyone for every customer.As I told you the other day all customers are not created equal. There are customers who ship 3 skids per week and there are those who ship 3 loads per day from 5 different locations. Zollars talks about customer wins but never about the revenue or the size of the customer.Don't focus on customers. Focus on revenue for that is the only thing that matters. When the revenue is announced for Q1 it will be LOWER than last year by a WIDE margin.YRCW will be the only carrier whose revenue continues to decline.
Q1 is traditionally a weak one for LTL. Also, just dodging BK is not good either. I would focus more on Q2. It is is bad then this company is done.