A new thread was just started on Teamster.Net on this subject, so I came on here to check for confirmation or scuttlebutt. There were earlier (3-4 months ago) threads there on this same subject as well, so its not a new rumor. There are also some very heated/hostile posts/threads regarding the newly negotiated contract's terms and conditions. This new labor agreement is tentative only subject to approval/ratification of the working Teamsters at YRCW and other NMFA (National Master Freight Agreement) companies. DHL was formerly a part of the NMFA as well, but they are flying solo this time and their contract is far from being embraced. YRCW is pretty cheap right now, actually undervalued at its current share price.
First let's just establish the obvious, purveyors of financial insight and wisdom the Teamsters are not.
Why would DHL (which is still losing money in the U.S.) decide to expand here? I doubt the German board of directors would even entertain an LTL purchase until the DHL ground business has stopped hemoraging hundreds of millions of dollars per year.
On the outside chance they were to entertain the concept, I suspect they would be more interested in buying something that actually had a little tangible book value (an Arkansas Best Freight or Conway, for example).
If DHL wants into LTL, logic says YRCW would not be on their short list of candidates. They'd look for a company with growing market share, good profit margins and decent tangible book value. YRCW has none of those things. ODFL, Estes, CNW, or even ABFS would make much more sense to DHL.
I would find it hard to believe that DHL would even look at such an operationally inept company with the pension liablity that hangs over it. Too many sales guys running management that have no clue as to what needs to happen to keep wheels turning efficiently. You cannot support/compensate lack of growth through operational cost slashing.