84.00 -0.51 (-0.60%)
After hours: 7:40PM EDT
|Bid||80.50 x 1200|
|Ask||84.00 x 800|
|Day's Range||84.27 - 85.24|
|52 Week Range||77.72 - 101.20|
|Beta (3Y Monthly)||0.70|
|PE Ratio (TTM)||17.31|
|Forward Dividend & Yield||2.00 (2.35%)|
|1y Target Est||N/A|
Retailers are under more pressure than ever to minimize inventory costs and meet volatile customer demand, and they're leaning on their suppliers and transportation providers to cut transit times and provide additional visibility. Increasingly strict retail compliance programs, which demand on-time and in-full (OTIF) fulfillment according to complex formulas, are driving closer collaboration between retailers' suppliers and third-party logistics (3PL) partners. This year Walmart increased its requirements and made them more complex by separating out on-time from in-full, truckload from less-than-truckload (LTL), and prepaid shipments from collect shipments.
C.H. Robinson Worldwide Inc NASDAQ/NGS:CHRWView full report here! Summary * Bearish sentiment is moderate and declining Bearish sentimentShort interest | PositiveShort interest is moderate for CHRW with between 5 and 10% of shares outstanding currently on loan. However, this was an improvement in sentiment as investors who seek to profit from falling equity prices reduced their short positions on July 5. Money flowETF/Index ownership | NeutralETF activity is neutral. The net inflows of $8.54 billion over the last one-month into ETFs that hold CHRW are not among the highest of the last year and have been slowing. Economic sentimentPMI by IHS Markit | NeutralAccording to the latest IHS Markit Purchasing Managers' Index (PMI) data, output in the Industrials sector is rising. The rate of growth is weak relative to the trend shown over the past year, however. Credit worthinessCredit default swapCDS data is not available for this security.Please send all inquiries related to the report to firstname.lastname@example.org.Charts and report PDFs will only be available for 30 days after publishing.This document has been produced for information purposes only and is not to be relied upon or as construed as investment advice. To the fullest extent permitted by law, IHS Markit disclaims any responsibility or liability, whether in contract, tort (including, without limitation, negligence), equity or otherwise, for any loss or damage arising from any reliance on or the use of this material in any way. Please view the full legal disclaimer and methodology information on pages 2-3 of the full report.
A look at the shareholders of C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW) can tell us which group is most powerful...
There was a whole lot of high-powered bet-hedging going on Monday morning at the SMC3 summer meeting in Colorado Springs, Colorado, as four top executives expressed optimism about the second half of the year, but sprinkled their bullishness with more than a few caveats. None of the panelists – two CEOs of less-than-truckload (LTL) carriers, the CEO of the nation's largest brokerage and the president and COO of a truckload carrier, didn't try to sugarcoat the current mediocre state of affairs across trucking. Darren Hawkins, CEO of LTL carrier YRC Worldwide, Inc. (NASDAQ: CHRW), mused on how his segment could go from turning away business at this time last year to reporting negative tonnage in the second quarter.
There are several ways to beat the market, and investing in small cap stocks has historically been one of them. We like to improve the odds of beating the market further by examining what famous hedge fund operators such as Jeff Ubben, George Soros and Carl Icahn think. Those hedge fund operators make billions of […]
C.H. Robinson (CHRW) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
C.H. Robinson Worldwide Inc. (Nasdaq: CHRW ) added to its European business with the acquisition of an Italian truck brokerage. The Eden Prairie, Minnesota-based company announced it bought Dema Service ...
The global air freight market struggled during the first three months of the year as a slowing trade environment took a toll. Declines in air volumes were reported by DHL, Kuehne + Nagel, Expeditors International and C.H. Robinson Worldwide Inc. (NASDAQ: CHRW). DHL attributed its declines to a combination of "selective stance" and strong market levels in the previous year.
The shadow of obsolescence seems to be hanging over freight brokerages, given the rise of digital load matching apps and other technologies. But industry veteran Andrew Clarke says he is optimistic about ...
While much of the attention is focused on last-mile delivery, it's the companies behind the scene that are most at risk.
The Zacks Analyst Blog Highlights: Hertz, Expeditors, C.H. Robinson and Grupo Aeroportuario
Rapid growth and logistics ambitions from a retail behemoth aren’t new. Still, the “Amazon effect” looms large today in the trucking space.
When it comes to posting profits, Amazon.com (NASDAQ:AMZN) has been on a roll for the past year. This has been a clear demonstration of the inherent operating leverage in its model. Moreover, management has effectively adapted to shifting conditions and its own massive growth spurt, boosting the profile of Amazon stock.Source: Atomic Taco Via FlickrBut of course, Jeff Bezos is always looking to the long haul. So as revenues in its core e-commerce business have started to trail off, he's looking toward the delivery and fulfillment infrastructures. Investments here should help keep up the gains in AMZN stock.What exactly does this entail? Principally, it's to make one-day delivery the standard option for those with Prime memberships. True, this will not be cheap, as AMZN will need to make significant changes to its platform. On the earnings call, CFO Brian Olsavsky noted that the costs could come to $800 million. He also did not specify when the program will go into effect.InvestorPlace - Stock Market News, Stock Advice & Trading Tips * 7 Stocks That Are Soaring This Earnings Season Yet Wall Street responded swiftly. Companies like Walmart (NYSE:WMT) and Target (NYSE:TGT) absorbed the brunt of the damage. It's not surprising. Big-box retailers are only now beginning to compete competently online.Should Amazon make good on the one-day delivery promise, that's a big plus for AMZN stock. The fact of the matter is that they have a deeply-established online consumer base. At the same time, it represents a doozy for Walmart and Target. Both rely on cheaper, and therefore slower shipping options.If matters devolve into a "shipping war," it could disproportionately hurt the brick-and-mortars. Large-Scale Opportunity for AMZN StockInterestingly enough, to pull off this move to one-day delivery, AMZN stock may benefit from the launch of a new business; that is, freight brokerage. Keep in mind that last week, the company launched this venture in Connecticut, Maryland, New Jersey, New York and Pennsylvania. Eventually, this foray could turn into another big driver for Amazon stock.To get a sense of the opportunity, just look at Uber's S-1 filing. The ride-sharing firm discusses severe fragmentation in both the freight and product-procurement industries. In the former's case, several hours can sometimes extend into days for shippers to find a driver/truck combo for shipments. What's worse, this process is conducted over the phone, or wait for it … by fax.The latter case is equally terrible. Both procurement specialists and carriers must grind out convoluted deals to find what works. Often times, this involves hours on the phone negotiating pricing and terms. Eventually, these inefficiencies contribute to unnecessary productivity slowdowns.Note that Uber has leveraged its on-demand platform to capitalize on this business. In the latest quarter, the revenues came to $125 million and the network has over 36,000 carriers.That said, AMZN's move into freight brokerage could crimp Uber's plans. It might even impact demand for Uber's initial public offering, and subsequent trades!No doubt, AMZN has tremendous scale and a massive network. The company is also taking a low-cost strategy to the industry, which will likely put significant pressure on legacy operators like C.H. Robinson Worldwide (NASDAQ:CHRW). By driving down margins, this will mean a reduction on shipping costs (these came to $27.7 billion in 2018). And in the coming years, the e-commerce giant could easily increase prices to generate substantial revenues. Bottom Line on Amazon StockPerhaps the most important effort for Amazon stock during the past decade was AWS. The cash flows from this cloud platform have allowed for investment in multiple categories.And yes, the move into freight brokerage has similarities to AWS. Both are the result of Amazon.com's internal needs as well as the leveraging of its e-commerce business.Now, the market opportunity for freight brokerage may not be as big as cloud computing. But then again, it is still significant. After all, CHRW posted revenues of $16.6 billion last year. More importantly, the move into the freight industry is likely to open up more growth in e-commerce while helping to alleviate associated shipping costs.Tom Taulli is the author of High-Profit IPO Strategies, All About Commodities and All About Short Selling. Follow him on Twitter at @ttaulli. As of this writing, he did not hold a position in any of the aforementioned securities. More From InvestorPlace * 7 A-Rated Stocks That Are Under $10 * 7 Stocks That Are Soaring This Earnings Season * 5 Biotech Stocks for a Long-Lived Portfolio * 10 Times Apple's Hardware Failed Consumers -- And Hurt Its Business Compare Brokers The post Next Disruption for Amazon Stock: The Freight Industry appeared first on InvestorPlace.
Expeditors' (EXPD) top line in first-quarter 2019 is likely to be hurt by sluggish freight scenario. Low tax rates are, however, encouraging.
C.H. Robinson Worldwide, Inc. (NASDAQ: CHRW) is not afraid of Amazon.com, Inc.'s (NASDAQL AMZN) entrance into freight brokerage and welcomes the competition, incoming chief executive officer Bob Biesterfeld told Wall Street analysts on the company's earnings call this morning. After prepared remarks by Biesterfeld, John Wiehoff, Robinson's outgoing CEO, and Scott Hagen, the company's controller and interim chief financial officer, the executives answered questions from equities analysts on both secular and cyclical issues. Biesterfeld's response was poised and measured.