From CNBC: 2024-12-11 06:17:33

Dave Bozeman, CEO of C.H. Robinson, faces challenges at the company’s first investor day, including a freight recession and potential impact of proposed tariffs by President-elect Donald Trump. Technology partnership with Microsoft and focus on lean operating model aim to drive growth and market share expansion. Analysts see potential for earnings growth through ’27.

C.H. Robinson, a top carrier on China-U.S. freight lane, seeks to mitigate potential tariffs with diversified business model. Partnership with Microsoft on AI technology allows for quick response to customer quotes. Analysts upgrade stock, citing improved execution through technology and lean operating model. Bozeman aims to build a new company culture focused on continuous improvement.

Bozeman emphasizes focus on lean operating model to drive growth and efficiency. Shares of C.H. Robinson up more than 25% this year, outperforming industry average. Bozeman’s track record at Amazon, Caterpillar, and Ford boosts investor confidence. Company aims to be a market leader with innovative technology and customer-centric approach.



Read more at CNBC: C.H. Robinson CEO says logistics business can weather Trump tariffs