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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Donut Shorts‏ @DonutShorts 29 Jan 2018
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      $CVTI misses by a penny despite robust trucking demand. Rev upside limited by contracts but costs ramping due to wage pressure and 3rd party capacity costs Expect contractual rates to go up meaningfully as the year goes onpic.twitter.com/J7UR1AyrwT

      1 reply 0 retweets 7 likes
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    2. Donut Shorts‏ @DonutShorts 30 Jan 2018
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      $WNC with a beat and raise quarter Strongest backlog in more than two yearspic.twitter.com/1tz51zdule

      3 replies 0 retweets 5 likes
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    3. Donut Shorts‏ @DonutShorts 30 Jan 2018
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      $KNX sees strong upward bias to contract rates Will flow through to retail prices and CPIpic.twitter.com/981bcPMbC7

      1 reply 0 retweets 1 like
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    4. Donut Shorts‏ @DonutShorts 2 Feb 2018
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      Consumer stocks starting to feel the pinch of freight rates "in December were up 18% y/y" h/t @wallst_walruspic.twitter.com/55vHwRaeu7

      2 replies 0 retweets 5 likes
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    5. Donut Shorts‏ @DonutShorts 2 Feb 2018
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      $MAT also mentioned delivery costs on their call last night

      4 replies 0 retweets 1 like
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    6. Donut Shorts‏ @DonutShorts 2 Feb 2018
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      Donut Shorts Retweeted Conor Sen

      And one more $CLXhttps://twitter.com/conorsen/status/959392539634696192 …

      Donut Shorts added,

      Conor SenVerified account @conorsen
      Clorox saying gross margins are going to fall due to freight: pic.twitter.com/4Hf113JWye
      Show this thread
      1 reply 1 retweet 4 likes
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    7. Donut Shorts‏ @DonutShorts 2 Feb 2018
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      From a DM on #trucking costspic.twitter.com/ywIEI7bFFR

      3 replies 1 retweet 5 likes
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    8. Donut Shorts‏ @DonutShorts 9 Feb 2018
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      $TSN says freight costs will impact meat pricespic.twitter.com/gUTig7CxRw

      4 replies 3 retweets 5 likes
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    9. Donut Shorts‏ @DonutShorts 11 Mar 2018
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      Boston Fed on trucking (from Beige Book) "Another supply issue was trucking. A contact said that companies now have to plan well in advance to guarantee trucking capacity; finding it at short notice is either impossible or very expensive--the main issue is a shortage of drivers."

      2 replies 2 retweets 6 likes
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    10. Donut Shorts‏ @DonutShorts 11 Mar 2018
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      $VRS on trucking: “seeing record levels of freight costs, and we are having real meaningful availability challenges from a logistic standpoint"

      2 replies 1 retweet 4 likes
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      Molson Hart‏ @Molson_Hart 11 Mar 2018
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      Replying to @DonutShorts

      Fwiw, in the area where I am (drayage, which means moving shipping containers), the xplanation for lack of availability and higher pricing is a lack of drivers NOT vans/chassis/trucks.

      9:59 PM - 11 Mar 2018
      0 replies 0 retweets 0 likes

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