Delivering Vaccines During the Holidays

Check out the accompanying pdf and chart collection. (1) More holiday shopping moves online as consumers avoid stores and Covid-19. (2) Freight & Logistics and Trucking industries having a banner year. (3) Opportunities and challenges in the holiday online shopping surge for FedEx and UPS. (4) Both companies aim to deliver vaccines at Warp Speed. (5) Truckers still hiring drivers and expanding capacity. (6) Rails helped by trade and autos, hurt by coal and oil. (7) Airlines having a year to forget. (8) Much optimism priced into Transports’ earnings multiples, except for Airlines’. (9) AI seeping into everything. (10) CRM companies harness AI in battle for market share. (11) Look Mom, no driver.