John Schulz on Muck Rack

John Schulz

United States
As seen in: Logistics Management, Patch, Baltimore Sun, Medscape, The McKinsey Podcast, Arizona Daily Star, Triple Pundit, Dialnet - Universidad de La Rioja, Trellis, 3BL Media, Equinix and
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Articles

37th State of Logistics: Stronger through disruption

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By John Schulz
| Logistics Management Verified
Persistent adaptation is in. Five-year plans are out. That’s one of the central themes emerging from the latest State of Logistics (SoL) report, the supply chain industry’s most closely watched annual assessment of logistics and transportation trends. The message is clear: If disruptions and rising costs haven’t yet impacted your operation, chances are they soon will.
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37th State of Logistics: LTL

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By John Schulz
| Logistics Management Verified
Less-than-truckload (LTL) freight—the $63 billion trucking sector known for its high barriers to entry and concentrated pricing power—is showing signs of renewed strength in 2026. An improving industrial economy, resilient consumer spending, and tighter trucking capacity are fueling cautious optimism among LTL carriers. Jason Seidl, transportation analyst at TD Cowen, says LTL pricing momentum continued to build in the first quarter of 2026.
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37th State of Logistics: Truckload

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By John Schulz
| Logistics Management Verified
The highly fragmented $390 billion truckload industry—where market leader Knight-Swift Transportation controls barely 1.5% of total market share—is showing signs of recovery after three challenging years. Analysts say the improvement is not being driven by a sudden surge in economic activity. Instead, they point to a combination of deferred demand, retail inventory replenishment, improving industrial activity, and a long-awaited correction in trucking capacity.
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