Providing a lot of those details this time around was Cameron Ramsdell, the former Coyote Logistics executive who was hired by U.S. That was not the case with the Raymond James presentation. Previous discussions about Variant on earnings calls were not only shorter than Fuller may have wanted, they at times were long on the philosophy but could also be short on details. And unlike the earlier conversations on earnings calls, there were more specifics offered about the company-within-a-company and how it operates. The roughly 40-minute discussion was overwhelmingly about Variant.
Unfortunately for Fuller, the analysts on the phone call seemed far more concerned about the short to medium-term economics of the legacy business.įuller and several of his management colleagues had no such problem Wednesday in making a presentation to the virtual Raymond James (NYSE: RJF) Institutional Investors Conference. He wanted to talk a lot about the company’s Variant initiative, which is building a completely different trucking company inside an existing truckload carrier. Xpress (NYSE: USX) held its fourth-quarter earnings call a few weeks ago, the frustration of CEO Eric Fuller was palpable. The Forum at FreightWaves LIVE (Fall 2019).Evolve: The Next Evolution of Oil & Gas.Podcasts: FreightWaves FreightCasts Network.Loaded & Rolling (Enterprise Fleet News/Analysis).
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