RXO Inc at Citi Global Industrial Tech and Mobility Conference Transcript
Joining us for our last session of the conference, you have RXO with us, which we're thrilled to have you guys. I actually think it's -- from my perspective, it actually works out great because you guys have such a broad deep view of the trucking market that I think it will be a nice way for us to bring together a lot of the concepts that we've heard. So we have Jared Weisfeld, Chief Strategy Officer; and Kevin Sterling, who is market strategist. What did you -- Jack of all trades -- exactly. Kevin wears a lot of hats within RXO.
So thank you both for joining us. Thrilled to have you.
Questions & Answers
Maybe let's start on just the broader demand environment. There's been a lot of confusion, certainly a lot of optimism, I think, is fair to say, right, that the supply side is tightening a bit.
At the same time, some questions around demand. And even this morning, we heard Walmart come out with an outlook that I think was a little bit tepid on the consumer. Just help us square that because again, you guys have a really
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