RXO Inc at JPMorgan Industrials Conference Transcript
All right, we're going to go ahead and get started with our Next presentation here or Q&A rather.
We have RXO so here on stage, Jared Weisfeel, Chief Strategy Officer, Kevin Sterling, and I in strategy as well. So thanks guys for making the trip here. .
Maybe let's just jump straight in and talk about Demand, it's been the thing we've all been waiting for to help turn the market. We can get to the supply side in a little bit later, but what are you seeing in terms of the demand aspect? Any positives when you look into the second quarter, even wrap up the first quarter from some of your key in markets or customers?
Sure, so thanks for having us, Brian. When you think about the demand environment, we talked about on our earnings call, how we were operating still in a prolonged soft freight environment from a demand standpoint. You saw January was down 7% year over year from a cash freight index standpoint. I think it came out this morning or the day prior that
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