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    Ben Mohr • Citigroup Inc.

    Ben Mohr's questions to CH Robinson Worldwide Inc (CHRW) leadership

    Ben Mohr's questions to CH Robinson Worldwide Inc (CHRW) leadership • Q2 2025

    Question

    Ben Mohr, on for Ariel Rosa, asked for C.H. Robinson's perspective on whether the proliferation of broker technology is enabling smaller carriers to remain in the market longer, thus contributing to persistent overcapacity.

    Answer

    Michael Castagnetto, President of North American Surface Transportation, acknowledged the democratization of freight tech but argued that C.H. Robinson's scale and data advantage remain a key differentiator. He disagreed that tech was the primary factor keeping capacity in the market, pointing to declines in both brokers and capacity exits. CEO Dave Bozeman added that there has been a significant 'burn down' of brokers over the past two years.

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    Ben Mohr's questions to United Parcel Service Inc (UPS) leadership

    Ben Mohr's questions to United Parcel Service Inc (UPS) leadership • Q2 2025

    Question

    Ben Mohr from Citi inquired about the timeline to absorb costs from the China-to-US trade lane shift to Southeast Asia and whether current infrastructure there is sufficient. He also asked about UPS's strategy against smaller, price-focused parcel competitors.

    Answer

    EVP Kate Gutmann stated that UPS's 'Asia diversity strategy' has been in place for years, allowing for agile resource shifts to capture growth in markets like Malaysia and Vietnam, framing it as resource alignment rather than a new cost burden. CEO Carol Tomé added that UPS invested ahead of the shift by expanding hubs in Hong Kong and the Philippines. Regarding competition, Tomé highlighted UPS's superior end-to-end network and unique capabilities in healthcare, returns, and package tracking, which drive market share gains in its target segments.

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