Lucas de Servera's questions to RXO Inc (RXO) leadership • Q1 2025
Question
Lucas de Servera asked about where future long-term productivity improvements could originate and whether the strong Q1 last-mile performance was due to a pull-forward from consumers.
Answer
CSO Jared Weisfeld explained that productivity gains will come from accelerating technology roadmaps by integrating the best of both RXO's and Coyote's systems, particularly in leveraging digital capabilities for covering freight with larger fleets. CEO Drew Wilkerson stated the 24% last-mile stop growth was driven by share gains with new and existing customers in new markets, not a pull-forward.