The Julia La Roche Show · Thursday, July 30, 2026
Danielle DiMartino Booth highlights data from Truckstop.com indicating a downturn, correlating with major railway reports showing outlier earnings. This suggests that high freight rates have driven companies to substitute truck transport with rail, a move prompted by a need to maintain cost-cutting measures.
“So, um, I'm following I'm following truckstop.com.”
“And, um, because you've seen a few major railway reports below outlier earnings.”
“Why? Why has truckstop.com's data turned down at the same time?”
“Because freight on wheels got too expensive. So people substituted rails.”
“Um, but freight rates got to be so so high. That companies were like, heck with this, I'll throw it on a railway.”
“Because I have to maintain my cost cutting stance.”