FedEx’s upcoming spinoff of its LTL unit, FedEx Freight, has drawn significant interest from competitors and analysts alike. Executives from companies like Old Dominion, XPO, Saia, and ArcBest discussed its potential impact during recent earnings calls. Old Dominion’s CFO expressed expectations for FedEx to maintain operational discipline, while XPO’s CEO acknowledged the competitive landscape but downplayed the spinoff’s effect on their business. Saia is focusing on providing consistent service amid change, and ArcBest sees the spinoff as a key opportunity for growth, particularly with a new leadership strategy in place.

Source: https://www.supplychaindive.com/news/ltl-carriers-fedex-freight-spinoff-executive-commentary/740004/