C.H. Robinson Worldwide Inc

CHRW: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	$82.00	Krxcx	Sbqcwydmsx

C.H. Robinson Earnings: Freight Brokerage Backdrop Remains Challenging; Margins Disappoint

Matthew Young

Feb 1, 2024

C.H. Robinson’s fourth-quarter gross revenue fell 17% year over year (slightly below our forecast), though declines are easing. The key theme throughout 2023 was declining freight demand and customer pricing for NAST and global forwarding, driven by muted retail sector restocking, soft industrial end markets, and the swing to excess transportation industry capacity.

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