I hope YRCW makes money f/q/e 6/30/14. There have been repeated negative earnings surprises. I was writing up what I think could cause negative earnings surprises this time. Of course stolen trucks and trailers would be insured. I think the most likely cause of losses could be problems with new hires and perhaps some terminals having been closed that should have stayed open. Also, bad weather.
Demand appears to be picking up. YRCW's experienced unionized work force has the capacity to meet demand and EXCEED shipper expectations. If everything goes right -- and nearly two months into the quarter -- everything appears to be going right. That means YRCW would not only meet earnings expectations, but might also have a HUGE positive earnings surprise. I do not expect that.
Pricing transportation by density and package dimensions, not just by weight, seems like an obvious way to increase revenue and profits. A quarter of one percent additional revenue going straight to the bottom line would be over $3,000,000 -- about 10 cents a share. Just because something is obvious -- pricing by density -- doesn't mean it can or will happen. Wheeled luggage could have existed 50+ years ago, instead of just catching on 30+ years ago.
Recruiting drivers from Western Europe is a great idea.
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