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C.H. Robinson: Back On The Growth Path

CH Robinson (CHRW) is a leading North American third party logistics (3PL) company focussed on solving transportation needs of its clients. After several years of impressive top and bottomline growth, the company has had a tough time over the last few years. The main culprit was increased competition in the 3PL space due to an aggressive approach from new entrant XPO Logistics (XPO). Not only was XPO being competitive on pricing, it was also giving more incentive to its employees in order to hire top performers from other 3PL providers. Further, XPO's acquisition spree helped it quickly gain a scale where its presence started to matter for CH Robinson.

While CH Robinson was able to maintain its topline growth, its margins started compressing, leading to a stagnant non- GAAP EPS between 2011 and 2013. The company has taken numerous steps in FY2014 which helped it return to growth. The company's… Read More …