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Reuters reports that Hershey, Mondelez, J M Smucker and Campbell Soup cited higher transportation costs for lower holiday-quarter margins. Driver shortages and higher diesel prices are expected to raise freight costs further in 2018.
Bernstein estimates truck rate increases will cut gross margins by 15-18 basis points.
Higher freight and diesel costs raise the landed cost of feed ingredients and finished products for buyers, and they add to logistics pressure on grain and feed movements. Diesel price strength feeds directly into transport costs.
reuters.com2 feb 2018Tras 113 eventos alcista de logística pasados, ULSD / Diésel se movió una mediana de +0,6 % en 5 sesiones (54% al alza; mitad central entre -2,8 % y +4,2 %), y +0,2 % en 20.
Variaciones de la referencia de cada materia prima desde el último cierre antes del evento. Las lecturas históricas agrupan eventos pasados del mismo tipo; describen lo ocurrido, no lo que ocurrirá. No es asesoramiento de inversión.
