Originally published at: What Lowe’s and Walmart Just Told Us About Q1 Freight — Part 2 of the Retail Freight Outlook - FreightWaves
When Home Depot reported earnings early this week, it gave us the first real signal about how freight could shape up heading into Q1. They told us the consumer wasn’t collapsing, but they also weren’t opening their wallets like they used to. Big home projects were getting delayed. DIY was soft. And inventory levels were…