Growth in U.S., food consumption, more regionalized distribution patterns, a strong harvest and tight freight capacity are helping create extra and more profitable demand for temperature-controlled trucking operations – with the particular route structures of  refrigerated truckload carriers going a long way to determine winners and losers.

“Temperature controlled freight has proven to be the less cyclical than dry van, flatbed, or tank so we’re in a good sector from that perspective,” noted John Larkin, a managing director and head of transportation research at Wall Street investment firm Stifel, Nicolaus & Co.

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