Werner Enterprises Inc at Morgan Stanley Laguna Conference Transcript
So keeping with the transportation team, back to TLs. We're very happy to have Werner with us and CEO, Derek Leathers. Derek, thank you for being here, Ritz-Carlton Laguna.
Thanks for having us.
Questions & Answers
Obviously, interesting times in the space. We've spent much of the last 1.5 day kind of trying to get a sense of what people are seeing out there in terms of market trends. I think TLs, in particular, are pretty interesting because you've had a really tough first half, a really bad July and then suddenly in August, which, I think, one of our previous speakers described it very colorfully as the armpit of the year, you were supposed to see nothing and suddenly the data points started to improve, right? So does that give you encouragement? Do you fear it's a head fake? What's your view on the
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