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snoman

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Reply with quote  #1 
Any likely m/a activity will happen between the distributors and their smaller suppliers who will be looking for funding and long term agreements to repower production as for many it will be difficult to move forward otherwise.

Warehouses/Trucks-distributors will utilize these assets as production ramps up slowly to increase revenue and expand their core business more so in urban areas and will begin w/a greater use of LTL vs TL for many shipments.

Exports-look to outside markets. Years ago I worked for a guy who started an export company that began by selling truckloads of chicken which we cross docked onto containers to the Caribbean Islands. That company later sold to Sysco as part of their International Foods Div.

Just my two cents looking at things w/an operations mindset. New opportunities are out there for those who are in search of them.
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tread

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Reply with quote  #2 
If restaurant and hotel volume does not recover there will be many underutilized fleets and warehouses.

Seems mergers and facility closures/consolidation will be necessary to weather the change.
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Stocky man

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Reply with quote  #3 
Sysco is in position to purchase USF on the cheap. That was the plan after the last failed attempt.
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formerdsr

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Reply with quote  #4 
But, would they want to? I had so many of my customers tell me that they would leave if USF merged with Sysco. They REALLY, REALLY hate Sysco.

A lot of independents increased their catalogs when the original merger was announced. They will get a lot of business.

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Originally Posted by Stocky man
Sysco is in position to purchase USF on the cheap. That was the plan after the last failed attempt.
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Stocky man

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Reply with quote  #5 
Since when did Sysco care about their customers or employees? They will plow ahead with this deal.
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broadliner

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Reply with quote  #6 
USF doesn't either. Two sides of the same coin. If a customer can't buy $2,500-$3,000 a week minimum, they're not interested.

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Originally Posted by Stocky man
Since when did Sysco care about their customers or employees? They will plow ahead with this deal.
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