At Barron's Is This Logistics Company a 'Stealth AI Play'? Its CEO Weighs In.
Oct 16, 2025
Dave Bozeman, CEO of C.H. Robinson and logistics expert, dives into the company’s unique asset-light marketplace connecting 83,000 customers with 450,000 carriers. He discusses the impact of COVID on supply chains and how consumer behavior shifts affect shipping logistics. Bozeman champions C.H. Robinson as an undervalued industrial AI play, boasting 35% productivity gains from technology, while sharing insights on tariffs, customs challenges, and the competitive landscape of the logistics industry.
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Asset-Light Global Logistics Platform
- C.H. Robinson is an asset-light, two-sided global logistics marketplace connecting shippers and 450,000 contract carriers.
- The company combines scale, people, and technology to broker and optimize global freight across modes.
Freight Requires Capacity-Demand Balance
- Freight balances on capacity (carriers) and demand (goods like retail, housing, manufacturing).
- Pandemic-era excess capacity is normalizing and full recovery may stretch to 2026.
Rerouting To Avoid A $6M Tariff Hit
- Bozeman described rerouting a shipment from China to Japan to avoid a $6 million tariff hit for a customer.
- He said real-time tariff shifts force rapid logistics adjustments mid-voyage.