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Posted by
Two Blokes May 16 -
Filed in
Stock
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I reiterate my hold rating on C.H. Robinson Worldwide as valuation remains average, and demand recovery is uncertain, despite strong operational execution. Management's focus on cost control and tech-driven productivity has led to margin expansion and solid AGP growth for CHRW, particularly in core NAST operations. Volume growth remains weak, and the freight market is still oversupplied, limiting near-term upside and spot market margin opportunities.