Norfolk Southern Pessimistic On Peak Fall Freight Season
July 29 2009 - 1:24PM
Dow Jones News
Norfolk Southern Corp. (NSC) predicted Wednesday that a
traditional fall peak in intermodal freight shipments likely won't
materialize this year, an outlook that may bode ill for the
critical holiday shopping season.
The railroad said it hasn't seen the traditional surge in fall
shipments over the past two years as the economic downturn has
sapped demand, and it forecast 2009 as "another year without an
obvious peak season."
Norfolk Southern Chief Executive Wick Moorman said in an
interview that the railroad's intermodal customers, such as
steamship lines importing goods from Asia, have warned not to
expect a seasonal surge this fall.
Intermodal freight is transported by more than one mode, such as
rail, truck or freighter.
"The big piece [of the peak season] in the past has been this
surge in international boxes" during September and October, Moorman
said. But "none of our customers are telling us that we are going
to see much of one in '09."
He described the peak seasons as small in 2007 and "nothing at
all" in 2008.
But he stopped short of saying his prediction for this year
necessarily means it will be a poor holiday shopping season
overall. Moorman said retailer inventories simply may be so low
that they are able to restock slowly without spurring a seasonal
rise in freight volume.
The freight-transport sector is widely considered something of a
leading indicator of economic activity. United Parcel Service Inc.
(UPS) said last week it has yet to see early signs of a traditional
uptick in shipments ahead of the back-to-school shopping
season.
Regardless, "it feels as if we have reached a bottom," Moorman
said, citing stabilization in a number of freight markets and
improvements in others. But he said a broad rebound will take
time.
He said production cuts in the automotive sector appear to have
waned, and steel output is firming. Norfolk Southern also said it
is seeing some restocking in the chemicals sector, and it forecast
positive year-over-year comparisons in agriculture volumes later
this year because of rising ethanol and fertilizer shipments.
The railroad posted a 45% decline in second-quarter profit late
Tuesday, as cost-cutting efforts couldn't offset slumping revenue
and volume. Revenue decreased 33% to $1.86 billion on a 26% drop in
freight volume and lower fuel-related revenue.
Norfolk Southern shares were down 2.8% at $42.40 in recent
trading.
-By Bob Sechler, Dow Jones Newswires; 512-394-0285;
bob.sechler@dowjones.com