Morning Minute | Waabi goes local, GDP hits 4.3%, and 2026 M&A returns

In this episode of the Freightways Morning Minute, we explore why autonomous trucking companies are shifting strategies to tackle surface streets for door-to-door delivery. By ditching the highway-only model detailed in Beyond the highway: Waabi's bet on door-to-door autonomy, these companies aim to eliminate costly first- and last-mile inefficiencies known as the "highway trap".

We also break down the latest economic data, which reveals that GDP grew 4.3% in Q3, and it was ‘healthier’ growth driven by robust domestic demand rather than technical anomalies. This expansion signals underlying strength in consumer spending and exports, offering positive news for future freight volumes.

Finally, we look ahead to a potential resurgence of deal-making in 2026, highlighted by FedEx Freight’s plans to spin off as an independent public company. While Large carrier M&A proves elusive in 2025, stabilizing volumes and lower interest rates are expected to fuel a massive industry shakeup next year.

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