J.B. Hunt’s CEO on Supply-Driven Recovery

J.B. Hunt’s CEO on Supply-Driven Recovery

From Talking Transports by Bloomberg

April 28, 2026 · 45 min

About this episode

J.B. Hunt CEO Shelley Simpson discusses the stabilization of freight markets and the company's focus on intermodal growth and technology investments.

Freight markets are stabilizing after a prolonged downturn, driven more by a supply correction than demand growth. In this Talking Transports podcast, J.B. Hunt CEO Shelley Simpson joins Bloomberg Intelligence’s senior freight transportation and logistics analyst Lee Klaskow to discuss how regulatory enforcement is tightening trucking capacity and lifting rates. Simpson, whose more than 30 years at J.B. Hunt took her from pricing roles to CEO, outlines the company’s focus on intermodal growth, where improved service and higher fuel costs are driving mode conversion. She also highlights investments in technology and AI to boost productivity and scale efficiently. Though demand remains uneven, Simpson emphasizes culture, leadership development and a people-first strategy as key to navigating cycles and positioning J.B. Hunt for long-term growth. See omnystudio.com/listener for privacy information.

People in this episode

Host: Lee Klaskow

Guest: Shelley Simpson

Topics covered

  • freight markets
  • supply correction
  • trucking capacity
  • intermodal growth
  • technology investments
  • leadership development

Keywords

  • freight markets
  • supply-driven recovery
  • trucking capacity
  • intermodal growth
  • technology
  • AI
  • leadership

Mentioned in this episode

Organizations: J.B. Hunt, Bloomberg Intelligence

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