Truckers are killing it. My company spends $7-8mm/year in long haul and cross dock shipping. Rates have exploded, and it's hard to even get trucks at certain hours/on certain days. Now, telemetry has been the driving force as truckers can no longer fudge the 12 on/10 off, so the industry has 'lost' some capacity. Also, the fear of driverless shipping probably put a chill in the demand for CDLs, though I think the reality that automated trucks are farther off than they seemed has moderated this recently.I'd be surprised with the amount of in home shopping since Covid started. I'd have thought anyone with a valid CDL would be driving.
Anyway, it ain't 'economic anxiety'.