The Leverage Map

How a place, a route, a resource, or a rule becomes a price.

01Longer route, first ships backStatus: Live

The box lines are starting back, past a shore the Houthis now hold.

as of

What the longer route reaches
IN THE LANE
96
names the longer route reaches, 604 listed in all
CARRIES THE BOX
24
paid by the mile, and the mile got longer
PAYS THE FREIGHT
72
freight and ten days of inventory land here

Which side 60 on it, 36 a step behind

CARRIES 24PAYS 72

By market cap ◆ the zone, under $100M

◆ under $10M0◆ $10M to $50M0◆ $50M to $100M0$100M to $1B1over $1B95

By industry top 5 by count

Marine Shipping12Integrated Freight & Logi…12Auto Parts12Packaging & Containers12Specialty Industrial Mach…9

Ⓟ pivot, Ⓡ reset, Ⓘ inflect.

96 of 96
30D
Meets the distance with more ships and more speed on the same loop
KEXCARRIESKirby Corporation$131.59$6.95B−16%
MATXCARRIESMatson, Inc.$223.45$6.68B−7%
HAFNCARRIESHafnia Limited$9.13$4.89B−9%
ZIMCARRIESZIM Integrated Shipping Services Ltd.$28.39$3.42B−8%
SBLKCARRIESStar Bulk Carriers Corp.$29.30$3.40B−10%
ECOCARRIESOkeanis Eco Tankers Corp.$79.17$3.09B−9%
DACCARRIESDanaos Corporation$153.28$2.79B−6%
NMMCARRIESNavios Maritime Partners L.P.$90.33$2.61B−4%
HOSCARRIESHornbeck Offshore Services, Inc$7.94$2.60B−28%
CMRECARRIESCostamare Inc.$14.72$1.78B−18%
SFLCARRIESSFL Corporation Ltd.$12.83$1.78B−8%
GSLCARRIESGlobal Ship Lease, Inc.$43.73$1.58B−6%
Books the box; the rate is the product, and on this lane it tripled
UPSCARRIESUnited Parcel Service, Inc.$94.25$80.19B−23%
FDXCARRIESFedEx Corporation$289.65$68.55B−16%
EXPDCARRIESExpeditors International of Washington, Inc.$188.58$24.51B−3%
JBHTCARRIESJ.B. Hunt Transport Services, Inc.$226.07$21.23B−24%
CHRWCARRIESC.H. Robinson Worldwide, Inc.$148.24$17.32B−29%
FDXFCARRIESFedEx Freight Holding Company, Inc.$112.30$16.79B−43%
ZTOCARRIESZTO Express (Cayman) Inc.$19.67$14.78B−24%
LSTRCARRIESLandstar System, Inc.$165.41$5.61B−27%
GXOCARRIESGXO Logistics, Inc.$44.77$5.13B−33%
PBICARRIESPitney Bowes Inc.$16.38$2.25B−14%
HUBGCARRIESHub Group, Inc.$30.22$1.85B−43%
CYRXCARRIESCryoport, Inc.$17.38$880.28M−3%
Apparel sails Asia to Europe; freight lands in the cost of goods
TJXPAYSThe TJX Companies, Inc.$130.25$143.89B−23%
ROSTPAYSRoss Stores, Inc.$237.09$75.74B−7%
NKEPAYSNIKE, Inc.$36.39$53.89B−52%
RLPAYSRalph Lauren Corporation$357.16$21.28B−15%
BURLPAYSBurlington Stores, Inc.$266.39$16.73B−29%
LULU ⒾPAYSlululemon athletica inc.$100.58$11.14B−55%
DECKPAYSDeckers Outdoor Corporation$78.36$10.67B−35%
ONONPAYSOn Holding AG$30.00$10.03B−41%
GAPPAYSThe Gap, Inc.$22.95$8.06B−21%
GILPAYSGildan Activewear Inc.$42.62$7.89B−42%
LEVIPAYSLevi Strauss & Co.$19.81$7.62B−22%
VSXYPAYSVictorias Secret & Co.$88.29$7.04B−13%
Electronics ride the same lane, in the same boxes
AAPLPAYSApple Inc.$338.40$4.94T−2%
DELLPAYSDell Technologies Inc.$543.43$345.52B−8%
ANETPAYSArista Networks, Inc.$204.92$258.45B−4%
SNDKPAYSSandisk Corporation$1712.89$250.80B−27%
STXPAYSSeagate Technology Holdings plc$921.51$209.54B−19%
APHPAYSAmphenol Corporation$84.62$208.67B−5%
WDCPAYSWestern Digital Corporation$453.23$163.41B−43%
SONYPAYSSony Group Corporation$23.33$136.37B−23%
GLWPAYSCorning Incorporated$151.59$130.31B−44%
TELPAYSTE Connectivity plc$214.71$62.25B−14%
CLSPAYSCelestica Inc.$356.53$44.96B−24%
PPAYSEverpure, Inc.$129.40$43.12B−1%
Parts arrive on a schedule, and ten days is the schedule
ORLYPAYSO'Reilly Automotive, Inc.$86.51$69.98B−20%
AZOPAYSAutoZone, Inc.$2913.28$47.12B−32%
HSAIPAYSHesai Group$15.59$19.60B−46%
GPCPAYSGenuine Parts Company$128.13$17.66B−15%
MGAPAYSMagna International Inc.$64.64$17.29B−11%
BWAPAYSBorgWarner Inc.$61.07$12.44B−22%
AURPAYSAurora Innovation, Inc.$5.29$10.60B−38%
ALSNPAYSAllison Transmission Holdings, Inc.$113.66$9.39B−17%
MODPAYSModine Manufacturing Company$175.04$9.30B−45%
APTVPAYSAptiv PLC$43.64$9.24B−50%
ALVPAYSAutoliv, Inc.$114.03$8.35B−13%
LEAPAYSLear Corporation$120.24$8.00B−20%
Sells the goods on the shelf the freight is priced into
AMZNPAYSAmazon.com, Inc.$246.15$2.66T−14%
WMTPAYSWalmart Inc.$108.73$862.64B−19%
COSTPAYSCostco Wholesale Corporation$922.92$409.10B−15%
HDPAYSThe Home Depot, Inc.$289.89$289.22B−29%
BABAPAYSAlibaba Group Holding Limited$108.76$270.42B−43%
PDDPAYSPDD Holdings Inc.$78.49$111.72B−43%
LOWPAYSLowe's Companies, Inc.$187.66$105.29B−35%
MELIPAYSMercadoLibre, Inc.$1712.41$86.81B−32%
DASHPAYSDoorDash, Inc.$178.39$77.30B−37%
TGTPAYSTarget Corporation$158.43$71.97B−7%
SEPAYSSea Limited$98.91$60.58B−48%
EBAYPAYSeBay Inc.$107.32$47.76B−10%
Machinery crosses the water; the margin carries the freight
CATPAYSCaterpillar Inc.$819.95$376.91B−23%
GEVPAYSGE Vernova Inc.$949.77$252.96B−20%
DEPAYSDeere & Company$689.59$185.93B−4%
ETNPAYSEaton Corporation plc$431.41$167.52B−9%
PHPAYSParker-Hannifin Corporation$969.55$122.27B−11%
EMRPAYSEmerson Electric Co.$159.39$89.27B−4%
ITWPAYSIllinois Tool Works Inc.$273.83$77.99B−9%
CMIPAYSCummins Inc.$517.84$71.46B−29%
PCARPAYSPACCAR Inc$111.65$58.77B−19%
AMEPAYSAMETEK, Inc.$251.67$57.68B−3%
ROKPAYSRockwell Automation, Inc.$431.22$47.89B−13%
IRPAYSIngersoll Rand Inc.$76.38$29.64B−24%
Boxes the goods that now sit ten more days at sea
SWPAYSSmurfit Westrock Plc$45.07$23.64B−14%
PKGPAYSPackaging Corporation of America$234.52$20.90B−9%
AMCRPAYSAmcor plc$42.79$19.78B−15%
IPPAYSInternational Paper Company$34.00$18.01B−32%
BALLPAYSBall Corporation$57.13$15.21B−16%
AVYPAYSAvery Dennison Corporation$171.89$13.15B−13%
CCKPAYSCrown Holdings, Inc.$107.47$11.69B−12%
SONPAYSSonoco Products Company$49.97$4.94B−17%
REYNPAYSReynolds Consumer Products Inc.$22.08$4.65B−19%
GEFPAYSGreif, Inc.$81.62$4.64B−9%
GEF-BPAYSGreif, Inc.$106.92$4.05B−6%
SLGNPAYSSilgan Holdings Inc.$35.95$3.80B−27%

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