Interesting input. Challenging considerations...
Assuming positive intent: Well played and valid critique, to a point. The company's intent is clearly positive, due to evolving customers' demographics
and all the reasons you note, Absolutely true. The potential to reduce pressure on the wages, while also good for the bottom line, may very well provide a negative effect for current drivers. As a driver, I can't ignore that.
Again, all of this applies to the industry as a whole, not just FedEx Freight.
Efficiency: In case this tidbit got lost in the noise, I'll repeat . " A 24' straight truck can theoretically do 85% as much work as a pup. According to Bureau of labor statistics, in the Charlotte NC area (Just to pick a random location
), a typical straight truck driver makes/costs only 74% of what a Class A driver makes."
Seems clear that 85% of work for 74% of cost is an appealing metric, on the surface. Weight capacity is only rarely a concern, in the city. Certainly other considerations would have to be applied. Unit costs, limited usability/idle time, turnover rates, etc. Also worth mentioning, the premium upcharge for residential, liftgate, inside delivery, etc. would factor in. Likely NOT a HUGE profit bonanza, but perhaps significant. Without access to some critical numbers, it's tough to say with absolute certainty.
Couple of corrections: No one is predicting or making a case for "systematic and complete replacement" of the current equip. pool. Also, the push for 33' trailers is purely for line-haul efficiency. Not really applicable to this topic, IMHO.
Not fearing change, just trying to share awareness and understanding of it.
Edit: Don't be a stranger. You always add valuable perspective, and positive intent.