That won’t happen. They’ve been infected with the control bug. They can’t get the level of control by trying to herd 6000 cats. Their level of discontent with lax safety, crappy uniforms, bad customer service and disappointed investors has never been higher. Having high turnover in subpar contractors won’t help the matter.
So if they want all that control, it’s going to cost. To get uniform compliance means being strong centrally. Only way to be assured of that is an employee model.
Can they pull it off? Maybe. Buy off the contractors with money they’ve held back In reduced contract valuations, bring average driver pay from $16/hr to $23, toss in a subpar benefit package to make it all look good and…Wall Steeet darlings!!! Drivers will be sedated for a while and give the company time to put out area specific talking points for why unions are the devil!
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