US LTL Carriers Active at Ports as Retail Inventories-to-Sales Ratio Hits Three-Year Low

Summary

The U.S. retail inventories-to-sales ratio fell to its lowest level in over three years in April 2026, triggering a restocking wave that is propelling Asia-US spot rates higher and driving increased LTL carrier activity at major ports. Freightos reported that the early peak season has vessels full until at least July, with carriers expecting bookings to peak in June. Intermodal rail volumes are also climbing as shippers shift from tight trucking capacity to rail alternatives, with Port of LA Executive Director Gene Seroka forecasting 900,000+ TEU for both June and July.