Yellow S.A. (NASDAQ: YELL) is a Brazil-based integrated logistics provider offering a comprehensive range of transportation and supply chain solutions. Headquartered in São Paulo, the company serves a broad spectrum of industries—including automotive, consumer goods, agribusiness and manufacturing—by coordinating the movement of goods across its road and rail networks. Yellow’s business model combines in-house trucking fleets, intermodal terminals and value-added logistics services to meet evolving customer needs.
In its Road segment, Yellow offers full truckload and less-than-truckload services, express deliveries, dedicated contract carriage and fleet management solutions. The company’s Rail segment leverages owned railyards and strategic partnerships with national rail operators to provide long-haul intermodal transport. This integrated approach allows clients to optimize freight flows, reduce inventory costs and enhance supply chain reliability through end-to-end visibility and real-time tracking.
Yellow’s network spans all major Brazilian regions, with more than 80 terminals and service centers that connect urban hubs to remote production sites. Its geography-focused strategy supports domestic distribution as well as cross-border flows with neighboring countries. Large manufacturers, retailers and e-commerce platforms rely on Yellow for customized warehousing, transloading and last-mile solutions designed to accelerate order fulfillment and minimize transit risk in diverse terrain and traffic conditions.
Since its founding via the consolidation of regional carriers in the early 2010s, Yellow has grown through targeted acquisitions, technology investments and operational best practices. The company is managed by an experienced executive team with deep expertise in logistics, finance and operations, and overseen by a board of directors representing both domestic and international transport sectors. Yellow continues to pursue strategic initiatives aimed at expanding its service footprint and strengthening its competitive position in Brazil’s dynamic freight market.
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