Ryder 2022 Investor Day
Solving Critical Market Need through Asset Sharing: COOP by Ryder
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COOP Creating the Largest Peer-to-Peer Truck Sharing Company in America, Without Owning a Single Asset
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BY RYDER
SUPPLY
Aggregating excess vehicle
supply from multiple sources
Private Fleets
Rental Companies
Asset Investors
DEMAND
Satisfying customer demand
by increasing accessibility
MARKET POTENTIAL
8M commercial power vehicles in the U.S.
with an average idle time of 24%
Data and technology are the key to matching supply with demand
RYDER BENEFITS
Asset-light business for long-term
rental model
Supplement Ryder rental capital
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Creation of new class of asset investors
Technology and innovation leadership
SUPPLY CHAIN | DEDICATED TRANSPORTATION | FLEET MANAGEMENT SOLUTIONS
More than doubling growth in 2022
Rental days forecasted to grow
from 50k (2020) to ~400k (2022F)
RYDER 2022 INVESTOR DAY
1 Numbers are power units only. Does not include 5M trailers U.S. 22% is the current market penetration of the car ride sharing market
Ryder
Ever better.™
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