Central Refrigerated: yard emptying, Director of Safety gone, and the market is starting to notice
Aerial change-detection shows Central Refrigerated's tractor yard utilization fell from baseline 82% → 24% in 30 days. LinkedIn shows the Director of Safety (12-year tenure) updated her profile to 'Open to Work' 45 days ago — no backfill posted. Owner Carla Yarbrough's social sentiment cratered to -0.91. UCC-3 terminations on 4 of 11 tractors over 30 days suggests fleet downsizing, not refinance. The composition of risk here is rotating fast underneath the static policy schedule. Underwriting needs a real conversation before renewal.
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