“Yes. Just a short answer. No, we're not expecting increased pricing pressures on that intermodal side of the house.”

In context

“our contracts and our business relationships are set, it takes us a while to recoup that inflation through price. Kenny's team has been crystal clear that they own the requirement to do that, and they're following through. But it's going to take a little while. And on productivity, like we just demonstrated this quarter, we created a new agreement, makes all the sense in the world. It came with a 70 -- roughly $70 million price tag immediately. Implementing it is going to get the payback and will be paid back in about two years. So Tom, the opportunity for productivity, price and volume to still drive margin improvement exists. We're in kind of a unique environment right now regarding timing. And we are, for sure, going to have to rely on volume more heavily going forward. Kenny Rocker: Yes. Just a short answer. No, we're not expecting increased pricing pressures on that intermodal side of the house. Tom Wadewitz : Okay. So you think stable revenue per car 3Q versus 2? Kenny Rocker: That's how you should be thinking about it. Operator: Our next question is from the line of Ben Nolan with Stifel. Ben Nolan : So Kenny, you mentioned the Falcon Express a little bit ago. I'm curious if you have any early takes. Any -- how are things thus far developing the way that they thought you would or you thought they would? Or any early indications that -- of how you're expecting it to play out over the back half of the year? Kenny Rocker: I think you're asking, have we seen any success stories? And yes, we've had some early wins. Of course, the focus is over the road. I mean that's the size of the prize. Rail is a very small part of that traffic that's moving out of Mexico or into Mexico. As”