One thing I have noticed, or maybe just a cynical observation is that business is picking up for the larger carriers. Some of the smaller outfits are still struggling even with some over flow coming from the big three.
I think some are expanding their van count because they are struggling to put on straights or TT's. That pool is shrinking because tighter credit has shut many out of the process if they are new or have damaged credit. Straight truck sales are pretty much in the tank if any one has looked lately. For the carriers to maintain a similar margin to previous years, they are going to attempt it from another angle. For vanners, I would watch carefully that your prospective carrier doesn't overpopulate because if they do, you will endure a lot more nap time. Their ability to capture any additional revenue will be at the vanners expense.
That is why you likely won't see much movement on the "whine for the dime" campaign unless they struggle to add additional units.
Again, "just my penny in the pond".