You may or may not be right re Warehouse ... but in general I'd say your freight forwarder should be worried. If his business is down, than it looks like the competition is eating his lunch.
Last ANZ Truckometer published in June did show even a light increase (+1.8%) for heavy traffic for the month. For the quarter they call it "flat" - not really the drastic slump you are describing.
https://www.anz.co.nz/content/dam/an...r-20230623.pdf
Unlikely they drive empty trucks around just to make the numbers look good :) ;