It’s not that companies can’t operate without China, it’s just that for now, said companies will not grow as fast as they could with it, and will likely do so with lower margins. In a retail world constantly balancing sales and profit, avoiding China is giving up both for many Western brands.
Truck Talk is a weekly newsletter where FreightWaves adds context, commentary and color to industry news and trends.
The battle between brands and retailers is not new, but it’s more acute than ever because of the options each side has. For brands, it’s never been easier to own and operate sales channels both online and IRL. For retailers, there’s never been more digitally native brands seeking out offline homes than there are right now. And giants like Target, Walmart and Amazon have proven that consumers are willing to purchase and even be very loyal to private label brands.
President Joe Biden’s infrastructure plan is light on details, but it could affect the health care supply chain.
Tier 1 automotive supplier avoids line-down debacle via AIT Worldwide Logistics’ speedy transborder solution
This is an excerpt from Monday’s (3/29) Point of Sale retail supply chain newsletter sponsored by ArcBest. Yee-HAW, people. The third round of fiscal stimulus is causing an immediate and significant boost to the consumer economy. Due to the sharp contraction in spending this time last year from COVID-related lockdowns, the one-year change is distorted and not as […]
Drug manufacturers are trying to massively scale up production, which will require companies to share information and governments to make financial investments.
Last week Starbucks expanded upon its previously stated goal to be a “resource-positive company,” with specific goals related to sourcing coffee beans, land use and production. What’s striking is how targeted the company’s greenhouse gas (GHG) reduction efforts are at the point of origin and the company’s willingness to share environmental best practices throughout the […]
Volatility in trucking markets has prompted shippers to assess different ways of securing reliable capacity. For DG, that means more reliance on in-house transportation, but that’s certainly not the only option. Some retailers are looking to diversify their transportation partners to avoid delays and secure truck space. Others are debating streamlining their transportation needs by signing over their private fleets to logistics specialists.
Add Nike (NYSE: NKE) to the growing list of retailers being severely hampered by port congestion and supply chain bottlenecks. The congestion at West Coast ports in particular strained Nike’s supply chain and negatively impacted revenue, which declined 11% yoy in the quarter ending Feb. 28.
Truck Talk is a weekly newsletter where FreightWaves adds context, commentary and color to industry news and trends.
The pandemic slashed ride volumes for medical transportation providers that brought patients to appointments. Now, some want to bring drugs and supplies to patients.
Most CPG companies will report earnings next month, but with an off-cycle fiscal year ending May 31, General Mills reported its fiscal third quarter Wednesday morning for the December-February quarter. General Mills’ size and its off-cycle reporting make it a bellwether for next month’s earnings reports. As I’ve discussed in other editions of The Stockout, […]
COVID-19 forced dramatic change at the end of the supply chain seemingly overnight. Retailers had to adjust quickly to succeed, and those that did are looking at a recovering consumer economy with the best balance sheet in decades on top of a real estate market reeling from store closures. Pair this with an e-commerce acceleration of five years and a movement to DTC and you have a market ripe for innovative physical expansion.
Criminals are trying to sell fake COVID-19 vaccines to desperate governments and citizens, threatening trust in the real health care supply chain.
As the number of places where product flows increases, naturally, smaller, more frequent inventory replenishment runs are created. Whether it’s middle-mile solutions from DC to store or DC to DC or it’s home delivery, the location of endpoints is dispersing and the size of shipments is decreasing.
Earlier this week in The Stockout CPG-focused newsletter, I discussed the impact that China’s efforts to replenish its hog population was having on corn and soybean exports as well as the related transportation challenges. Today, I dig into another pork-related issue, California’s Proposition 12, which could have a major impact on pork supply chains and […]
Truck Talk is a weekly newsletter where FreightWaves adds context, commentary and color to industry news and trends.
Security measures and remote locations complicate the last mile. But some correctional systems are vaccinating inmates quickly.
Companies that are normally competitors are making deals to share technology and manufacturing capacity to produce enough COVID-19 vaccines.
