Plant-based meat alternatives are to the food industry what electric vehicles are to the transportation industry — a niche with a lot of startups today but maybe not so niche in the future, especially as further quality advancements are made. In today’s edition of The Stockout, a CPG-focused newsletter, I discuss recent developments with Beyond […]
Truck Talk, is a weekly newsletter where FreightWaves adds context, commentary and color to industry news and trends.
Tesla has shut down production of its California assembly plant for two weeks due to a variety of supply chain problems. Should there be concerns over the true demand for Tesla vehicles?
There is no definitive end for this freight bull market in sight. Consumers continue to spend on goods, driving freight and diminishing already depleted inventories. Even if consumer spending diverged from its current trajectory (which I see as unlikely, especially given the additional stimulus, accelerating vaccine rollout and strong consumer balance sheet), the mass inventory restocking ahead will be sufficient to keep freight flowing from a consumer perspective.
Delaying second doses would change the distribution pattern for vaccines and reshape the supply chain. Also, vaccine manufacturers say supply is about to dramatically increase.
Americans of color are receiving the vaccine at far lower rates than white Americans. Doctors and ethicists say prioritizing essential workers and more proactive outreach would create a more equitable supply chain.
Cooper Tire sold to Goodyear Tires in a deal worth about $2.8 billion. What effects does this have on Goodyear’s supply chain?
There has been a consumer flight to reliability throughout COVID, and Walmart benefited from this shift as much as any retailer. But with the end of the pandemic now in sight and Americans poised for the reopening of services, Walmart is expecting growth to moderate considerably. Walmart announced plans to invest heavily in its supply chain, namely fulfillment capacity and automation, to front-run the deceleration and claw toward e-commerce profitability.
Winter storm Uri was brutal for a lot of people, specifically in the Southeast and Southwest. With that being said, the auto industry experienced some repercussions from the storm worth noting.
FreightWaves Truck Talk is a weekly newsletter adding perspective, context and commentary to industry news and trends.
A former Jet.com co-founder is rethinking the way e-commerce orders are delivered — specifically, when orders are delivered and in what vessel they arrive at their destination. Nate Faust believes after 25 years of e-commerce, it’s time for a new way of imagining delivery.
A winter storm delayed shipments of COVID-19 vaccine doses across the U.S. The Biden administration expects delayed doses to arrive soon.
The Container Store’s (NYSE: TCS) most recent earnings call details the reality of shifting to a greater mix of e-commerce sales at a time when transportation capacity is extremely tight.
Peloton is riding a wave for the history books right now. It has grown revenues by triple digits year-over-year for three consecutive quarters while building one of the most recognizable brands in not just fitness, but all consumer segments. If it should continue this meteoric rise, it must sort its supply chain issues before either the vaccines or competition prematurely puts out its flame.
Amazon so often does everything seemingly right, so it’s important to talk about its shortfalls. I’m confident Amazon will right the Whole Foods ship, but it’s clear the boat has been sailing against the wind since COVID hit.
Supply chain experts say a national IT system for vaccine distribution could speed things up.
It’s a difficult task selling new vehicles when lot inventories are thin. However, with the right strategy, dealers can overcome disruptions in the automotive supply chain.
FreightWaves Truck Talk is a weekly newsletter adding perspective, context and commentary to industry news and trends.
On Wednesday, the U.S. International Trade Commission ruled against SK Innovation Co. Ltd. for stealing battery trade secrets from LG Chem. What implications does this have for OEMs that rely on SK?
We’ve long touted retail inventory restocking as a primary growth driver for the freight bull run, but apparel brands aren’t aligning with this thesis. Rather than reverting back to habitual overordering and year-end discounting, retailers are sticking with the conservative ordering tactics that helped them win the holiday season.
