The pandemic shook up the way Americans shop, but that isn’t necessarily a bad thing. On this episode of Point of Sale, Andrew Cox explains why.
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.
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.
Census Bureau data showed a decline in February sales, but levels remain elevated from a year ago as new stimulus hits
Retailers are stuck between playing the waiting game and risking delays that wreck quarterly results or ponying up and taking to the skies. The goods will arrive quickly, but at what cost?
The software platform could help restore “lifetime value” to the 9.5 million tons of furniture that end up in landfills each year.
National Retail Federation’s Jon Gold and CNBC’s Lori Ann LaRocco discuss the impact of empty containers and port congestion and how retailers can protect themselves from future supply chain vulnerabilities.
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.
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.
Walmart and Kroger are taking differing approaches to online grocery fulfillment. While fully-automated warehouses are more efficient, they are much more expensive and inflexible. Local-fulfillment centers may not be as efficient, but they are much more cost effective. Read the detailed trade-offs here:
Despite losing momentum sequentially for the last three months of the year, holiday sales grew 8.3% year-over-year. The surprising data is further evidence of the resilience of the American consumer, and the ability for retailers to influence how and when people shop.
Andrew Cox and Seth Holm debate how companies should look to expand their operations for the coming year.
This is an excerpt from Monday’s Point of Sale retail supply chain newsletter. The UK grocery supermarket sector was once highly oligopolistic, but in recent years, European brands have expanded in the UK and have created a much fiercer competitive landscape. There are 4 primary British supermarket chains dubbed ‘The Big Four’: Tesco, Sainsbury’s, ASDA, […]
Bed, Bath & Beyond reported EPS of less than half consensus estimates. CEO Mark Tritton pointed to tight shipping capacity and elevated freight costs for the miss. Get used to hearing this.
COVID induced demand for goods and spending in the home. How will spending behavior change when vaccines are widespread? Retail Analyst Andrew Cox believes consumer spending will be “A Tale of Two Halves”. See what he means:
Retail analyst Andrew Cox makes five predictions for retail supply chains in 2021. First and foremost: An inventory correction.
Anthony and Zach talk to rail and intermodal expert Mike Baudendistel about some interesting signals from that sector as well as connecting the dots between modes.
In Episode 30, Andrew and Kevin reunite with an original host and creator of the show’s name, Seth Holm, to discuss the future of malls, brick-and-mortar and retail overall. Seth spent nearly 10 years covering consumer and retail stocks at an Atlanta-based hedge fund before joining the Freight Intel Group last April. Can malls reclaim […]
Grocery stores curtail hours and enforce limits on staple purchases as coronavirus-induced panic buying empties store shelves of many items. High-touch retailers shutter stores.
Apple (NASDAQ: AAPL) announced today that it is closing all its retail stores outside China in response to the COVID-19 (coronavirus) pandemic. The company has about 500 stores globally and had previously shut its China stores during the outbreak in that country. Those stores reopened today. The question now is, will other retailers follow suit […]
