The White House has narrowed April 2 tariffs wsj.com/politics/polic… via @WSJ
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Logistics TI
6.4K posts
Logistics TI
@LogisticsTI
A research & consulting company on the global #logistics market. #LinkedIn find us at Logistics Trends & Insights LLC #Instagram: logistics_market_research
Atlanta, GA เข้าร่วม Ağustos 2015
2.8K กำลังติดตาม6.6K ผู้ติดตาม
Lineage, the world’s largest refrigerated-storage company, is cutting staff six months after launching the largest initial stock offering in the U.S. last year wsj.com/articles/cold-… via @WSJ
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Many U.S. shoppers are on the hunt for deals, retailers say wsj.com/business/retai… via @WSJ
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The 2022 26th Annual 3PL Logistics Study was released this past week at @cscmp. Among the findings -
68% of shippers surveyed believe supply chains have become too global & must be balanced towards more regional and local/domestic ecosystems.
Thoughts?
3plstudy.com/ntt3pl/nttds_3…
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The option facing airfreight providers - stick with airport-to-airport transport or move beyond and offer transformational value-added services....@cmroberson06's @ACWmagazine column - Ocean carriers leaving airfreight carriers in the dust - aircargoworld.com/news/carriers/…
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UPS Emerges from Behind the Same Day Eight Ball - Acquires Roadie, by @cmroberson06 cathyroberson.substack.com/p/ups-emerges-…
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Logistics TI รีทวีตแล้ว
Top takeaways:
1. Domestic/Intl B2B volumes up
2. Sitting on a lot of cash - acquisition? share buybacks? 🤷♀️
3. YoY Ground ADV down - difficult comps. APAC export volumes also down for same reason. Q3 - expect the same. Q4 some increase.
4. Ocean FF "more than doubled profits".
Cathy Roberson@cmroberson06
UPS earnings are out - investors.ups.com/news-events/pr… Total Q2 revenue up 14.5% Total operating profit up 47.3%, adjusted operating profit up 40.8% Record Q2 financial results. Again.
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Into the fast lane: How to master the omnichannel supply chain mck.co/3kzWOvO via @McKinsey
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Logistics TI รีทวีตแล้ว
The latest On Logistics with @ACWmagazine podcast is out & I chatted with @mbalexan of Foundry Commercial about e-commerce and the warehousing market. Thank you Melissa!
aircargoworld.com/news/e-commerc…
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Logistics TI รีทวีตแล้ว
I've written several articles on cross-border e-commerce over the past few months. My latest substack article takes a look at some of the latest customs solutions from FedEx and UPS. cathyroberson.substack.com/p/speeding-up-…
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US Census' May inventory to sales ratio was published on Friday:
Manufacturers: 1.49, no change from April
Retailers: 1.09, up from 1.07 in April due to lower sales & inventories compared to April)
Wholesalers: 1.23, up from1.22 in April
census.gov/mtis/www/data/…
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Logistics TI รีทวีตแล้ว
A couple of Friday story shares:
.@ACWmagazine - Logistics providers take aim at more agile pharma operations aircargoworld.com/news/freight-f…
.@JOC_Updates - FedEx Express invests in India’s hot e-commerce market joc.com/fedex-express-…
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.@IATA May cargo data is out - CTKs increased yoy but slipped month-to-month. May ACTKs remained unchanged.
A moderate slowdown in cargo growth on such routes as Europe-Asia, Middle East-Asia, Within Europe, & Within Asia was noted.
iata.org/en/iata-reposi…
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Conquering the world with shoes, by @cmroberson06 cathyroberson.substack.com/p/conquering-t…
Ocean freight imports 👇
Air freight imports in comments.
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Logistics TI รีทวีตแล้ว
My story - Behind the same-day eight ball - cathyroberson.substack.com/p/behind-the-s…
Despite impressive investments, UPS is still behind in what is now considered a basic last-mile delivery option.
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Logistics TI รีทวีตแล้ว
Check out this great write up from @cmroberson06 following her first experience of @ManhAssocNews #MomentumConnect at the end of May... if you're interested in anything to do with #SupplyChain or #logistics, then Cathy is a 'MUST FOLLOW' v smart industry commentator 👍👍👍
Cathy Roberson@cmroberson06
A Saturday bonus, a second @substack article to end the week - My thoughts on @ManhAssocNews's Momentum conference and more - Managing the whole enchilada cathyroberson.substack.com/p/managing-the… Big thanks to Manhattan and @JimboCharlieAsh for allowing me to share my thoughts. ❤️
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Logistics TI รีทวีตแล้ว
My latest @ACWmagazine story: Cainiao expands services to customers outside of Alibaba’s ecosystem aircargoworld.com/news/e-commerc…
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Logistics TI รีทวีตแล้ว
As part of a just-completed blog post on manufacturing activity, I updated a chart on inbound full containers for ports of LA & Long Beach.
YOY change for Jan-Apr 2021:
LA:
2020: 43.6%
2019: 25.5%
2018: 27.9%
2017: 25.4%
LB:
2020: 44.6%
2019: 26.7%
2018: 21.3%
2017: 39%
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