Brittain Ladd

Consultant bullish on Trump’s impact on retail, e-commerce, FreightTech M&A

With the new Trump administration come expectations of regulatory changes, including potential shifts at the Federal Trade Commission, that could unlock M&A activity. These shifts could mean promising activity in retail and e-commerce, as well as greater investment in supply chains.

Lower interest rates may also drive fresh investment in housing and retail, benefiting brands like The Home Depot and Lowe’s, while new entrants such as Temu, leveraging social commerce models, intensify competition...

https://www.freightwaves.com/news/consultant-bullish-on-trumps-impact-on-retail-e-commerce-freighttech-ma

Reefer tender rejection rates surge following hurricanes

Reefer and dry van markets diverging

(Chart: SONAR)

Showing signs of capacity tightening, the reefer tender rejection rate has risen to 14% while the dry van market remains muted at 5%. Spiking reefer tender rejection rates outbound from Florida were a major part of that. While reefer rejections have been rising for months, hurricane relief efforts appear to have had more impact on the reefer market than on the dry van market, suggesting that supply and demand in the reefer segment is much more...

https://www.freightwaves.com/news/reefer-tender-rejection-rates-surge-following-hurricanes

Brittain Ladd returns to The Stockout

Start your week with Brittain Ladd

On Monday at 10 a.m. EDT, Grace Sharkey and I will again interview one of our favorite guests: outspoken independent consultant Brittain Ladd. The depth of Ladd’s expertise is impressive and spans companies and topics throughout the retail space and far beyond. 

On his prior The Stockout appearance, his Starbucks comments were prescient. Ladd described the company as being “in a world of hurt” and said its board had appointed the wrong CEO. It instead needed an...

https://www.freightwaves.com/news/brittain-ladd-returns-to-the-stockout

Brittain Ladd brings bare-knuckle comments to The Stockout

Brittain Ladd explains why he thinks Starbucks is in a ‘world of hurt’

On Monday’s The Stockout show, Grace Sharkey and I interviewed Brittain Ladd, an outspoken strategic consultant with a specialty in the retail sector, among others. The discussion touched on geopolitics and how companies can diversify their supply chains to have less reliance on China. That’s not easy, according to Ladd, and often, moving physical production away from China results in production in Mexico or elsewhere by a...

https://www.freightwaves.com/news/brittain-ladd-brings-bare-knuckle-comments-to-the-stockout

Will Shein help propel Flexport’s future?

Global fashion retailer Shein’s latest announcement on LinkedIn revealed that its U.S. marketplace merchants can now integrate with Flexport’s fulfillment services, a move expected to drive growth for Flexport.

“With Flexport as our preferred logistics partner, we’re revolutionizing the way you manage inventory and fulfill orders. … From inventory management to sales, everything works together seamlessly to boost efficiency,” Shein said.

The partnership will enable merchants to manage their...

https://www.freightwaves.com/news/will-shein-help-propel-flexports-future

Sources: Clarke would seriously consider C.H. Robinson CEO job

Andrew Clarke, the former CFO at brokerage giant C.H. Robinson Worldwide Inc., would seriously consider an offer from the board to return to the company as CEO following last week’s abrupt firing of president and CEO Bob Biesterfeld, according to sources familiar with the situation.

Clarke, who served as the Eden Prairie, Minnesota-based company’s CFO from 2015-19, would consider it a “fascinating opportunity” to assume the helm of the nation’s largest broker and $25 billion company, said one of...

https://www.freightwaves.com/news/sources-clarke-would-seriously-consider-ch-robinson-ceo-job

With plenty of money and lots of runway, Flexport hands the reins to Clark

Flexport may not have needed a new hand at the tiller to take its business to the next level. Come Sept. 1, however, it’s getting one.

The hiring of Dave Clark, who departs his remarkable 23-year gig at Amazon.com Inc. (NASDAQ: AMZN) on July 1 to become the San Francisco-based freight forwarder’s new CEO, marks the end of an era, though a relatively brief one. For nine years, Flexport reflected the flamboyant persona of its founder, Ryan Petersen. It is now expected to settle into a more mature...

https://www.freightwaves.com/news/with-plenty-of-money-and-lots-of-runway-flexport-hands-the-reins-to-clark

A decade of grocery supply chain change — Point of Sale

ArcBest is more than logistics. Whatever you do, whatever you ship, ArcBest makes it easier for you to do business. ArcBest combines reliable capacity, innovative technology and trusted relationships to take the complexity out of your supply chain and keep your shipments moving. That’s what makes ArcBest more than logistics.

COVID-19 has sped up supply chain progress by decades, and the grocery industry is no exception. 

FreightWaves Senior Retail Analyst Andrew Cox is joined by respected...

https://www.freightwaves.com/news/a-decade-of-grocery-supply-chain-change-point-of-sale

The Super Bowl of supply chain — Navigate B2B

Navigate B2B 11/20

The big game is over and once again Tom Brady proved to the world why he is one of the greatest quarterbacks to play the game. On this episode of Navigate B2B, host and OceanAudit CEO Steve Ferreira interviews a guest who knows a little something about greatness himself. 

Brittain Ladd is an expert in the retail world and in 2013 used game theory to make a case for Amazon acquiring grocery chain Whole Foods. 

Four years later, Ladd’s prediction came true when the organic grocer became part of the...

https://s29755.pcdn.co/news/the-super-bowl-of-supply-chain-—-navigate-b2b

Amazon to build incubator for startup trucking companies

Amazon.com Inc. (NASDAQ:AMZN) has taken the next big step to establish capacity assurance for its delivery network: Grow it in-house.

The Seattle-based company plans to launch a program to recruit hundreds of people to start their own trucking companies and haul goods exclusively for Amazon. An IT publication reported the news Friday morning. Brittain Ladd, an e-commerce consultant who was an executive at Amazon, said Friday that he became aware of the initiative last year and that it will be...

https://s29755.pcdn.co/news/amazon-to-build-incubator-for-startup-trucking-companies

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