Amid escalating trade tensions and new tariffs, the Trump management is once again pushing for iPhone production to return to American soil. During a recent press briefing, White House Press Secretary Karoline Leavitt stated, “Absolutely. [Trump] believes we have the labor, we have the workforce,...
inventory management
Los niveles de inventario sugieren que la demanda no será una preocupación a principios de 2025
Gráfico de la semana: Índice del administrador logístico: niveles de inventario SONAR: LMI.INVL El índice del gerente de logística (LMI) que mide los niveles de inventario fue 50 en diciembre, lo que indica que los inventarios totales se mantuvieron esencialmente estables en comparación con noviembre. Esto sugiere que las empresas pronosticaron con precisión la demanda […]
Esta entrada Los niveles de inventario sugieren que la demanda no será una preocupación a principios de 2025 Aparece primero...
Inventory levels suggest demand will not be a concern in early 2025
Chart of the Week: Logitsics Manager’s Index – Inventory Levels SONAR: LMI.INVL
The Logistics Manager’s Index (LMI) component measuring inventory levels was 50 in December, indicating that total inventories were essentially flat compared to November. This suggests that companies accurately forecasted demand for the holiday season. However, a closer look reveals a stark divergence between upstream and downstream inventory levels, suggesting significant freight movement opportunities in early 2025.
Why are shippers increasing lead times?
Chart of the Week: Outbound Tender Lead Time – USA SONAR: OTLT.USA
Tender lead times last week hit their highest value since SONAR released tender data in 2018, averaging 3.76 days between tender and requested pickup. The previous high of 3.68 was set last year at the same time. Is this a longer-running trend or just a seasonal glitch?
Christmas is typically the seasonal peak of the Outbound Tender Lead Time (OTLT) index. Lead times increase leading into major national holidays as transportation...
https://www.freightwaves.com/news/why-are-shippers-increasing-lead-times
The one pandemic-era trend that has stuck
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Chart of the Week: Outbound Tender Lead Time, USA SONAR: OTLT.USA
Tender lead times — the time...
https://www.freightwaves.com/news/the-one-pandemic-era-trend-that-has-stuck
Supply chains have a forecasting problem
High frequency data is the solution to navigating a volatile environment
Warehouses are full of unneeded inventory due to the fact companies like Target and Walmart could not predict demand and production capability effectively. While few companies have come out with a supply chain success story from the past two years, there are lessons to be learned from the gross failure of demand side forecasts.
The Outbound Tender Volume Index (OTVI) that measures truckload demand did not predict the...
https://www.freightwaves.com/news/supply-chains-have-a-forecasting-problem
Import demand dip hasn’t fully manifested but is sign of things to come
Companies are ordering less goods, which should not be a surprise
Chart of the Week: Inbound Ocean TEU Index, US Customs Maritime Imports TEUs – USA SONAR: IOTI.USA, CSTEU.USA
The 36% drop in import volumes reported earlier this month has not materialized domestically yet and may not for several months, depending on your place in the supply chain. The Inbound Ocean TEUs Volume Index (IOTI) measures trends in TEU volumes that companies book by departure date from their ports of origin. With an...
Order lead times plummet as inventories grow and demand uncertainty soars
Shipping lead times fall 23% as companies order less goods with more frequency
Chart of the Week: Ocean TEU Booking Lead Times – All ports to the USA SONAR: Container Atlas
Order lead times — the time between order placement and expected ship date for containerized imports — have dropped 23% since late April as supply chain managers are forced to change their strategy in an economic environment that is once again in a transitional state.
Last week, Target reported that it had essentially too...
Former FedEx execs bringing visibility to ‘stock in motion’
In today’s supply chain climate, merchants can be stuck with either stockouts or overstock, both of which leave retailers in a position to lose revenue. Now two former FedEx executives are looking to offer an inventory option they call “stock in motion.”
With this inventory alternative offered by S+V Technologies, merchants can give consumers an opportunity to purchase items that are in transit to fulfillment centers, eliminating the mystery of when items will be back in stock.
“When shopping...
https://www.freightwaves.com/news/former-fedex-execs-bringing-visibility-to-stock-in-motion
Inventory growth hits all-time high as warehouse prices soar in latest LMI
Chart of the Week: Logistics Managers’ Index – Inventory Levels, Inventory Costs, SONAR: LMI.INVL, LMI.INVC
The February Logistics Managers’ Index (LMI), which measures directional changes in transportation and warehousing activity, showed inventories growing at the fastest pace since the index was created in 2016 with a monthly value of 80.16. With companies finally making significant headway in restocking, orders may begin to slow, which may allow for supply chains to stabilize.
Companies...