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https://www.freightwaves.com/news/daily-infographic-dont-wait-till-black-friday-to-shop-for-holidays
From anchorage stats to forward arrivals, ocean bookings, and inventory-to-sales numbers, all the latest data paints the same picture: The U.S. congestion crisis has never been more severe than it is now — and it’s getting worse.
Hope for any relief this year has vanished. French carrier CMA CGM is the latest in a long line of market participants to push back its timeline on normalization. Capacity constraints “are expected to continue until the first half of 2022,” CMA CGM warned on Friday.
Alarm...
U.S. import demand is stronger than ever as inventory-to-sales ratios remain painfully low. But there’s rising risk to shipping volumes on the supply side of the equation: Most American containerized imports come from China and elsewhere in Asia, where the delta variant is spreading.
There were two big plunges in trans-Pacific volume last year: one supply-side driven, when China locked down in the first quarter; another demand-side driven, when the U.S. locked down in the second quarter.
There...
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https://www.freightwaves.com/news/daily-infographic-what-is-a-logistician
U.S. import demand remains historically high. And yet, containerized imports could pull back, at least temporarily, because the trans-Pacific shipping system has bounced against its max-capacity ceiling and can no longer bear the full load.
Liner giant Maersk said in a new client note that month-on-month U.S. import declines “should not be attributed to a softening in demand, but rather, to continued capacity disruptions caused by heavy congestion across the entire trans-Pacific network.”
FreightW...
https://www.freightwaves.com/news/us-imports-could-stall-as-demand-overwhelms-trans-pacific-capacity
This is an excerpt from Thursday’s (5/20) Point of Sale retail supply chain newsletter sponsored by ArcBest.
Americans continue to spend at elevated levels in and for the home. And now that people are becoming more comfortable with others in their homes, the renovation projects that were sidelined during the pandemic are coming back in a major way. Home Depot posted another great quarter this week, as it sees continued strength from DIYers and the best quarterly growth rate for its Pro customers...
This is an excerpt from Thursday’s (5/20) Point of Sale retail supply chain newsletter sponsored by ArcBest.
Target welcomes margin compression if it means fewer empty shelves
On Wednesday, Target reported monster first-quarter results, handily beating Wall Street expectations on the top and bottom lines. In the first three months of the year, comparable sales grew 23%. This is remarkable given that the quarter was lapping a big 10.8%...
https://www.freightwaves.com/news/target-and-walmart-building-inventories-for-different-reasons
This is an excerpt from Thursday’s (5/17) Point of Sale retail supply chain newsletter sponsored by ArcBest.
The headlines read something like “April retail sales flat, missing expectations.” Indeed, Americans spent 0.0% more in April (seasonally adjusted) than we did in March. Compared to this time last year, retail sales in April climbed 37.2%. Both of these numbers mean very little because of their respective wacky denominators.
Retail sales came in flat month-over-month in April, but after a...
https://www.freightwaves.com/news/april-retail-sales-were-excellent-for-freight-markets
This is an excerpt from Thursday’s (5/13) Point of Sale retail supply chain newsletter sponsored by ArcBest.
One of the most intriguing COVID silver linings was the opportunity for massive companies to pivot. For the apparel industry, those pivots have been largely consistent across subsegments and price points: Increase direct-to-consumer sales while cutting ties with undifferentiated retailers, focus on controlling inventory to minimize promotional activity, and consolidate the product...
This is an excerpt from Thursday’s (3/25) Point of Sale retail supply chain newsletter sponsored by ArcBest.
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.
Nike CFO Matt Friend said during the company’s earnings call last week, “Disruption in the global...