Supply Chain Matters

AUGUST 11, 2022

The Ferrari Consulting and Research Group shares a Part Three commentary addressing our mid-year assessment of published 2022 Predictions for Industry and Global Supply Chains made available at the beginning of 2022, and specifically addressing supply chain cost inflation implications. Bob Ferrari.

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Supply Chain Matters

DECEMBER 1, 2022

Supply Chain Matters provides highlights and added perspectives on reported November 2022 global manufacturing PMI and supply chain activity indices. There are additional signs of a global glut in overall inventory levels, yet selective component shortages remain for certain industries. Bob Ferrari.

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BlueYonder

OCTOBER 1, 2022

Breaking Down Silos Between Procurement, Planning and Logistics – Siloed supply chains can result in latency, lack of responsiveness, expediting, excess inventory, and dramatic inefficiencies, which are exacerbated today by rising customer expectations and increased volatility.

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Supply Chain Matters

JULY 7, 2022

The Supply Chain Matters blog highlights select June and Q2-2022 global manufacturing and supply chain indices, with the data indicating increased headwinds and challenges in the months to come. The average global PMI value for Q2-2022 was 52.3, The March 2022 reading index was 57.1 down from 53.0

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Supply Chain Matters

AUGUST 22, 2022

In this Supply Chain Matters industry specific commentary, we make the observation that retail industry sales and operations planning and demand support teams, given the current state of recent business financial performance, need to up their game in supply network inventory management agility and added responsiveness. .

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The Logistics & Supply Chain Management Society

APRIL 26, 2022

The answer, quite simply, is through a relentless focus on resilience across the entire supply chain. As of January 1, 2022, it was taking a company an average of 73 days to deliver goods to truck or rail carriers after booking with an ocean carrier and completing the cross-ocean journey, according to E2open’s Ocean Shipping Index.

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SCMDOJO

AUGUST 16, 2023

By employing these technologies, Walmart gains valuable insights into customer buying behavior, sales trends, and inventory levels. The ability to analyze this data enables the retail giant to make informed decisions on product procurement, inventory management, and demand forecasting.

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Supply Chain Matters

AUGUST 8, 2022

Supply Chain Matters highlights two additional indices of global and US supply chain volatility relative to July 2022 global supply chain activity levels. Global Supply Chain Pressure Index. Warehousing and Inventory metrics continue to buoy the logistics sector.

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ShipBob

APRIL 26, 2023

In an ecommerce business, supply chain performance is one of the key factors affecting the performance of the business as a whole. If the supply chain isn’t moving as seamlessly as it should, it could cause disruptions further down the line, and even result in delivery delays and customer disappointment.

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Supply Chain Matters

DECEMBER 13, 2022

Current Year 2022. The basis of our Ferrari Consulting and Research Group 2022 Predictions for Industry and Global Supply Chains in 2022 was the theme of ‘ Reexamination ’ which was a spillover of the escalation of global wide disruptions, supply chain driven cost inflation and critical parts shortages leading to lost revenue growth.

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Supply Chain Matters

SEPTEMBER 23, 2022

Implied is that these vehicles will remain as factory inventory until needed components arrive and customer or dealer orders can then be fulfilled. Ford will formally report its Q3 financial performance in late October but was compelled to issue this week’s warning. sales organization and vehicle distribution strategies.

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Supply Chain Matters

JUNE 16, 2022

The Logistics Managers Index for May indicated that inventory costs are now one-third higher than they were last year. CFO ’s, if they have already done so, will be calling for a comprehensive inventory management analysis, especially if prior decisions were made to take on added inventory as a supply network risk mitigation measure.

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Supply Chain Matters

JULY 6, 2022

Toyota Motor reported a 19 percent decline in total sales for the first six months of this year while Hyundai Motor reported a 23 percent decline in second quarter sales and a 16 percent sales reduction for the first half of 2022. Steep transportation cost increases and shipping delays added to inventory management challenges.

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Supply Chain Matters

AUGUST 4, 2022

A July edition provided two reports that responded to the question- Are Global Supply Chains Recovering ? Noted is that at the onset of the second half of 2022, the elephant in the room remains high inflation. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters

AUGUST 15, 2022

Inventory Glut of Bicycles. In retrospect, they collectively ordered too much finished goods inventory from offshore supply sources. Cited are interviews with dealers who indicated multiple lost sales during the initial lockdown periods, because of not having any new bikes in inventory. Bob Ferrari.

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Supply Chain Matters

FEBRUARY 5, 2024

trillion profit in 2022. However, the ongoing trend of customers reducing inventory may mean that earnings will not significantly recover. For the full year of 2023, the company reported KRW 258.94 trillion in annual revenue and KRW 6.57 trillion in operating profit. trillion from a KSW 23.8

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Supply Chain Matters

JUNE 21, 2022

As inventory-to-sales ratios dropped to near record lows, inter-modal logistics networks were forced to try to manage and synchronize essentially just-in-time material movements which were out of sync in many important dimensions. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters

JUNE 24, 2022

Federal Reserve Chairman Jerome Powell who has stated that: “ What [the Fed] can control is demand, we can’t really affect supply with our policies…so the question whether we can execute a soft landing or not, it may actually depend on factors that we don’t control” (Marketplace 2022). Bob Ferrari. All rights reserved. .

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Supply Chain Matters

SEPTEMBER 6, 2022

We also concluded that there would not be a peak shipping season this year because of both muted production levels as well as the high levels on inventory that exist in warehouses across the globe, and especially across the United States. Supply chain risks and likely disruptions are not going away any time soon. Bob Ferrari.

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Supply Chain Matters

JULY 15, 2022

The company lacked visibility to inbound inventory and a third-party logistics provider’s tracking systems were not aligned to Peloton ’s customer service support needs. The company’s inventory levels of unsold equipment have reportedly swelled to over $1 billion. port backups, which added to overall costs and diluted margins. .

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Supply Chain Matters

AUGUST 2, 2022

percent in the first half of 2022, reportedly driven by price growth of 6.5 Procter & Gamble ’s latest report of quarterly financial performance featured the company’s largest annual sales growth in 16 years, due mainly to aggressive price increases. Higher costs reportedly have resulted in a 2.8 The company’s organic sales grew 8.1

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Supply Chain Matters

AUGUST 3, 2023

Morgan indicated in part: “ Near-term forward looking indicators also headed lower, most notably the finished goods orders-to-inventory ratio which fell further below 1,0 from an already contractionary reading.” Commenting on the July data implications, a compelling observation by Bennett Parrish, Global Economist at J.P. from the 44.8

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Supply Chain Matters

JUNE 5, 2023

That could signal even more added inventory exposures. On a positive note, average purchase prices reportedly fell for the first time in three years while supplier lead times “ shortened to the greatest extent since April 2019, amid reports of improved material availability and lessor supply chain pressure.” for May, 0.2

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Supply Chain Matters

SEPTEMBER 17, 2022

The company’s range of diverse business services spans many dimensions of industry specific logistics, inventory management, transport and last mile services. The sudden decline in consumer demand for either pandemic or other needed material purchases has caught many businesses with excess inventories and frankly, some surprise.

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Supply Chain Matters

OCTOBER 21, 2022

In this Supply Chain Matters industry specific commentary, we revisit EV automaker Tesla’s prior report of Q3-2022 operational performance with this week’s formal report of financial performance. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Supply Chain Matters

MARCH 13, 2023

Background In a mid-January posting, we alerted our readers to reports that Rivian Automotive fell short of its 2022 vehicle production goal and that several top executives had departed the company, including the company’s purchasing head. For fiscal year 2022, total revenues were $1,7 billion, supported by 20,332 total vehicle deliveries.

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Aera Technology

AUGUST 16, 2018

3 Reasons Why the Pharma Supply Chain is Ripe for Digital Transformation Digital transformation is a harbinger of active and integral business growth By Kaushal Dave The global pharmaceutical market has long passed the $1 trillion mark and is projected to grow at 6.3 percent CAGR through 2022. to optimize its operations.

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Taulia

JULY 11, 2023

A 2022 paper commissioned by Dun & Bradstreet found that companies failing to meet their ESG goals faced tangible challenges that can lead directly to increased operational and financial risk. A 2022 survey by EY revealed that eight in ten supply chain executives are increasing their efforts toward sustainable supply chain operations.

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Supply Chain Matters

APRIL 26, 2023

Earlier this month, Supply Chain Matters highlighted operational performance in the quarter which included total global-wide vehicle deliveries amounting to a 36 percent year over year increase from that of Q1-2022. Sequentially, vehicle deliveries were 4 percent higher than the final quarter of 2022.

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ToolsGroup

JULY 6, 2023

At ToolsGroup we are dedicated to helping companies optimize their supply chain performance, and it is very gratifying to be recognized as a market leader based on the opinions that matter most – those of our customers.” Read the press release here. See ToolsGroup’s listing on FeaturedCustomers here.

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Supply Chain Matters

APRIL 18, 2023

With a stated 2023 total aircraft delivery target of 720 aircraft, the Q1 performance falling short of the 180 threshold number already provides added pressure for Airbus to make up the difference in the final three quarters.

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Supply Chain Matters

FEBRUARY 5, 2024

The S&P Global US Manufacturing PMI® January report was headlined with the “ Strongest improvement in manufacturing performance since September 2022.” Quicker declines in finished goods inventories and a softer reduction in pre-production stocks were noted. Manufacturing , there were mixed consensus. and France being 43.1.

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