Supply Chain Shaman

SEPTEMBER 5, 2022

Supply Chain Performance over the Period of March 2020 to July 2022. Supply chain leaders self-assessment of performance during the pandemic period of March 2020-through July 2022. Wall Street Journal Headline on Retailers Using Containers to Store Excess Inventories. Today, inventory fire sales abound. My take away?

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Operations and Supply Chain Management

OCTOBER 18, 2021

Forecasting Shipping Delays; Cargo Swamps Airports; Alibaba’s Challenge. A growing number of logistics operators and industry observers see the snarls bottling up supply chains this year extending deep into 2022. Alibaba Group Holding is facing a new challenge to its e-commerce dominance in China from a seemingly surprising source.

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Supply Chain Matters

JUNE 29, 2022

Included in this June 29, 2022 edition are updates featuring the following providers: Logility and Starboard Solutions. indicate that both are building a data platform that aims to predict shipping delays and prescribe alternative plans for their customers. billion, according to reporting from The Wall Street Journal.

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Supply Chain Matters

FEBRUARY 14, 2024

Shipping Lines Warn Red Sea Security Continues to Deteriorate Bloomberg reported last week that the CEO’s of two major shipping lines, which being Maersk and Norden, have both of the view that the security threat level of shipping traversing the Red Sea to and from the Suez Canal has continued to escalate. That compares to $9.8

Transportation 52

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Supply Chain Matters

MAY 3, 2022

Over the weekend, The Wall Street Journal highlighted ( Paid subscription or metered view) that China’s National Bureau of Statistics reported that the official manufacturing purchasing managers index, which tends to be weighted more toward large state-owned manufacturers, fell to a value of 47.4 China’s Specific Impact. Bob Ferrari.

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Supply Chain Matters

AUGUST 17, 2022

According to reporting by The Wall Street Journal , the contract manufacturer has managed to overcome some of the industry impacts of reduced unit sales of smartphones by concentrating on higher-end iPhone models produced for Apple demand needs. © Copyright 2022, The Ferrari Consulting and Research Group and the Supply Chain Matters® blog.

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Enterra Insights

NOVEMBER 22, 2022

The source of that unpaid labor? Educated customers are comparison shopping for products, prices, and associated services, including free shipping and returns, rapid delivery, and simple return policies. hospitals brace for an unprecedented winter of viruses ,” NBC, 10 October 2022. [2] Footnotes. [1] Footnotes. [1]

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Enterra Insights

FEBRUARY 25, 2022

The Wall Street Journal and New York Times are reporting that Ukrainian banks and infrastructure agencies have been suffering through waves of cyber attacks in recent days. 1] Bloomberg, “ What’s at Stake for Global Economy as Russia Standoff Escalates ,” SupplyChainBrain, 24 February 2022. [2] ”[4]. .”[5]

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NC State SCRC

DECEMBER 13, 2021

Global outsourcing affords many benefits in the form of lower prices and expanded market access, but only recently have senior executives begun to recognize the increased risk attributed to the higher probability of product and service flow disruptions in global sourcing networks.

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Enterra Insights

AUGUST 16, 2022

He writes, “[To help last mile operations, innovators have developed] concepts such as dark stores, gray stores, or drop shipping to make the delivery process more dynamic. As a result, many [companies] are embracing big data and artificial intelligence to gain insights into demand trends, seasonal fluctuations and order sourcing.”

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Enterra Insights

AUGUST 16, 2022

He writes, “[To help last mile operations, innovators have developed] concepts such as dark stores, gray stores, or drop shipping to make the delivery process more dynamic. As a result, many [companies] are embracing big data and artificial intelligence to gain insights into demand trends, seasonal fluctuations and order sourcing.”

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Supply Chain Matters

JULY 6, 2022

Both Business Network CNBC and The Wall Street Journal , cited data from Cox Automotive indicating that sales of new vehicles in the U.S. According to reporting by The Wall Street Journal , the apparel maker is having to pay five times more in ocean container movements rates from pre-pandemic levels. billion to $1.9

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NC State SCRC

DECEMBER 15, 2022

In today’s Wall Street Journal , I was interviewed regarding a case that was just filed against Amazon by a large robotics , claiming that the e-commerce giant backed away from promises made early in the Covid-19 pandemic to support the supplier with millions of dollars in new purchases.

Forecasting 52

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Supply Chain Matters

SEPTEMBER 6, 2022

The Wall Street Journal reported this week (Paid subscription or metered view) that ocean container freight rates related to the most active global shipping lanes continue to decline amid what is traditionally considered the peak shipping period leading up to the holiday fulfillment season in the November-December period.

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Supply Chain Matters

FEBRUARY 23, 2023

Background Global wide transportation and logistics costs increased at unprecedented rates during 2021 and 2022. During 2022, as consumers shifted their physical goods buying patterns away from products and into travel and services, global shipping volumes steadily declined and so did spot rates.

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Supply Chain Matters

AUGUST 24, 2022

Supply Chain Matters provides our readers added perspectives on this week’s reports indicating that Apple has initiated plans for production of the upcoming new model iPhone14 to be sourced from both China and India. Apple declined to comment on either the Bloomberg or Wall Street Journal published reports.

India 52

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Supply Chain Matters

JANUARY 9, 2023

Supply Chain Matters highlights high tech and consumer electronics bellwether Samsung Electronics and its warning that Q4-2022 quarterly profitability and revenues would fall short of revised estimates. That profitability warning represented the lowest profit for the company since Q3-2014.

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Logistics Viewpoints

JANUARY 12, 2022

Last week, Clint Reiser published an article highlighting our 2022 supply chain predictions. Supply chain disruption has many sources: tariffs and trade disputes, natural disasters, pandemics, economic uncertainty and cybersecurity attacks. Three Logistics Imperatives for Managing Uncertainty in 2022 ; Terence Leung ( Blue Yonder ).

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Supply Chain Matters

JUNE 13, 2023

We therefore wanted to highlight another published survey that provides data reflecting on the beginning of the traditional peak shipping season, whether shippers are anticipating a classic peak season, along with their expectations of container shipping rates as industries prepare for second-half activity levels.

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Supply Chain Game Changer

OCTOBER 5, 2022

In traditional retail operations, goods are eventually shipped to a bricks and mortar store. In ecommerce, goods are shipped directly to the consumer once an order is placed online – this makes the warehouse central to the order fulfilment process. International Journal of Logistics 2002 [link].

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Supply Chain Matters

NOVEMBER 14, 2023

Rivian Automotive is now free to sell its EV parcel vans to other parcel carriers, and added reinforcement from multiple ocean container shipping carriers that the existing industry volume declines could extend for two to three years. Delivery of these innovative vans began in July 2022.

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Supply Chain Matters

SEPTEMBER 19, 2022

The Supply Chain Matters blog provides another update on ongoing strategic sourcing and operational developments occurring among electric vehicle focused supply and production networks. According to reporting from The Wall Street Journal , a Texas site could begin pilot refining operations as early as the fourth quarter of this year.,

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Enterra Insights

OCTOBER 19, 2022

Rogers pointed out three sources of food supply chain woes: war, COVID-19, and climate change. Just as importantly, shipping delays can negatively affect getting fresh produce to market. ” He explains, “The response to a supply chain disruption relies on the ability to identify its source as quickly as possible.

Food 130

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Supply Chain Matters

AUGUST 25, 2022

The Wall Street Journal Logistics Report recently published a published report that was titled: Retailers Scrambling to Stow Inventories Are Turning to Transport Equipment ( Paid subscription or metered view ). Background. The presumption is that this inventory will be made available for this year’s holiday fulfillment period.

Inventory Reduction 52

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Enterra Insights

SEPTEMBER 14, 2022

A disruption at any point in sourcing, production, or logistics can result in out-of-stock merchandise or delayed deliveries — and, ultimately, a disappointing customer experience.”[6] Tomkins concludes, “The supply chain must do more than stock and ship products. ”[7]. ” Concluding Thoughts. Footnotes. [1]

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ToolsGroup

APRIL 1, 2022

Increased Shipping Costs, Delays, and Transportation Issues. Dealing with the Shipping Container Crisis. 28% of global retailers have tried to find alternative sourcing options due to supply chain issues (RetailNext, 2020). Source: Consultancy.UK. Image source: Fortune. Consultancy UK). Supply Chain Dive).

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Resilinc

OCTOBER 12, 2021

Mike Beckham, CEO of bottle and travel mug manufacturer Simple Modern, told the Wall Street Journal that a major Chinese supplier in Quzhou City had been forced to cut its workweek to four days and trim its electricity usage by a third. The world’s largest exporter since 2009, Chinese producers shipped $2.5 year-on-year in August.

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Resilinc

NOVEMBER 2, 2021

In the race to fill distribution centers and store shelves with inventory for the holidays, some of the world’s largest retailers and ecommerce sellers are jumping ahead of smaller competitors by chartering ships, shifting freight to air, re-rerouting inland shipments, and hiring more staff for distribution centers and other supply chain nodes.

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NC State SCRC

NOVEMBER 23, 2021

The current set of supply chain disruptions is being set off by a combination of COVID cases and energy disruptions in manufacturing hubs around the world, labor shortages, lack of capital infrastructure investment, misaligned transportation resources ( a lack of containers, ships, and trucks), and surges in consumer demand.

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Supply Chain Matters

JULY 15, 2022

Sourcing was both a cost as well as landed cost decision factor. Containers of fitness equipment shipped from Asia were delayed by major port and inland logistics disruptions. The move was communicated as a means to boost market share and to gain access to domestic sources of manufacturing capability.

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Supply Chain Matters

APRIL 29, 2022

As businesses report their financial performance for the first quarter of 2022, Supply Chain Matters continues with highlights of select bellwether firms that can be considered a relatively good indicator of ongoing industry supply chain challenges and how senior executives view the remainder of 2022.

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Supply Chain Matters

AUGUST 7, 2023

warehouse workers in June of 2022. Last week we cited a report by The Wall Street Journal indicating that the CEO of the globe’s largest freight forwarder, Kuehne + Nagel , indicated that “ There’s no peak season to be expected in 2023.” A similar acknowledgement came from the CEO of global shipping and logistics services firm A.P.

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Supply Chain Matters

MAY 9, 2022

Leading up to and during the prior labor talks, port operations were impacted by various slowdowns in the processing of inbound and outbound ships. As The Wall Street Journal noted in its reporting: “ The risks have seldom been as high as they are this year.”. Fortunately. Supply Chain Matters would not at all be surprised if U.S.

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Supply Chain Matters

MAY 22, 2023

According to the April report commentary , the industry remains hopeful in new signs indicating that retailers and manufacturers are getting closer to working off the overall glut of inventories that resulted in 2022. Spot rates for the Shanghai to Los Angeles shipping lane segment reportedly averaged $1823. The two U.S.

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Supply Chain Matters

FEBRUARY 25, 2022

That adds to the uncertainties in product demand planning for the remainder of 2022. With the on-time arrival times of container ships down to a level of less than 36 percent, and with ocean transit times from Asia to U.S. West Coast ports currently averaging over 100 days, more inventory is sitting on ships and not able to be sold.

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Supply Chain Matters

FEBRUARY 7, 2024

The Worldwide Stores retail segment was part of that analysis, particularly when the company reported in April 2022 the first quarterly operating loss in over seven years. As the commentary indicates, during the 2023 holiday fulfillment quarter, 600 million more items were shipped from these revised regional fulfillment centers.

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Supply Chain Matters

DECEMBER 13, 2023

Such actions were to include mitigation of risks related to China based sourcing, which is now commonly referred to as a China Plus sourcing strategy. That was followed by a public acknowledgement from CEO Tim Cook that the company’s 60 percent sourcing of various production within the country was too much.

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