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What Retailers are Saying About Tariffs - Part 5

Cathy Roberson

The topic/report will be on the logistics M&A so far this year. The report will be available free for paid Substack subscribers but I’ll provide a summary and a link to the report in case you’re interested in either purchasing it separately or paying for an anuual subscribtion to my Substack articles.

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The State of U.S. Logistics is One of High Uncertainty

Supply Chain Matters

The Supply Chain Matters blog provides observations and additional information perspectives related to the 2025 State of Logistics report. The report points to an upcoming period of high uncertainties along with the need to fundamentally rethink supply chain resilience as a strategic imperative. Costs in all of 2024 rose a reported 5.4

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Global Production Activity Levels Remain in Contraction at the End of 2024

Supply Chain Matters

Supply Chain Matters provides readers with December 2024, Q4-2024 , and year-end global supply chain assessments as reported by various global wide PMI reporting. Morgan and S&P Global Market Intelligence reported a continuation of contractionary activity levels in the final month of 2024. for December, down from a 50.0

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What Retailers are Saying About Tariffs - Part 3

Cathy Roberson

Reported April 24 Over 60% of our business is from products that are manufactured, bagged, assembled or grown in the United States and only 12% of our business is direct imports. Recall, we purchased targeted additional inventory in late fiscal '25 and early fiscal '26, ahead of tariffs. billion to $1.6 Christopher J.

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What Shippers Are Saying About Tarriffs - Part 2

Cathy Roberson

Reported April 22 Our trends in April have held consistent with March, and while market conditions remain soft, we've seen no appreciable downturn over the past two weeks, despite the tariff environment. It's really in Q3 that we expect to see some tariff impact coming through as it works through the inventory of cycle.

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What Retailers are Saying About Tariffs - Part 6

Cathy Roberson

The topic/report will finally be on the logistics M&A through the end of May. The report will be available free for paid Substack subscribers but I’ll provide a summary and a link to the report in case you’re interested in either purchasing it separately or paying for an anuual subscribtion to my Substack articles.

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Prediction- Increased Tariffs and Trade Conflict Policies Lead to Added Assessments of Supply Chain Sourcing Strategies

Supply Chain Matters

Prediction Background In our prior published 2023 and subsequent 2024 research advisories, we had previously predicted that businesses and their strategic supply management teams were already executing termed China Plus sourcing actions as a means for increased supply network resiliency. billion in funds.