Comment / US shippers on tape...

The best days of the summer behind us, it’s eerily quiet out there in transport and logistics (T&L).

However, from one conference call to another, in the past 48 hours listening to the management teams of three major US importers on the transpacific eastbound trade – Home Depot, Lowe’s and Target Corp: nearly $600bn in aggregate market cap – talking about their fiscal second-quarter numbers, valuable nuggets worth highlighting are plentiful.

Focus: the consumer and tariffs, tariffs and the consumer.

Inventory, too.

Now

Home Depot ...