CNBC: Trump tariffs on Canada, Mexico and China begin Saturday, White House says
CNBC reports: In an apparent ending to weeks of intense speculation, the White House confirmed Friday ...
TSLA: FEEL THE PAIN IN CHINAWMT: GUESS WHATXPO: SURGINGAMZN: LOOKING FORWARDCHRW: PAYOUT UNCHANGEDWTC: NEW HIGH MAERSK: 'AFLOAT IN A SEA OF RISK' F: TARIFF TRAFFIC WARNINGHON: GAUGE THE UPSIDEXPO: STELLAR EARNINGS DELIVERYMAERSK: DEMAND DISRUPTION RISKMAERSK: FOCUS ON MARGIN IN LOGISTICS AND SERVICESMAERSK: GROWTH UNDERPERFORMANCE IN OCEAN MAERSK: WHY IS GEMINI SUCH A GOOD IDEA MAERSK: INTEGRATOR STRATEGY MAERSK: EIGHT YEARS AFTER THE LAUNCH OF THE INTEGRATOR STRATEGYMAERSK: FOCUS ON DEALS MAERSK: QUESTION TIME WITH FOCUS ON MSC AND DEALS
TSLA: FEEL THE PAIN IN CHINAWMT: GUESS WHATXPO: SURGINGAMZN: LOOKING FORWARDCHRW: PAYOUT UNCHANGEDWTC: NEW HIGH MAERSK: 'AFLOAT IN A SEA OF RISK' F: TARIFF TRAFFIC WARNINGHON: GAUGE THE UPSIDEXPO: STELLAR EARNINGS DELIVERYMAERSK: DEMAND DISRUPTION RISKMAERSK: FOCUS ON MARGIN IN LOGISTICS AND SERVICESMAERSK: GROWTH UNDERPERFORMANCE IN OCEAN MAERSK: WHY IS GEMINI SUCH A GOOD IDEA MAERSK: INTEGRATOR STRATEGY MAERSK: EIGHT YEARS AFTER THE LAUNCH OF THE INTEGRATOR STRATEGYMAERSK: FOCUS ON DEALS MAERSK: QUESTION TIME WITH FOCUS ON MSC AND DEALS
CNBC‘s Lori Ann LaRocco writes:
– Peak season, the time of year when retailers start importing holiday items, begins in August and runs until October.
– Last year’s peak season trade orders were flat year over year.
– Logistics managers are hoping for a slight uptick in peak season this year, and back-to-school orders are trending higher, but the CEO of logistics company OL USA warns that a “normal peak season” may not return until Q3 2024.
The Covid hangover of inventories continues to be a big headache for retailers and the logistics companies which make money moving their products. As peak retail trade order season nears — July is the official start of the back-to-school and holiday order inventory build that runs through October — executives in the shipping industry are keeping a watchful eye on order activity.
Holiday orders are traditionally imported starting in August, with the manufacturing orders for these items made by retailers as much as six months in advance. During that timeframe this year, the U.S. consumer was facing record inflation and retail discretionary spending behavior was defined by a more discerning shopper…
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