US retail inventories hit new heights, and probably caused early transpac peak
In a warning to container shipping lines serving North America that the hitherto strong demand ...
DHL: SHINING ON WEAKNESSKNIN: ENOUGH DAMAGE DONE NOWLINE: BOUNCING BACKMAERSK: LOOKING AHEADUPS: UPGRADE AHEAD OF EARNINGSAMZN: BETTING ODDSJBHT: EARNINGS MISSJBHT: EARNINGS SEASON IS HEREDHL: BOTTOM FISHINGDSV: DOWNKNIN: NEW MULTI-YEAR LOW TGT: YIELD RETURNPLD: REBOUND MATTERSAMZN: MULTI-BILLION LONG-TERM MEXICO INVESTMENTDSV: WEAKENING TO TWO-MONTH LOWSKNIN: ANOTHER LOW
DHL: SHINING ON WEAKNESSKNIN: ENOUGH DAMAGE DONE NOWLINE: BOUNCING BACKMAERSK: LOOKING AHEADUPS: UPGRADE AHEAD OF EARNINGSAMZN: BETTING ODDSJBHT: EARNINGS MISSJBHT: EARNINGS SEASON IS HEREDHL: BOTTOM FISHINGDSV: DOWNKNIN: NEW MULTI-YEAR LOW TGT: YIELD RETURNPLD: REBOUND MATTERSAMZN: MULTI-BILLION LONG-TERM MEXICO INVESTMENTDSV: WEAKENING TO TWO-MONTH LOWSKNIN: ANOTHER LOW
An article in Forbes notes that “we are at the end of the beginning of e-commerce”. Christmas 2014 was the time in which retailers came of age – digitally speaking. It is true that not every retailer could be proud of its omni-channel retailing in December, but the month was better than December 2013, when stories abounded of struggling express operators failing to fulfill demand.The article suggests, however, that there is still much work to be done and that much of the consumer packaged goods world is in “relative inertia”. Further away from the consumers, they still tend to rely on the traditional physical supply chain.
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