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 ...
FDX: DOWNGRADEZIM: BEST PERFORMER WTC: INVESTOR DAY AAPL: LEGAL RISKTSLA: UPGRADEXOM: DIVESTMENT TALKAMZN: HOT PROPERTYGM: ASSET SALEHLAG: PROTECTING PROFITSVW: STRIKINGPLD: FAIR VALUE RISKSTLA: CEO OUTDHL: BOLT-ON DEALMAERSK: NEW ORDERGXO: POLISH DEAL EXTENSIONDSV: TRIMMING
FDX: DOWNGRADEZIM: BEST PERFORMER WTC: INVESTOR DAY AAPL: LEGAL RISKTSLA: UPGRADEXOM: DIVESTMENT TALKAMZN: HOT PROPERTYGM: ASSET SALEHLAG: PROTECTING PROFITSVW: STRIKINGPLD: FAIR VALUE RISKSTLA: CEO OUTDHL: BOLT-ON DEALMAERSK: NEW ORDERGXO: POLISH DEAL EXTENSIONDSV: TRIMMING
Fascinating – just as it appeared that Amazon had outgunned traditional retailers in the war for shoppers, with its cheaper prices and greater selection, retailers have begun the counterattack, using the one advantage they still have: geographical locations. Where previously high street stores were considered a disadvantage against the online-only retailer, if you transform their function from shops to mini-distribution centres and compare the logistics per shipment with Amazon’s main hub system, a very different picture unfolds. “Amazon has already beaten most retailers on price and selection. The third battleground is location, and the smart retailers are not conceding that.”
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