Supply Chain Optimization

Clean Up In Aisle 3

Yes, there is a mess in the center store. At the same time that Kroger tells us that their prices to the consumer are going DOWN, manufacturers like Smucker’s, ConAgra, General Mills, and Hershey tell us that costs are going UP! Something has to ...

Read More

New York And New Jersey Encourage Strikes + Oil Going Up?

New York and New Jersey encourage strikes – how else can you explain: A new law in New Jersey allowing strikers to claim unemployment insurance in only 4 weeks A bill that the Governor hasn’t yet signed– but passed by the NY Senate – to allow ...

Read More

Brokers Bulk Up

Brokered freight is now 20% of all truck moves – up from 5% in 2000. But brokers are moving beyond just moving data. JB Hunt Brokerage, Convoy, and Uber, amongst others, are providing drop trailers to expedite shipments and enhance driver ...

Read More

Walmart Demands Higher Service – But It Is For Your Own Good

At last week’s Gartner conference, Simon Bailey (Analyst) talked about how getting on-time, in-full (OTIF) is harder. From 2015-2018 : Case fill is down 1.2% to 93.3% On time is down 1% to 90.6% But Monique Picou, VP at Walmart, made it clear that ...

Read More

Results from Bellwether J.B. Hunt tells a story

Revenue up 8% – income down 1%… but this breaks down to: What we know… dedicated is profitable. A portion of revenue increases comes from pricing. I hear from clients that intermodal can cost more than a truck more often than before. JBH -Intermodal ...

Read More

Carrier Shocks

Diesel fuel costs will spike when ship owners comply with… Diesel fuel costs will spike when ship owners comply with clean air rules by filling up en masse with distillates, i.e., diesel. Imagine ships suddenly all wanting carrier diesel fuel. It ...

Read More

Disaster in Midwest – Did you know?

Flooding has wiped out bridges, roads, and railroads…Did you know… Flooding has wiped out bridges, roads, and railroads… Did you know that railroads help each other when disaster strikes? When one has a washout, competitors will allow them to use ...

Read More

Four For Four

There have been 4 major ship fires in 4 months. While this is exceptional, and we hope for a blue-moon event, the reality is that shippers need to take significant responsibility. Undeclared hazardous goods and poorly packed dangerous goods subject ...

Read More

Grit…not Genius

“Modern wars are won by grinding, not by genius” – Cathal J Nolan. This may apply to the e-commerce war between Walmart and Amazon. News from the RILA Supply Conference and other sources show Walmart exceeded expectations with comparable e-commerce ...

Read More

Hard To Get Your Share

Mega container ships keep getting bigger – adding capacity to lanes. Mega container ships keep getting bigger – adding capacity to lanes. Total capacity is expected to grow 5% over the next 4 years, while demand for boxes may be down (no trade deal) ...

Read More