Supply Chain Optimization

Unbelievable YRC Bailout

For a company with a stock market valuation of only $75 million, getting a $700 million federal loan seems to be… For a company with a stock market valuation of only $75 million, getting a $700 million federal loan seems to be bizarre. Yes – the ...

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Product Rationalization To Enhance Sales

While manufacturing and, to a lesser extent, marketing managers have struggled for years to rationalize product… While manufacturing and, to a lesser extent, marketing managers have struggled for years to rationalize product offerings, the Covid ...

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LTL – Less Than Lucrative

YRC is in trouble. Key facts: $5 billion in revenue 31,000 employees – 75% of which are unionized YRC is the biggest pure LTL carrier…(XPO, UPS, and FedEx are much bigger) While in Q1 they made money, YRC lost $104 MM last year. To stay afloat, they ...

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Shippers Hate ’Em But We Need ’Em (Now)

Most shippers really do hate brokers. They are the supplier of last resort. The trucks vary in quality, and the performance is perceived as being of lesser quality. (Is this perception or reality?) But we need brokers as they are the information ...

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The $200 Million Logistics Problem

I don’t usually go into something that is not mainstream, but this is instructive. HCSB bank lost $200 Million dollars in one day because it couldn’t move gold from London to New York to address a disparity between the price of gold in London vs. ...

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“Fantasy” Dock Schedules

A fixed dock schedule is a fantasy – we all recognize that $#!T happens…and the schedule must adjust on the fly. Check out what we believe is the only dynamic dock schedule here Good news for the economy: US jobs report follow-up – the 2.5MM adds ...

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Uber Freight Buying Market Share?

Uber Freight lost $64 million in the first quarter despite a 57% jump in revenue to $199 Million (i.e., It is losing 33¢ on every dollar of revenue). Commentary from the Wall Street Journal : “Uber Freight has had a significant impact on its market ...

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A Pox On The New York Times

To Benjamin Norman and David Segal: you are wrong about the US Logistics system – just give it a little time. “Nobody could make supply chains sing like the United States. And now maybe nobody can, period. Credit… Benjamin Norman for The New York ...

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It’s A Shame To Waste Good Data

There is a ton of data out there…but who uses it for good purposes? When will mainline software suppliers, who make the WMS, TMS, and YMS everybody uses, start to think about using data to help productivity? Every article I read about Artificial ...

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Postal Service Wants $75 Billion

The Postal Service, which is, for the most part, a government-mandated disaster, wants… The Postal Service, which is, for the most part, a government-mandated disaster, wants $75 billion for coronavirus relief. The reality is that USPS was pretty ...

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