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FreightWaves Staff Friday, February 26, 2021

NRF retail sales forecast says ‘Party on, freight markets’

There is no definitive end for this freight bull market in sight. Consumers continue to spend on goods, driving freight and diminishing already depleted inventories. Even if consumer spending diverged from its current trajectory (which I see as unlikely, especially given the additional stimulus, accelerating vaccine rollout and strong consumer balance sheet), the mass inventory restocking ahead will be sufficient to keep freight flowing from a consumer perspective.

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Clarissa Hawes Wednesday, February 24, 2021

GSCW chat recap: Wengel on strengthening global supply chain through digitalization, integration

Matt Waller, dean of the Sam M. Walton College of Business at the University of Arkansas, and Kathy Wengel, executive vice president and chief global supply chain officer for Johnson & Johnson, discuss key trends that have emerged in the global supply chain during the COVID-19 pandemic as suppliers, manufacturers and distributors collaborated to ensure critical supplies were deployed all over the world.

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FreightWaves Staff Tuesday, February 23, 2021

Can $14 billion get Walmart to e-commerce profitability?

There has been a consumer flight to reliability throughout COVID, and Walmart benefited from this shift as much as any retailer. But with the end of the pandemic now in sight and Americans poised for the reopening of services, Walmart is expecting growth to moderate considerably. Walmart announced plans to invest heavily in its supply chain, namely fulfillment capacity and automation, to front-run the deceleration and claw toward e-commerce profitability.

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