170 Charts on The State of Supply Chains!

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Latest Stories

Fulfillment

News

Bath & Body Works stops buying inventory for its clearance sales

Sep 3, 2026

Regulation

News

Canada's small exporters are absorbing the 50% US tariff

Sep 3, 2026

Fulfillment

News

Cardinal Health says refrigeration is the bottleneck in its distribution network

Sep 3, 2026

Fulfillment

News

Estée Lauder cut inventory by a third and its write-downs fell with it

Sep 3, 2026

Advance Auto Parts cuts its carrier count 70%

The auto-parts retailer is rebidding every carrier contract for savings it books in 2027, as four large truckload carriers report contract rates rising by double digits.

Upcoming Webinars

→ Join us on Sept 8th

La-Z-Boy pulls upholstery assembly out of Mexico

The furniture maker is closing its two Mexico plants and moving the work to US factories with spare capacity, as upholstered wood furniture built in Mexico carries a 25% tariff.

Walmart's capex is still climbing in the year it called the peak

The retailer spent $14.2 billion on its network in six months, up 24%, as free cash flow fell $1.4 billion and the full-year spending guide moved to 4% of sales.

Amazon lets FBA sellers bid for same-day delivery placement

Sellers name their own per-unit price for a place in Amazon's fastest delivery network, after two FBA fee increases this year.

Foot Locker joins its third delivery app in five months

Ace Hardware and Academy Sports finished the same three-app set this year.

Burlington is betting off-price can be automated

Supply-chain costs fell through its biggest DC startup, beating the company's own forecast.

Best Buy is buying computing inventory before memory prices rise

Vendors financed the buy-ahead last quarter; now Best Buy carries the build itself.

Gap set aside $95M of its tariff refund for vendors

The second retailer in two days to send refund money back to its suppliers.

The Conveyor Daily

Start your day with the supply chain news that matters - in 3 mins.

How I Supply Chain

In this flagship series, we interview top supply chain operators on projects they’ve executed and break down their learnings - so you can apply what’s working to improve yours.

How AI can help improve intermodal operations

The co-creator of IANA's new AI framework explains what each of the four types does in practice

Should you ship direct from China?

A practical guide to the model behind Quince and Shein: how it works, what you gain, what you give up, and how to know if it's right for you.

How One DC Network Eliminated 54,000 Driver Calls a Month

Solving efficiencies between the gate and the dock

How Altitude Sports Rebuilt Packaging For Their Apparel Catalog

How a retailer increased mailer usage by 18%

The Returns Fix That Helped Honeylove Retain $5M+

How a custom returns overhaul changed the math on exchanges

How To Claim Your IEEPA Tariff Refunds: Step-by-step

A guide for getting back what CBP owes you - even if you've never dealt with customs before

Fulfillment

Cardinal Health says refrigeration is the bottleneck in its distribution network

The pharma distributor opened a cell and gene pharmacy in Tennessee and is building a robotic DC in Indianapolis, as all three national drug wholesalers add refrigerated capacity.

Estée Lauder cut inventory by a third and its write-downs fell with it

Raw materials and work in process took the cuts, while finished goods edged up.

Amazon lets FBA sellers bid for same-day delivery placement

Sellers name their own per-unit price for a place in Amazon's fastest delivery network, after two FBA fee increases this year.

Bath & Body Works stops buying inventory for its clearance sales

The personal care retailer is sizing its seasonal buys to full-price demand, after a leaner June clearance sale cost it about a percentage point of sales.

Foot Locker joins its third delivery app in five months

Ace Hardware and Academy Sports finished the same three-app set this year.

Burlington is betting off-price can be automated

Supply-chain costs fell through its biggest DC startup, beating the company's own forecast.

Best Buy is buying computing inventory before memory prices rise

Vendors financed the buy-ahead last quarter; now Best Buy carries the build itself.

BJ's Wholesale plans to cut 20% of its SKUs over the next two years

Its last SKU cut lost sales, so this one adds items as it removes them.

Dollar General's SKU cuts go surgical

The chainwide purge is over; the next cuts go store by store.

Kroger puts prescription delivery on Instacart

Amazon and Walmart are building their own pharmacy delivery networks instead.

PDD's results show the cost of Temu's local-fulfillment rebuild

Temu and Shein have both rebuilt fulfillment around in-country inventory since duty-free parcels ended.

Logistics

DHL's biggest China bet opens with a flight that skips the US

The Shenzhen gateway triples capacity as the parcel trade it was built for shrinks.

Terminal raises $20M to unify fleet telematics data

Penske and an insurer that already uses the platform both joined the round.

FedEx unveils 2026 peak season surcharges

Home delivery and overnight fees sees the biggest increases. Both are up more than 20% at the top end

USPS rolls out marketplace locker service

Local XChange lets buyers and sellers swap packages at 700 post offices for $5.51

FedEx cuts capital spending to a record low after freight spinoff

The parcel giant is spending less on planes, trucks and buildings than ever before

Proaction raises $4.2M to replace fleet call centers with AI

One of its backers is the venture arm of Holman, a legacy fleet firm it competes with

Freight

Advance Auto Parts cuts its carrier count 70%

The auto-parts retailer is rebidding every carrier contract for savings it books in 2027, as four large truckload carriers report contract rates rising by double digits.

Capri says port congestion will cost Michael Kors $50M in sales

The brand had cut clearance stock to record lows, leaving nothing to fall back on.

Carriers say trucks are leaving the road faster than freight is disappearing

Most raised or held guidance on price, not volume

How AI can help improve intermodal operations

The co-creator of IANA's new AI framework explains what each of the four types does in practice

El Niño is back at record strength. How will it affect your freight routes?

The canal is already cutting capacity, and its next dry season overlaps 2027 contract talks.

Technology

Walmart's capex is still climbing in the year it called the peak

The retailer spent $14.2 billion on its network in six months, up 24%, as free cash flow fell $1.4 billion and the full-year spending guide moved to 4% of sales.

Target built its own digital twin after vendors couldn't cover its categories

Proxima tests inventory moves before they go live, while rivals buy twins off the shelf.

DoorDash wins FAA certification to fly its own delivery drones

Its aircraft still need a separate approval before they can fly beyond an operator's sight.

Aurora launches second-generation driverless trucks

The new fleet runs 10 Sun Belt routes with no one in the cab, on hardware that costs half as much

Altana buys Cervo AI to automate customs filings

The deal pushes agentic AI beyond recommendations and into submitted paperwork

Procurement

Gap set aside $95M of its tariff refund for vendors

The second retailer in two days to send refund money back to its suppliers.

Williams-Sonoma pays $47.5M of its tariff refund back to its vendors

It repaid the vendors that cut prices during the tariffs, and kept about $117 million.

GM's tariff bill stays flat while its onshoring waits for 2027

It raised the profit forecast again, but no resilience move pays off this year.

Trade & Regulations

Canada's small exporters are absorbing the 50% US tariff

77% of affected firms expect revenue losses, per a CFIB survey, after the US applied its new 50% tariff even to goods that qualify under CUSMA.

Gap set aside $95M of its tariff refund for vendors

The second retailer in two days to send refund money back to its suppliers.

New York's delivery bill would force Amazon, FedEx to run like UPS

The city wants to outlaw the delivery model both carriers built their cost advantage on.

Williams-Sonoma pays $47.5M of its tariff refund back to its vendors

It repaid the vendors that cut prices during the tariffs, and kept about $117 million.

GM's tariff bill stays flat while its onshoring waits for 2027

It raised the profit forecast again, but no resilience move pays off this year.

Lowe's declined to match rivals' tariff-refund price cuts

CEO Marvin Ellison says the July discounting on grills and patio was a one-time event.

Risk

Walmart is using AI to move inventory before storms hit

The company says its 20-year-old storm playbook now starts days earlier.

Japan quake halts Toyota, Nissan and Renesas plants across Kyushu

Toyota idles a plant 600 kilometers away next week, and Nissan's are down on parts delays

Risk Ledger raises £24M to map supply chain cyber risk

The UK startup wants to replace one-off supplier security checks with a shared network view

Fundraising Corner

01

Funding

Terminal raises $20M to unify fleet telematics data

Penske and an insurer that already uses the platform both joined the round.

02

Funding

Freehand raises $75M for AI supply chain spend agents

03

Funding

Arrakis raises $38M for industrial AI

04

Funding

Humanoid raises $152M, becomes Europe's first robot unicorn

05

Funding

Zalando joins Sereact's $116M warehouse AI round

06

Funding

Proaction raises $4.2M to replace fleet call centers with AI

07

Funding

Risk Ledger raises £24M to map supply chain cyber risk

08

Funding

Fleek raises $25M to bring AI grading to the secondhand-clothing trade

09

Funding

Walden Robotics launches with $300M for humanoids

Manufacturing

Kimberly-Clark moved 90% of its suppliers onto one procurement platform

Kimberly-Clark is buying farmland to grow its own paper fiber

GM will borrow up to $4.5B so its suppliers can hold parts for it

Freehand raises $75M for AI supply chain spend agents

Workforce

La-Z-Boy pulls upholstery assembly out of Mexico

Lenovo credits its 30-factory network for a record quarter

Birkenstock's factory ramp has stopped costing it margin

Apple now builds a quarter of its iPhones in India

Guides

How AI can help improve intermodal operations

Should you ship direct from China?

How To Claim Your IEEPA Tariff Refunds: Step-by-step

Beyond China: "Non-Obvious" Sourcing Countries Worth Watching

130 Charts on The State of Supply Chains!

GET THE DECK ↓

170 Charts on The State of Supply Chains!

Latest Stories

Bath & Body Works stops buying inventory for its clearance sales

Canada's small exporters are absorbing the 50% US tariff

Cardinal Health says refrigeration is the bottleneck in its distribution network

Estée Lauder cut inventory by a third and its write-downs fell with it

Advance Auto Parts cuts its carrier count 70%

Upcoming Webinars

→ Join us on Sept 8th

La-Z-Boy pulls upholstery assembly out of Mexico

Walmart's capex is still climbing in the year it called the peak

Amazon lets FBA sellers bid for same-day delivery placement

Foot Locker joins its third delivery app in five months

Burlington is betting off-price can be automated

Best Buy is buying computing inventory before memory prices rise

Gap set aside $95M of its tariff refund for vendors

NEWSLETTER

The Conveyor Daily

Start your day with the supply chain news that matters - in 3 mins.

How AI can help improve intermodal operations

Should you ship direct from China?

How One DC Network Eliminated 54,000 Driver Calls a Month

How Altitude Sports Rebuilt Packaging For Their Apparel Catalog

The Returns Fix That Helped Honeylove Retain $5M+

How To Claim Your IEEPA Tariff Refunds: Step-by-step

Cardinal Health says refrigeration is the bottleneck in its distribution network

Estée Lauder cut inventory by a third and its write-downs fell with it

Amazon lets FBA sellers bid for same-day delivery placement

Bath & Body Works stops buying inventory for its clearance sales

Foot Locker joins its third delivery app in five months

Burlington is betting off-price can be automated

Best Buy is buying computing inventory before memory prices rise

BJ's Wholesale plans to cut 20% of its SKUs over the next two years

Dollar General's SKU cuts go surgical

Kroger puts prescription delivery on Instacart

PDD's results show the cost of Temu's local-fulfillment rebuild

DHL's biggest China bet opens with a flight that skips the US

Terminal raises $20M to unify fleet telematics data

FedEx unveils 2026 peak season surcharges

USPS rolls out marketplace locker service

FedEx cuts capital spending to a record low after freight spinoff

Proaction raises $4.2M to replace fleet call centers with AI

Advance Auto Parts cuts its carrier count 70%

Capri says port congestion will cost Michael Kors $50M in sales

Carriers say trucks are leaving the road faster than freight is disappearing

How AI can help improve intermodal operations

El Niño is back at record strength. How will it affect your freight routes?

Walmart's capex is still climbing in the year it called the peak

Target built its own digital twin after vendors couldn't cover its categories

DoorDash wins FAA certification to fly its own delivery drones

Aurora launches second-generation driverless trucks

Altana buys Cervo AI to automate customs filings

Gap set aside $95M of its tariff refund for vendors

Williams-Sonoma pays $47.5M of its tariff refund back to its vendors

GM's tariff bill stays flat while its onshoring waits for 2027

Canada's small exporters are absorbing the 50% US tariff

Gap set aside $95M of its tariff refund for vendors

New York's delivery bill would force Amazon, FedEx to run like UPS

Williams-Sonoma pays $47.5M of its tariff refund back to its vendors

GM's tariff bill stays flat while its onshoring waits for 2027

Lowe's declined to match rivals' tariff-refund price cuts

Walmart is using AI to move inventory before storms hit

Japan quake halts Toyota, Nissan and Renesas plants across Kyushu

Risk Ledger raises £24M to map supply chain cyber risk

01

Terminal raises $20M to unify fleet telematics data

02

Freehand raises $75M for AI supply chain spend agents

03

Arrakis raises $38M for industrial AI

04

Humanoid raises $152M, becomes Europe's first robot unicorn

05

Zalando joins Sereact's $116M warehouse AI round

06

Proaction raises $4.2M to replace fleet call centers with AI

07

Risk Ledger raises £24M to map supply chain cyber risk

08

Fleek raises $25M to bring AI grading to the secondhand-clothing trade