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Briefing

Logistics

Expeditors air freight up 13% on demand from cloud companies

September growth accelerated to 19% as cloud companies and AI infrastructure suppliers drove demand.

Fulfillment

News

Walmart takes restaurant delivery outside its stores with Papa John's

Papa John's is Walmart's first restaurant partner with no location inside a Walmart, so Spark drivers will now make a separate pickup before the grocery drop.

Fulfillment

News

UNFI shrank its DC network and improved fill rates for a fourth straight quarter

The grocery wholesaler closed buildings for two years while fill rate, on-time delivery and throughput rose for four straight quarters.

Procurement

News

RH's China exit is still delaying deliveries a year later

Backorders ran about $75 million above the prior year after RH moved production out of China, while the company is now timing its next launch to when inventory can support it.

Fulfillment

News

Macy's says selling fewer, pricier items will lower its cost base

The department store is growing sales on a 9% higher average price and about 6% fewer items, while Kohl's average price falls.

Procurement

News

Kroger is paying for its price cuts out of its supply chain

The grocer is refusing supplier cost increases it cannot verify and building a 1,000-item store brand at the lowest price tier, so its price cuts do not come out of margin.

Technology

News

Oracle says AI is cutting some NetSuite go-lives from months to weeks

The ERP vendor is now doing part of the implementation work integrators used to bill for, with AI migration tools and its own engineers on customer sites.

Procurement

Briefing

Steel import permits rose 8.9% in August but are down 14.3% for the year

South Korea's permits fell 25% in the month while Brazil's rose 45%.

Logistics

USPS plans a 6% holiday price increase on parcels from Oct 4

The increase stacks on an 8% rise from April and runs to January 17.

Workforce

Briefing

Teamsters president says UPS workers will probably strike in 2028

The union will bargain against automation and against outsourcing to Roadie and Happy Returns.

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