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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.

Regulation

News

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.

Fulfillment

News

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.

Fulfillment

News

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.

News

Manufacturing

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.

Technology

News

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.