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4 Things I Learned This Week

By Alex Stark Closing the Distance: Inflation Finds a Trend, GE Appliances Goes Zero Distance, Target Pairs AI With UX, and Kimberly-Clark Bets $40 Billion. My youngest starts high school in a few weeks, and because she wants to play tennis for the school,…
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4 Things I Learned This Week

By Alex Stark All Build. No Bull: Manufacturing’s Best Month in Four Years, the AI Spending Blind Spot, Etsy’s Unusual Layoff, and a Talking Toolbox I flew back to my little corner of the supply chain this morning after a few days at our…
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4 Things I Learned This Week

By Alex Stark Less, On Purpose: A Divided Fed Holds, Importers Show Restraint, UPS Sheds Amazon Volume, and 3PLs Post a Banner Year It was a wonderful break to take a few days off last week and enjoy some summer with my family. It…
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4 Things I Learned This Week

By Alex Stark Mind the Head-Fake: Cooling Inflation That Isn’t, a Record Import Month That Shouldn’t Reassure You, the First Robot Strike, and the Case for Friction A quick housekeeping item before we dive in. I’m heading out of town for a few days…
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4 Things I Learned This Week

By Alex Stark When the Story Meets the Operating Reality: The AI Jobs Walk-Back, a Super El Niño, FedEx Freight’s Fresh Start, and a $5 Billion Twinkie A quick bit of housekeeping before we start. July 9th is the birthday of Donkey Kong, which makes…
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4 Things I Learned This Week

By Alex Stark Why Prime Day looked great and soft at once, what the early holiday import rush really signals, how Kimberly-Clark is rebuilding supply chain talent for AI, and why the freight market’s safety cushion is nearly gone. Short week, as I feel…
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4 Things I Learned This Week

By Alex Stark Demand Is Redrawing the Map: Duluth Hands Amazon the Keys, Europe Discovers Ranch, the Whey Crunch Deepens, and America Keeps Moving Out The World Cup rolls on, my evenings are still happily booked (Go U-S-A), and the strangest economic story of…
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