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4 Things I Learned This Week

By Alex Stark Not More, Better Placed: A Peak Season That Refused to End, Nike’s Exit From the S&P 100, Target Shipping the AI, and What Grocery Catering Figured Out   Labor Day is in the books, and it feels like the wheel keeps…
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4 Things I Learned This Week

By Alex Stark Costs Stopped Listening: A Bond Selloff, Capacity That Loosened While Prices Rose, Another 12% on the Last Mile, and Retailers Cutting Variety I think I’m mentally past summer and now fully in fall mode in my little corner of the supply…
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4 Things I Learned This Week

By Alex Stark Before the Season Starts: Souring Expectations, a Record Diesel Low, the Panama Canal Cutting Transits, and Two Retailers Betting on Boring School activity is ramping up here in my little corner of the supply chain in the Northeast U.S. Fall sports…
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4 Things I Learned This Week

By Alex Stark The Bill Comes Due: A $40 Trillion Milestone, a Shrinking Diesel Pool, the Real Cost of Bad AI, and the End of the Efficiency Model In my little corner of the supply chain, I’m still trying to get myself into fall…
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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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