US Ecommerce Delivery Slows Postpandemic Amid Carrier Challenges

US Ecommerce Delivery Slows Postpandemic Amid Carrier Challenges

A Convey report reveals the current state of the US parcel delivery industry under the 'new normal': overall delivery times have recovered, but FedEx lags behind. Market share remains stable, with FedEx gaining ground on USPS. FedEx's SmartPost transformation faces challenges, leading to a decline in on-time performance. The report suggests focusing on delivery speed and choosing carriers strategically. This highlights the importance of reliable delivery networks and the ongoing shifts in the competitive landscape of the US parcel delivery market.

China India Drive Growth in Global 3PL Industry Shift

China India Drive Growth in Global 3PL Industry Shift

The global 3PL industry is undergoing a transformation with blurring lines between local and global operations. China and India are emerging as new growth drivers. Companies need to reassess their global strategies, focus on emerging markets, embrace technological innovation, and strengthen collaborations to address challenges and seize opportunities. This includes adapting to evolving customer demands, optimizing supply chain efficiency, and leveraging data analytics for better decision-making. Success hinges on agility, responsiveness, and a deep understanding of the unique dynamics of each market.

Ecommerce Growth Strains Industrial Real Estate Supply

Ecommerce Growth Strains Industrial Real Estate Supply

Deloitte research indicates that despite continued e-commerce growth, industrial real estate growth may slow down due to oversupply and increased competition. The report forecasts continued demand growth over the next five years, but warns of the impact of macroeconomic changes and efficiency improvements. Driven by e-commerce, increased product returns are creating new trends in on-demand warehousing and urban logistics. Industrial real estate developers should closely monitor market changes, optimize space utilization, strengthen cooperation, seize opportunities, and address challenges.

US Services Sector Slips in September but Remains Resilient

US Services Sector Slips in September but Remains Resilient

The US ISM Non-Manufacturing report for September showed a slight decrease in the NMI to 58.6, but it remains well above the expansion/contraction threshold, indicating continued expansion in the non-manufacturing sector. Sub-indices presented a mixed picture: business activity and new orders growth slowed, and employment growth stalled, but input price pressures eased. Non-manufacturing is crucial to the US economy and faces both challenges and opportunities in the future. Strengthening risk management and innovation are necessary.

US Services Sector Slips in September but Remains Resilient

US Services Sector Slips in September but Remains Resilient

The U.S. ISM Non-Manufacturing NMI decreased slightly to 58.6 in September, according to the Institute for Supply Management. However, it remains well above the expansion threshold, indicating the non-manufacturing sector has experienced growth for 56 consecutive months. Analysis should focus on sub-indices and the macroeconomic context. Businesses should pay attention to structural changes and embrace new technologies to address challenges and seize opportunities. Overall, the non-manufacturing sector remains resilient, with a cautiously optimistic outlook for future development.

US Service Sector Expands Steadily in September Despite Challenges

US Service Sector Expands Steadily in September Despite Challenges

The US Services PMI report for September indicates a fourth consecutive month of expansion in service sector economic activity, with a PMI of 57.8, above the average of the past 12 months. Sub-indexes such as business activity, new orders, and employment all showed growth. The report reflects a steady recovery in the service sector despite pandemic challenges, but also highlights issues like insufficient demand and supply chain bottlenecks. Experts believe that stimulus packages are crucial for maintaining business operations.

Airline Route Strategies Fuel Airport Expansion Growth

Airline Route Strategies Fuel Airport Expansion Growth

This paper explores how to leverage OAG aviation data to construct route stimulation curves, assisting airports in more effective route development. By analyzing existing indirect passenger traffic and the passenger traffic growth of existing routes, airports can forecast the market potential of new routes, optimize their route network, and enhance market competitiveness. Building airport-specific route stimulation curves enables a more precise understanding of market trends and facilitates sustainable development. This approach allows for data-driven decision making in route planning and expansion.

Midsized CPG Firms Gain From Doles Supply Chain Upgrades

Midsized CPG Firms Gain From Doles Supply Chain Upgrades

Dole executives will share their supply chain transformation experience at the 2025 NextGen Supply Chain Conference, highlighting how strategic investments in flexible manufacturing, streamlined logistics, and data-driven demand forecasting enable rapid commercialization of new products while maintaining efficiency and quality at scale. Dole's experience offers valuable lessons for mid-sized CPG companies, emphasizing the importance of clear strategic goals, investing in key technologies, building a data culture, and continuous improvement. This approach allows for agility and responsiveness in a dynamic market.

02/04/2026 Logistics
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Berkshire Hathaway Exits Kraft Heinz Stake

Berkshire Hathaway Exits Kraft Heinz Stake

Berkshire Hathaway is considering selling its entire stake in Kraft Heinz, potentially marking the end of Buffett's investment in the company. Kraft Heinz faces challenges including cost-cutting pressures, underinvestment in brands, and increased competition. It remains to be seen whether Buffett's potential 'stop-loss' strategy and the new leadership at Kraft Heinz can lead the company out of its current difficulties. The sale would be a significant shift for both Berkshire Hathaway and the future direction of Kraft Heinz.

SP 500 Shows Resilience Despite Market Volatility

SP 500 Shows Resilience Despite Market Volatility

Despite the attention-grabbing feud between Musk and Trump, the S&P 500 E-mini futures demonstrate resilience. Technical analysis indicates the market respects the descending channel, with bulls in control. Maintaining this channel suggests a potential new high. However, a break below the 5900 support level would alter the bullish outlook. Investors should remain vigilant and adaptable to changing market conditions. This resilience highlights the underlying strength despite external distractions and emphasizes the importance of technical levels for gauging market direction.