US Trade Trends and Peak Season Outlook Amid China Tensions

US Trade Trends and Peak Season Outlook Amid China Tensions

Chris Rogers, Head of Supply Chain Research at S&P Global, analyzes US import and export trends, peak season performance, inventory adjustments, and US-China trade relations. He points out that US imports and exports are undergoing a period of adjustment. The proportion of online sales during peak season is increasing, requiring companies to flexibly adjust inventory. Businesses should pay close attention to changes in US-China trade policies and explore diversified supply chains to mitigate risks and ensure resilience.

01/21/2026 Logistics Industry Insights
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US Retail Sales Jump in July Amid Ecommerce Boom

US Retail Sales Jump in July Amid Ecommerce Boom

July retail sales data showed robust growth, with both the U.S. Department of Commerce and the National Retail Federation (NRF) reporting increases. Consumer confidence and the labor market were key drivers, but trade war uncertainties remain. The NRF raised its full-year sales forecast. Online sales continued to lead, and the apparel sector performed particularly well. The retail industry outlook is optimistic, but vigilance regarding trade risks is necessary. The strong sales suggest continued economic growth and positive consumer spending habits, despite potential headwinds.

01/27/2026 Logistics Industry Insights
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US Durable Goods Orders Fall Amid Economic Challenges

US Durable Goods Orders Fall Amid Economic Challenges

U.S. durable goods orders declined in June, but manufacturing shipments increased, indicating continued resilience in the manufacturing sector. The transportation industry was affected by seasonal factors, but the long-term trend remains positive. Businesses should diversify their operations, optimize supply chains, and increase R&D investment to seize opportunities and proactively address economic fluctuations, ultimately contributing to a brighter future. Despite the overall decrease in orders, the underlying strength of manufacturing suggests potential for growth and adaptation.

01/27/2026 Logistics Industry Insights
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US Retail Sales Rise in January Defying Economic Concerns

US Retail Sales Rise in January Defying Economic Concerns

Data from the U.S. Department of Commerce and the National Retail Federation indicate a rise in retail sales in January, signaling a slow economic recovery. Experts believe improved job market conditions have boosted consumer confidence, but key indicators like housing and employment require close attention. Retailers are cautiously managing inventory. The economic recovery still faces challenges, necessitating a focus on segmented areas, online-offline integration, and technological innovation. Further observation of these factors is crucial for understanding the sustainability and strength of the ongoing recovery.

01/27/2026 Logistics Industry Insights
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Ecommerce Supply Chains Drive Sales Growth Boost Imports

Ecommerce Supply Chains Drive Sales Growth Boost Imports

With ample current shipping capacity, e-commerce businesses should seize the opportunity to build up inventory and optimize all aspects of their supply chain. Digital transformation is key to improving efficiency. Establish strong partnerships to create an efficient ecosystem, enabling businesses to navigate market challenges and achieve a win-win situation of increased sales and improved efficiency. Proactive inventory management and supply chain optimization are crucial for capitalizing on current favorable conditions and ensuring future success.

01/27/2026 Logistics Industry Insights
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Ecommerce Firms Optimize Supply Chains Amid Rising Demand

Ecommerce Firms Optimize Supply Chains Amid Rising Demand

With continued e-commerce retail growth, businesses are leveraging relaxed shipping capacity to import goods early and build buffer inventory. To navigate market fluctuations, accurate demand forecasting, strengthened supply chain collaboration, intelligent logistics networks, and routine risk management are crucial. Technological innovation and strategic partnerships are key to enhancing e-commerce supply chain competitiveness. This proactive approach aims to mitigate disruptions and ensure efficient order fulfillment in a dynamic market environment.

01/27/2026 Logistics Industry Insights
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Ecommerce Firms Adapt Supply Chains Amid Import Boom

Ecommerce Firms Adapt Supply Chains Amid Import Boom

E-commerce sales are continuously growing, and retailers are actively responding. Current ocean freight capacity is sufficient, allowing companies to arrange imports in advance, build buffer inventory, and lock in better freight rates. Refined operations are the future trend, including digital transformation, green supply chains, and collaborative partnerships. Seize the opportunities, optimize supply chain strategies, and lay the foundation for future development. This proactive approach will ensure resilience and competitiveness in the evolving e-commerce landscape.

01/27/2026 Logistics Industry Insights
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Amazons say Yes Culture Fuels Ecommerce Growth

Amazons say Yes Culture Fuels Ecommerce Growth

Amazon revolutionized the logistics industry with its Prime two-day delivery service. A key factor in its success is an internal innovation culture that encourages a "say Yes" attitude. By building its own logistics network, optimizing "last mile" delivery, and continuously improving its operational model, Amazon maintains a leading position in logistics, providing valuable lessons for other companies. The company's approach to fulfillment and delivery has set a new standard in e-commerce, forcing competitors to adapt and innovate to meet customer expectations.

01/27/2026 Logistics Industry Insights
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NRF Warns of Supply Chain Risks Amid Policy Uncertainty

NRF Warns of Supply Chain Risks Amid Policy Uncertainty

The National Retail Federation (NRF) report reveals that despite US economic growth, factors like tariffs, inflation, and consumer confidence create significant supply chain uncertainty. The report highlights consumer inflation expectations as a key risk. Businesses should strengthen risk management, diversify supply chains, enhance flexibility, and focus on consumer needs to navigate challenges and seize opportunities. The interplay of these factors requires retailers to be proactive in mitigating potential disruptions and adapting to the evolving economic landscape.

01/21/2026 Logistics Industry Insights
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Retailers Adapt to Trump Tariffs and Port Strike Threats

Retailers Adapt to Trump Tariffs and Port Strike Threats

The retail industry faces a double whammy of challenges: Trump's tariff policies and the risk of port strikes. Retailers can effectively manage these risks and seize growth opportunities by diversifying their supply chains, refining inventory management, embracing digital transformation, and enhancing customer experience. The NRF calls on the government and labor unions to reach an agreement as soon as possible to ensure supply chain stability. These strategies are crucial for navigating uncertainty and maintaining competitiveness in a volatile global landscape.

01/27/2026 Logistics Industry Insights
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