US Retailers Stock Up for Strong Holiday Sales Season

US Retailers Stock Up for Strong Holiday Sales Season

The National Retail Federation (NRF) CEO stated that retail inventory levels in the US have returned to pre-pandemic levels, preparing the industry for the holiday season. The inventory-to-sales ratio has normalized, indicating that retailers have overcome inventory backlogs and improved operational efficiency. Retailers are adapting to market changes and embracing challenges and opportunities by adjusting inventory strategies and optimizing logistics. This positions them well to meet consumer demand during the crucial holiday shopping period and beyond.

01/28/2026 Logistics Industry Insights
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US Freight Index Hits Record High Amid Economic Uncertainty

US Freight Index Hits Record High Amid Economic Uncertainty

The U.S. Freight Transportation Services Index (Freight TSI) has reached a record high, while economic data presents a mixed picture, showing a 'fire and ice' scenario. This article delves into the drivers behind the growth in freight volume, explores long-term trends, and looks ahead to future challenges and opportunities. The aim is to help readers better understand the current state and development prospects of the U.S. freight industry. The analysis considers factors influencing the index and provides insights into the complexities of the current economic landscape.

01/28/2026 Logistics Industry Insights
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DSV Expands US Logistics with Semiconductor and Crossborder Acquisitions

DSV Expands US Logistics with Semiconductor and Crossborder Acquisitions

DSV's acquisition of S&M and Global Diversity strengthens its semiconductor logistics, airport operations, and Latin American cross-border business. The acquisition expands DSV's presence in the US market and is expected to improve overall efficiency. The deal allows DSV to leverage the acquired companies' expertise and infrastructure to offer enhanced services in specialized areas like handling sensitive semiconductor equipment and navigating complex cross-border regulations, ultimately providing a more comprehensive and efficient logistics solution for its customers.

01/28/2026 Logistics
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US Services Sector Slows in September but Remains Resilient

US Services Sector Slows in September but Remains Resilient

U.S. non-manufacturing activity moderated slightly in September, but the NMI index remained above the expansion threshold, marking 116 consecutive months of growth. Thirteen industries expanded, while employment growth slowed. Imports and exports presented a mixed picture. Experts suggest there's no need for excessive concern, emphasizing the importance of monitoring trade and employment. They anticipate growth in the fourth quarter.

01/28/2026 Logistics Industry Insights
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Mexico Fuel Price Surge Disrupts US Crossborder Supply Chains

Mexico Fuel Price Surge Disrupts US Crossborder Supply Chains

Rising oil prices in Mexico are projected to increase US-Mexico logistics costs by 8-14%, putting pressure on businesses. Peso devaluation exacerbates trade imbalances, while Trump's policies may reshape the trade landscape. Companies need to re-evaluate supply chains, hedge exchange rate risks, and diversify markets. Governments should strengthen cooperation to mitigate potential negative impacts.

01/27/2026 Logistics
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Trumps INFRA Plan Seeks Private Funds for US Infrastructure

Trumps INFRA Plan Seeks Private Funds for US Infrastructure

The Trump administration reshaped the FASTLANE program into INFRA, aiming to leverage trillions of dollars in investment to rebuild American infrastructure. The plan emphasizes funding transparency, geographical balance, and encourages participation from states and private enterprises. Despite facing challenges, intelligent and green development are the future direction, and the participation of the entire society is crucial for its success. The INFRA plan represents a significant effort to modernize the nation's infrastructure and stimulate economic growth through strategic investments.

01/27/2026 Logistics Industry Insights
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US Trucking Freight Volume Rises Hinting at Economic Rebound

US Trucking Freight Volume Rises Hinting at Economic Rebound

According to data from the American Trucking Associations (ATA), freight volume surged 5.5% year-over-year and 0.5% month-over-month in February, marking the largest monthly increase since July 1998. The recovery in manufacturing, retail, and real estate sectors fueled this growth. However, rising fuel prices and tight capacity remain potential challenges. Analysts believe that freight volume growth will outpace capacity growth slightly, highlighting the urgent need for reinvestment in the industry.

01/28/2026 Logistics
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US Trucking Industry Struggles with Rising Driver Shortage Turnover

US Trucking Industry Struggles with Rising Driver Shortage Turnover

The American Trucking Associations reported that driver turnover rates at large truckload fleets have surged to their highest level since 2008. This is driven by multiple factors including economic recovery, stricter regulations, industry aging, and lifestyle challenges. Industry experts offer varying interpretations of the causes. To address the crisis, it's crucial to improve compensation and benefits, enhance the work environment, strengthen talent development, and promote a positive industry image, ultimately fostering industry transformation.

01/28/2026 Logistics Industry Insights
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US Services Sector Expands in June Despite Minor Slowdown

US Services Sector Expands in June Despite Minor Slowdown

June's non-manufacturing data showed a slight pullback but remained robust overall. The NMI index, while decreasing slightly to 56.0, still exceeded the average of the past 12 months and marked the 53rd consecutive month of growth. The report suggests a positive economic recovery outlook. Businesses should seize opportunities, proactively address challenges, and strive for sustainable development.

01/28/2026 Logistics Industry Insights
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US Nonmanufacturing Activity Hits Record High in August ISM

US Nonmanufacturing Activity Hits Record High in August ISM

The Institute for Supply Management (ISM) reported strong U.S. non-manufacturing activity in August, with the Non-Manufacturing Index (NMI) reaching 59.6, a historical high. Key indicators like business activity/production, new orders, and employment all improved, signaling positive momentum for U.S. economic growth. Analysts anticipate continued moderate economic expansion in the U.S., with the non-manufacturing sector expected to maintain its strong performance. The robust NMI suggests resilience and potential for further gains in the service-based economy.

01/28/2026 Logistics Industry Insights
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