DSV's CMD Hangover: Analysts Slam Logistics Giant
DSV just had its big Capital Markets Day, and the champagne seems to have turned a bit sour. After a decade of impressive growth, analysts are starting to ask the tough questions.
DSV just had its big Capital Markets Day, and the champagne seems to have turned a bit sour. After a decade of impressive growth, analysts are starting to ask the tough questions.
AD Ports isn't just buying a logistics company; it's buying a piece of a new global supply chain architecture. The real story is in the plumbing.
Walmart's latest move to offer LTL inbound supplier logistics is a bold step. They're not just selling products anymore; they're shipping them.
Forget just moving boxes faster. Green shipping corridors are here, and they're about to fundamentally reshape how goods get to your doorstep, cleaner than ever before.
Target just appointed Jeff England as its new Chief Supply Chain and Logistics Officer. This isn't just a name change; it's a signal from one of retail's giants on how seriously they're taking the tangled mess that is modern logistics.
Billions of dollars in tariff refunds are on the table. But let's not pretend this is free money for everyone; it's a bureaucratic dance with winners and losers.
The China-Australia shipping lane is booming, and carriers are getting paid. Maersk's latest move confirms it.
The arteries of global trade are seizing up. Colombo Port, once a vital node, is now a bottleneck, choking under the weight of its own success.
For decades, we’ve planned supply chains in glacial cycles. Now, seismic shifts demand something far more dynamic. The era of static planning is over; continuous intelligence is here.
Ryan Petersen, the sharp mind behind Flexport, dropped a grenade into the supply chain discourse. Forget the usual tech jargon; he's comparing drug kingpin Pablo Escobar to a modern logistics titan. It's less about narco-terrorism and more about pure, unadulterated operational mastery.
The Supply Chain Excellence Awards are getting a serious upgrade for 2026. Big names are signing up to judge, which means… they actually care. Or they want free airfare. Probably the latter.
Container yards at Colombo Port are choking, causing significant delays and straining terminal operations. The ripple effects are felt far beyond Sri Lanka's shores.
The carefully cultivated gains Trump made with Latino voters in 2024 appear to be melting away, a new poll suggests. One in four Latino Trump voters are now saying they wouldn't back him again, throwing competitive GOP-held seats into uncertainty.
Your local equipment dealer isn't just selling machines anymore. They're quietly becoming the linchpin of operational continuity, a transformation that redefines their strategic value.
Honeywell is offloading its warehouse scanning and mobile computing business to Brady for a cool $1.4 billion. It's a big money move that tells us something about where supply chain tech is heading.
Did Freightos deliver on its promises this quarter? The numbers suggest a bumpy ride, even as the industry sails through choppy waters.
The race for agentic AI in supply chain planning is already showing cracks. Gartner is sounding the alarm about 'agent washing,' where basic automation is being rebranded as the future, leading to serious risks for businesses.
Beijing is tightening its grip on how ocean carriers report shipping rates. This isn't just bureaucratic housekeeping; it's a move that could subtly reshape global trade dynamics and, yes, your bottom line.
Everyone's talking about 'responsible supply chains,' but what does it actually mean on the ground? Wild Cosmetics' Chi Lau is stepping up to the plate to tell us.
Another quarter, another dive in profits for the ocean shipping titans. This isn't just numbers on a spreadsheet; it's a direct signal that the creaky supply chain is doing its best impression of a roller coaster.