Supply Chain Rick Watson Supply Chain Rick Watson

UPS Q3 2023 Revenue & Profit Declines Continue Accelerating: But It’s Complicated

The article provides an insightful analysis of UPS's Q3 performance, describing it as a train heading downhill off the tracks. The piece highlights key figures, good and bad aspects, and reveals UPS's struggles, including lower full-year 2023 guidance, uncertainties with top customers, and issues like package diversion and softening demand.

Read More
Retail Rick Watson Retail Rick Watson

One Key Takeaway About the Upcoming Retail Holiday Season

Get ready for the holiday shopping season with insights on consumer behavior and strategic guidance for brands and retailers. In this article, we explore key trends in consumer behavior, including a focus on value, the impact on the home improvement category, and concerns about credit card delinquencies.

Read More
eCommerce Rick Watson eCommerce Rick Watson

Amazon Q2 2023 Earnings: AWS Passes Cost Optimization Inflection Point and Accelerates Into Growth

Discover Amazon's dynamic growth and strategic shifts across its diverse ventures. Dive into the cloud giant's 12% year-on-year expansion, transforming its retail core into an AI powerhouse. Explore their prowess in compute infrastructure, AI models, and applications. Uncover Amazon's retail strides, from same-day facilities to advertising revenue spikes, as it continues to reshape the industry landscape.

Read More