• In new research this week, we investigate the evidence for early shipping in US supply chains ahead of the peak season amid slow retail sales. We also take a data-driven deep dive into bicycle supply chains, which are coming out of a supply chain bullwhip. Elsewhere in the consumer goods sector, baby formula supply chains are adapting to a tornado.
• A tightening of de minimis shipping rules may lead to another evolution in the logistics networks supporting apparel supply chains, including reshoring to Mexico. A surge in shipping of metals and auto-parts from mainland China to Me...