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Peak Season

2 briefings, newest first.

1. Nov 28, 2025
   Manufacturing Reshoring Accelerates Despite Economic Headwinds

   GE Appliances commits $640 million to U.S. production, the Canada Post strike ends, and AI-driven workforce cuts accelerate heading into peak season.

   
2. Sep 19, 2025
   Walmart's $520 Million Automation Bet Reshapes Industry Dynamics

   Walmart's $520 million automation bet resets the bar for retail logistics, Target's missteps become clear, and record port volumes push terminals to their limits.