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.
Supply Chain By Amazon Launches: Be Afraid, Be Very Afraid
In this insightful article, we dissect Amazon's Supply Chain by Amazon (SCA) initiative, an innovative blend of logistics and technology. Explore SCA's core objectives, historical context, and the extensive capabilities it offers. Discover why trust in Amazon's logistics prowess could be the next big thing, and what it takes for SCA to succeed.
Seller Fulfilled Prime: We're Here and Coming Back For a Pound of Flesh
Dive into the world of Amazon's Seller-Fulfilled Prime program, from its inception to its upcoming relaunch with new pricing. Explore the impact of a 2% fee, the value of the Prime badge, and alternative avenues for sellers. Uncover the potential strategies behind this fee and the evolving landscape of Amazon selling.
Amazon Seller-Fulfilled Prime Looks to Make a Comeback
In a surprising move, Amazon has announced the reopening of its Seller-Fulfilled Prime (SFP) program, allowing sellers to maintain their Prime badge without relying on Amazon's Fulfillment by Amazon (FBA) warehouses. The program, previously halted due to compliance concerns, is set to return with stricter enforcement measures.
Unpacking and Quantifying the Shopify, Flexport and Deliverr Deals
The article discusses the transactions involving Shopify, Flexport, and Deliverr, providing insights and analysis. It highlights key takeaways such as Deliverr's founder's successful timing, the belief that Shopify should own all of Flexport instead of just 18%, and the perceived mistake of Dave Clark, former CEO of Flexport, in joining the company.