Dear Teamsters: Negotiate hard with UPS at the table, not the picket line

Strategic Solutions in the Transportation & Logistics Industry

12/27/22 - JOC

Kicking the Habit

It’s time to wean the LTL industry off the NMFC model. Going cold turkey is not working.

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12/24/22 - Freight Waves

Bad weather to delay more than 10 million holiday packages

Huge backlog may not clear until mid-week

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1/3/22 - JOC

31 flavors of B2C parcel deliveries

The parcel industry has failed to realize that the business-to-consumer (B2C) parcel market is much more...

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11/24/21 - WSJ

UPS, FedEx Get a Head Start on Holiday Deliveries

Earlier buying, more in-store shopping and extra capacity are helping to ease carriers’ loads...

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7/5/21 - Press Release

E-commerce draws Knight-Swift to LTL sector with $1.35 billion deal

AAA Cooper adds a new logo and what is expected to be a $780 million...

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FORECAST RECORD
FedEx Express and Ground parcel networks integration will reduce costs by more than $3.33 billion per year (based on FY 2020 financials) PUBLISHED SOURCE April/June 2019 JOC "Time for FedEx to operate and compete collectively" -Journal of Commerce

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INDUSTRY INTRODUCTION April 5, 2023 FedEx Announces planned consolidation of operating companies

Thru Drive, FDX expects to generate $4 billion of permanent cost reductions in FY 2025. (see press release below)

SJC FORESIGHT: 4 Years
Brick and Mortar Retailers should include local stores to fulfill Online orders for same-day / next-day delivery PUBLISHED SOURCE March 2000 ShipEgis Prospectus Brick and Mortar retailers can offer same/next day delivery for online orders if fulfilled from local stores

INDUSTRY INTRODUCTION December 9, 2022 More Stores Are Doing Fulfillment for Orders Consumers Place Online, WSJ article

Ulta Beauty, Macys, Tillys, Best Buy, Nordstrom are now embracing fulfillment from local brick and mortar stores for faster delivery by being closer to the consumers

SJC FORESIGHT: 22 Years
Consumers will take predictable free over costly fast delivery and carriers need to adapt for it PUBLISHED SOURCE May 2018 thru January 2022 Reports for clients in 2020 and 2021, presentations at industry conferences, quotes to reporters and published articles After Amazon started to promote next and same day free delivery to enhance its two day free delivery, SJC advised clients and presented at conferences that consumers prefer predictability of delivery over speed and would even opt for all deliveries to be made on limited days of a week instead of every day.

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INDUSTRY INTRODUCTION November 10, 2022 WSJ article

Cost-wary Retailers Ease Up On Race for Speedy Delivery

SJC FORESIGHT: 4 years

We have met with many consulting groups over the last 3 years, and no one matches the experience and results-driven performance of SJ Consulting!

Frank Hurst, President