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E-Commerce will enable manufacturers to reach consumers directlySJC FORESIGHT: 20 Years |
PUBLISHED SOURCE March 1999"E-Fulfillment Strategies for E-commerce", Air Cargo WorldInternet will enable consumers to purchase products directly from manufacturers across borders bypassing retailers. READ ARTICLE |
INDUSTRY INTRODUCTION September 2020JOC“Manufacturers are going to figure out how to go directly to the consumers more and more”. Arthur L. Valdez, Jr. Executive Vice President, Target Corp. READ ARTICLE |
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USPS should implement peak pricing for parcel services due to spike in volume from Covid 19 closure of physical retail stores.SJC FORESIGHT: 2 months |
PUBLISHED SOURCE June and August 12,2020Bloomberg Radio Interview“USPS should implement peak period pricing for its parcel services” Bloomberg Radio Interview LISTEN TO INTERVIEW |
INDUSTRY INTRODUCTION August 14, 2020USPS Press ReleaseUSPS will implement a time-limited price increase on all commercial domestic competitive package volume from Oct 18 thru Dec 27, 2020. READ ARTICLE |
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Richard Smith of FedEx will get another promotion within a yearSJC FORESIGHT: 10 Months |
PUBLISHED SOURCE August 23, 2019Daily MemphianFedEx names Richard Smith, Founder’s son, No. 2 at FedEx Express READ ARTICLE |
INDUSTRY INTRODUCTION June 5, 2020Daily MemphianRichard Smith now President of Americas at FedEx Express. READ ARTICLE |
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Indian E commerce model will partner instead of complete with local Kirana storesSJC FORESIGHT: 21 Months |
PUBLISHED SOURCE August 2018SJC report sponsored by armTransformation in the Retail, Logistics and Transportation Industries READ REPORT |
INDUSTRY INTRODUCTION May 20, 2020Wall Street JournalReliance Industries via Jio will build Indian e commerce business by partnering with local Kirana store owners. READ ARTICLE |
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FedEx and UPS should end refund for guaranteed delivery serviceSJC FORESIGHT: 4 years 7 months |
PUBLISHED SOURCE August 10, 2015"End the Guarantee", JOCREAD ARTICLE |
INDUSTRY INTRODUCTION March 23 and 26, 2020“FedEx and UPS suspend guaranteed service in response to Service Impact of Covid19”.READ ARTICLE |
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LTL carriers should end dependance on honor system for pricing of shipments based on shipper provided attributesSJC FORESIGHT: 4 years |
PUBLISHED SOURCE December 12, 2016Journal of CommerceREAD ARTICLE |
INDUSTRY INTRODUCTION 2020Earnings reports from top LTL carriersCarriers reporting better yield in spite no change in tonnage but due to better discipline in billing for the proper attributes of the shipments |
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FedEx should integrate express and ground parcel networkSJC FORESIGHT: 10 Months |
PUBLISHED SOURCE April/June 2019JOC“Time for FedEx to operate and compete collectively” Journal of Commerce READ ARTICLE |
INDUSTRY INTRODUCTION February 7, 2020FedEx Press ReleaseFedEx Ground will start to transport and deliver day-definite residential Express shipments. READ ARTICLE |
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Amazon will build its own delivery fleet like JD.com in ChinaSJC FORESIGHT: 18 Months |
PUBLISHED SOURCE March 2018DC VelocityJD has 65,000 delivery drivers in China for its e commerce business. According to Jindel, in JD, Amazon sees the kind of company it eventually wants to be. READ ARTICLE |
INDUSTRY INTRODUCTION September 19. 2019WSJAmazon to add 100,000 delivery vehicles and building up its delivery fleet to become a force in the shipping industry READ ARTICLE |
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FedEx and UPS need to deliver 7 days a week including SundaysSJC FORESIGHT: 16 months |
PUBLISHED SOURCE January 8, 2018“Delaying Amazon’s Onslaught” Journal of CommerceREAD ARTICLE |
INDUSTRY INTRODUCTION May 30, 2019FedEx Press Release (5/30/19) and UPS Press Release (7/23/19)FedEx and UPS to offer deliveries on Sundays effective January 2020 READ ARTICLE |
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Amazon will seek to hold down its volume with USPS/UPS/FDX at current level and use ICs for new volume growth going forwardSJC FORESIGHT: 7 Months |
PUBLISHED SOURCE December 12, 2017DC VelocitySmaller operators' share of Amazon's total volume will rise to about 40%, but major parcel and postal carriers will only see as much volume as they do today READ ARTICLE |
INDUSTRY INTRODUCTION June 28, 2018WSJOnline giant says it has to build out its own services to handle the surging number of online orders that UPS, FedEx and Postal Service can’t READ ARTICLE |
SJ predicted in an open letter to Fred Smith that he should spin-off Freight for huge shareholder value creation
READ ARTICLEFedEx mgmt. and BOD are conducting an assessment of the role of Freight in company’s portfolio structure and potential steps to further unlock sustainable shareholder value.
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SJ predicted that it will take more than being digital to disrupt the brokerage industry
READ ARTICLEConvoy (digital broker) says it will shut down operations, sell off technology amid market downturn
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SJ estimated diversion from Teamsters strike related threat was 5% of ADV of 18.67 million or 933,500 Freightwaves
READ ARTICLEUPS announced that Teamsters strike threat contributed to diversion of 932,000 ADV during Q2 of 2023. (see UPS earnings call transcript/presentation)
READ RELEASE
"Time for FedEx to operate and compete collectively" -Journal of Commerce
READ ARTICLEThru Drive, FDX expects to generate $4 billion of permanent cost reductions in FY 2025. (see press release below)
READ PRESS RELEASE
Brick and Mortar retailers can offer same/next day delivery for online orders if fulfilled from local stores
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
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.
READ ARTICLE
Soon after Richard Smith’s appointment as CEO of FedEx Express on March 10, 2022, SJ forecasted that Raj Subramaniam would be appointed CEO of FedEx Corp. while remaining President with Fred Smith becoming Executive Chairman by June 28, 2022.
READ ARTICLERaj Subramaniam promoted to CEO and retain President title of FedEx Corp. and Fred Smith to become Executive Chairman as of June 1, 2022
Soon after John Smith’s appointment as CEO of FedEx Ground, SJ forecasted that Richard Smith would be appointed CEO of FedEx Express in 2022 ensuring Raj’s promotion to CEO of FedEx Corp. with Fred Smith becoming Executive Chairman.
Richard Smith promoted to President/CEO of FedEx Express.
Uber Freight acquires Transplace, a traditional broker and freight management firm for $2.25 billion and a huge premium price with a multiple of 22.5 times EBITDA.
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UPS has changed invoicing to be issued after delivery of the parcels which eliminates billing for manifest errors
Internet will enable consumers to purchase products directly from manufacturers across borders bypassing retailers.
READ ARTICLE“Manufacturers are going to figure out how to go directly to the consumers more and more”. Arthur L. Valdez, Jr. Executive Vice President, Target Corp.
READ ARTICLE
“USPS should implement peak period pricing for its parcel services” Bloomberg Radio Interview
LISTEN TO INTERVIEWUSPS will implement a time-limited price increase on all commercial domestic competitive package volume from Oct 18 thru Dec 27, 2020.
READ ARTICLE
FedEx names Richard Smith, Founder’s son, No. 2 at FedEx Express
READ ARTICLE
Transformation in the Retail, Logistics and Transportation Industries
READ REPORTReliance Industries via Jio will build Indian e commerce business by partnering with local Kirana store owners.
READ ARTICLE
Carriers reporting better yield in spite no change in tonnage but due to better discipline in billing for the proper attributes of the shipments
“Time for FedEx to operate and compete collectively” Journal of Commerce
READ ARTICLEFedEx Ground will start to transport and deliver day-definite residential Express shipments.
READ ARTICLE
JD has 65,000 delivery drivers in China for its e commerce business. According to Jindel, in JD, Amazon sees the kind of company it eventually wants to be.
READ ARTICLEAmazon to add 100,000 delivery vehicles and building up its delivery fleet to become a force in the shipping industry
READ ARTICLE
FedEx and UPS to offer deliveries on Sundays effective January 2020
READ ARTICLE
Smaller operators' share of Amazon's total volume will rise to about 40%, but major parcel and postal carriers will only see as much volume as they do today
READ ARTICLEOnline giant says it has to build out its own services to handle the surging number of online orders that UPS, FedEx and Postal Service can’t
READ ARTICLE
Number of straight trucks in use by LTL carriers is at record high
The increased cost of transportation to the retailers easily will be offset by reduced operating costs as expensive store operations are cut back.
READ ARTICLEWal-Mart will open fewer stores and deepen cost-cutting efforts to free up cash for e-commerce services.
READ ARTICLE
Parcel carriers should implement peak surcharges to support the network expansion required to handle the increase in volume during the holiday season.
READ ARTICLEUPS announces peak surcharges for all customers after announcing its plans to do so in February 2015
"Baggage fees have funded investment in technology and baggage-handling equipment."
READ ARTICLE
"In today’s world of e-commerce, two-day shipping is table stakes…it no longer makes sense to charge for it."
READ ARTICLE
"The new tech boom does not create jobs comparable to the amount of invested capital."
Having built-in scales on forklifts on the freight dock and integration of the data captured and enhanced their ability to reduce the waiver of weight to under 10 pounds
Parcel carriers should offer zone one pricing to capture store to door deliveries required by brick and mortar retailers to compete with Amazon.
UPS announced it offered zone 1 pricing to select shippers during peak 2015 season.
FetchPackage.com introduces customized delivery from a drop off point.
READ ARTICLE
Internet will enable consumers to purchase products directly from manufacturers across borders at much lower cost.
READ ARTICLEBorders matter less and less in E-Commerce: a consumer in Chicago bought a necklace from China at 1/3 total cost compared to local store.
READ ARTICLE
Parcel carriers should implement peak surcharges to support the network expansion required to handle the increase in volume during the holiday season.
READ ARTICLEUPS will implement peak season surcharges in 2015
Google may try to extend its reach into retail by offering same-day or next-day distribution services to online retailers to compete with Amazon.
READ ARTICLE
Velocity Express venture into regional parcel business is a risky strategy with negative implications.
Velocity is sold to Transforce/Dynamex after incurring huge losses
READ ARTICLE
Brick and Mortar retailers can offer same/next day delivery for online orders if fulfilled from local stores
Macy's, ToysRus, Walmart testing this concept in select markets
James Welch is the most suitable candidate to replace retiring YRCW CEO, Bill Zollars.
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Separating charges for check-in & carry-on bags from passengers fare will result in lower passenger fares.
Spirit Airlines passengers fares are lower than other airlines & even total fares with baggage fees included are lower.
FedEx will combine Freight and National LTL into one network to handle regional and long haul service and announce by Dec 2010.
FedEx announced merger of FedEx Freight and National LTL effective January 2011.
Spirit Airlines passengers charges $5 more for carry-on bags than for check-in bags.
Implementing a per-bag fee to all bags could help limit overall carry-on items.
Spirit Airlines announced plans to charge for carry-on bags that do not fit under the seat.
Consumer loyalty will shift from the manufacturer of the product to the provider/ enabler (Amazon).
READ ARTICLE"Amazon may be benefiting more than other e-commerce sites, as consumer habits shift towards spending more time at a smaller set of websites"
As airlines generate separate baggage fees, fliers will benefit from improved baggage service.
Mishandled baggage complaints drop by 21% in July 2009 versus July 2008.
YRC can enhance regional carriers' identity via re-branding as YRC Holland, Reddaway, and New Penn.
READ ARTICLEYRC Launches yrcregional.com for three regional affiliates and drops USF name.
There is a need for the industry to have one voice to protect interest with lawmakers & customers.
MCAA and NTLA unify under MCAA & announce joint fall meeting. "We create a stronger voice for the same-day delivery industry," says MCAA President Michael Gualtieri.
Changing the term from "Courier" to "Same-Day" will better portray industry's service and value.
Dynamex Presentation at the 2009 BB&T Conference
"YRC may integrate Yellow and Roadway networks into one longhaul operation branded as YRC National, and bring all regional operating units...under one operating company."
READ ARTICLEYRC brand name introduced for integrated Yellow/Roadway network
Airlines should provide the option to ship bags via parcel carriers to by-pass airport security and enhance airline profitability.
United Airlines has partnered with FedEx to offer baggage service for a fee.
READ ARTICLE
As passengers gain financially by leaving unnecessary items at home, check-in/security lines will move faster.
Complaints to TSA about problems at screening checkpoints or baggage damage have declined by 7% in June/July, versus complaints issued in 2007.
READ ARTICLE
