Podcasts about global supply chain

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  • 223PODCASTS
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Best podcasts about global supply chain

Latest podcast episodes about global supply chain

#QualityMatters
Ep 125 - Global supply chain needs some quality management

#QualityMatters

Play Episode Listen Later Nov 24, 2021 20:48


Could it be that we just solved the world supply chain problems...? Maybe so, maybe no, but you have to tune in and check it out to see for yourself. We have our guest from last week's episode Rob Carlson on with us. If you are local to the Houston area, check out the good folks with SBDC through the San Jacinto college system Robert Carlson has extensive U.S. domestic and international business experience with corporations, universities and government agencies. He is well versed and knowledgeable in general management, project and business development, relationship building, synthesizing, problem resolution, importing and exporting. Additionally, he is fluent in oral and written Japanese. Carlson is a graduate of Brigham Young University and holds BA in Economics. He also attained his Master of International Management from the Thunderbird School of Global Management. What are your thoughts on the issues facing the Global Supply Chain? We'd love to know. Learn more about #QualityMatters & Texas Quality Assurance :LinkedIn | Facebook | Twitter  | Instagram  | YouTubewww.qmcast.com | Texas Quality Assurance

KUOW Newsroom
Global supply chain problems reach hunger relief groups in the PNW

KUOW Newsroom

Play Episode Listen Later Nov 19, 2021 1:02


Plain English Podcast | Learn English | Practice English with Current Events at the Right Speed for Learners
The global supply chain has had better years | Learn the English expression ‘stay afloat'

Plain English Podcast | Learn English | Practice English with Current Events at the Right Speed for Learners

Play Episode Listen Later Nov 8, 2021 23:25


" The global supply chain has had a rough couple of years. First, of course, there was the pandemic. Then, the container ship got stuck in the Suez Canal. To top it off, there have been several natural disasters that have added to the delays. This has led to shortages felt everywhere, and it doesn't seem like things will be sorted out anytime soon. Plus, learn “stay afloat.” -- At Plain English, we make English lessons for the modern world. -- Today's full English lesson, including a free transcript, can be found at: https://plainenglish.com/414 -- Learning English should be fun! That's why our lessons are about current events and trending topics you care about: business, travel, technology, health, science, politics, the environment, and so much more. Our free English lessons always include English expressions and phrasal verbs, too. -- Learn even more English at PlainEnglish.com, where we have fast and slow audio, translations, videos, online English courses, and a supportive community of English learners like you. Sign up free at PlainEnglish.com/Join -- Aprende inglés gratis en línea con nuestro curso de inglés. Se habla a una velocidad lenta para que todos entiendan. ¡Aprende ingles con nosotros ahora! | Aprenda Inglês online grátis com o Plain English, a uma velocidade menor, para que todos possam entender. Contact: E-mail jeff@plainenglish.com | WhatsApp +1 312 967 8757 | Facebook PlainEnglishPod | Instagram PlainEnglishPod | Twitter @PlainEnglishPod "

Tim Conway Jr. on Demand
Hour 2 | Putin Networth and Global Supply Chain @ConwayShow

Tim Conway Jr. on Demand

Play Episode Listen Later Nov 3, 2021 30:26


Broncos / John Elway / Von Miller / Braves//Flight Attendants self defense / Vaccine / Herd Immunity//WHIP: Putin Networth 200B / Global Supply Chain//Vegas cabs & trams / Raider WR DUI

KFI Featured Segments
@Conwayshow - Global Supply Chain

KFI Featured Segments

Play Episode Listen Later Nov 3, 2021 8:06


Americans are being warned to finish their holiday shopping early this year, as the global supply chain continues to falter. With a shortage of containers, ships and power creating snags, CBS News decided to track a pair of high-performance speakers as they journeyed from the manufacturing metropolis of Guangzhou, China, to the U.S.

The Heidi Thorne Show
Global Supply Chain Issues and Self Publishing | Episode 218

The Heidi Thorne Show

Play Episode Listen Later Nov 2, 2021 8:37


You've probably seen stories in the news about the post-pandemic global supply chain woes and how it might impact the availability of print books, especially during the holiday season. Here's what you need to know about the current supply chain issues and what it means for self publishing. Blog: What is a Supply Chain? http://hub.me/ag3Va YouTube video: https://youtu.be/-6qORieOhfE Timestamp show notes (click on timestamp to view segment on YouTube): 1:33 What is a supply chain? 1:40 What are supply chain concerns for publishing? 5:36 How do supply chain issues affect self publishing? 7:30 How to connect with Heidi

The Startup Junkies Podcast
267: Data on Deck w/ TJ Sangam of SupplyPike

The Startup Junkies Podcast

Play Episode Listen Later Nov 1, 2021 44:51


Welcome to episode 267 of the Startup Junkie's Podcast!   Caleb Talley and Jeff Amerine are joined by TJ Sangam, CEO and co-founder of SupplyPike. This company seeks to help suppliers focus on growing their business while they do the other work of building and informing collaborative products through machine learning and artificial intelligence. From topics circling the disruptions within supply-chain in 2020, to the wild wild west of NFT's and cryptocurrency, to a future of deep fake and AI, buckle up and get ready for this episode!    Thanks for tuning in!   Shownotes (1:22) Introducing SupplyPike (3:13) Entrepreneur Journey of TJ Sangam (5:20) SupplyPike's Response to Disruptions in Global Supply Chain (8:44) Surprising Data in 2020-2021 (9:27) Supply Community (11:20) Anticipated Supply Acquisitions in the Future (13:36) A Dip into Cryptoworld & AI (22:40) What's Next for SupplyPike? (26:50) New Product Launch: Data Lab (41:17) Advice To Younger Self (43:32) Wrap Up   Links Jeff Amerine Caleb Talley TJ Sangam SupplyPike   Quotes “A lot of times suppliers don't even know that they're hemorrhaging tons of money So we help identify that.” (2:28) - TJ Sangam   “[Small CPG's] expertise is in making the product, not necessarily supplying them.” (6:19) - TJ Sangam   “We want to use this data to model supply chain behavior.” (23:42) - TJ Sangam   "We want to automate replenishment, which is the bulk of what happens in supply-chain." (24:36) - TJ Sangam   startupjunkie.org wlj.com

Emily Chang’s Tech Briefing
Ed Ludlow: Global supply chain could cause problems for holiday shopping

Emily Chang’s Tech Briefing

Play Episode Listen Later Oct 29, 2021 3:38


The global supply chain crisis could have some of the biggest tech companies slogging through the mud to get products to customers, which could mean a not-so-merry Christmas for holiday shoppers, and company profit margins. For more, KCBS Radio news anchor Margie Shafer spoke to Bloomberg News Reporter Ed Ludlow. See omnystudio.com/listener for privacy information.

The Jason & Scot Show - E-Commerce And Retail News
EP279 - Amazon, EBay, Shopify Q3 Earnings

The Jason & Scot Show - E-Commerce And Retail News

Play Episode Listen Later Oct 29, 2021 58:08


EP279 - Amazon, EBay, Shopify Q3 Earnings  In Episode 257 we talked about IDFA and the impact of privacy and digital ads, and then on Episode 277 we talked about Supply chain pain (SupplyPain™). Now that we're in Q3 earnings season we're seeing those themes play out. This week we dive into the earnings calls from Snap, eBay, Shopify, and Amazon. We also discuss the Rent the Runway IPO. Episode 279 of the Jason & Scot show was recorded on Thursday. October 28th, 2021. http://jasonandscot.com Join your hosts Jason "Retailgeek" Goldberg, Chief Commerce Strategy Officer at Publicis, and Scot Wingo, CEO of GetSpiffy and Co-Founder of ChannelAdvisor as they discuss the latest news and trends in the world of e-commerce and digital shopper marketing. Transcript Jason: [0:00] Welcome to the Jason and Scot show this is episode 279 the Halloween edition being recorded on Thursday October 28 2021 I'm your host Jason retailgeek Goldberg and as usual I'm here with your co-host Scot Wingo. Scot: [0:18] Hey Jason happy Halloween. Jason: [0:21] Happy Halloween to you too Scott are you a big Halloween guy I kind of imagine you are. Scot: [0:26] Am I like to dress up but once my kids became teenagers that was suddenly not cool so I haven't been dressing up since probably for probably like the last few years so. If you dress up for your son enjoy it while you can. Jason: [0:42] Come over and spend it with us Steven is happy to be your dress up beard. Scot: [0:47] Yeah he would have a Darth Sidious outfit and work to the channel visor Christmas party and scared all the look it's so so I don't do that with five and under. Jason: [0:59] Yeah you probably weren't invited back to your own company's Halloween party. Scot: [1:03] Yeah well a lot of times the wives didn't know that I was so sorry. Jason: [1:06] Yeah but the other way to think about it is that it's Christmas in October both because retailers are desperately trying to pull holiday sales and but also because Apple finally release the new Macbook Pros that you and I have been waiting for. Scot: [1:20] Yeah yeah we had some Getty conversations about that you've got the new chips and yeah and you know the Apple, the Apple launch events have gotten kind of weirder and weirder with covid like now it's like you know Tim standing in a Tim Cook standing in a giant corn field then the the camera flies around like a crow and so so those have been kind of fun to watch just for the theatrics of they're going through. Jason: [1:47] Yeah yeah no the production like despite the fact that it's all pre-recorded and stuff and you know the the production value is pretty high I I'd like to see him go the other way it should be like Tim Cook in his pj's in his kitchen being like Oh and we invented a new chip. Scot: [2:02] I miss Johnny I've saying aluminium this my favor. Jason: [2:05] Yes and as you may know aluminium is dramatically more expensive than aluminum. Scot: [2:11] Yeah and chamfered edges. Jason: [2:13] Yeah all that's gone now it's just a chunk of aluminium but I'm excited to get mine I have a little jealousy because I feel like we both ordered early on launch day and I think yours already shipped is that true. Scot: [2:29] Yeah it's somewhere on a plane from Shanghai right now I hope according to the the tracking number we'll see. Jason: [2:36] Nice nice I will be excited for your unboxing and I half expected that when you jumped on the, the conference call to record this one that you'd be wearing like a Versace like jogging suit or something because my my Google Alerts have blown up this week because get spiffy is on fire. Scot: [2:56] Yeah yeah we had a big week it's few we announced our Series be fundraising so that was a lot of fun, I think I had a record LinkedIn post I think I had something like 300 comments and so those those good it's always. Yeah it's been a kind of a crazy 18 months for us and I can definitely commiserate with our retail folks that are going through harder times now we had those common being the pandemic but got through and. It's been crazy we've since March our business has grown like eighty percent so it's been like this crazy post covid-19, perfect storm for for Mobile Car Care Bears, you have no one can hire anybody but we've been able to kind of squeak that out and then no one can get new vehicles so they're running their vehicle Vehicles longer, they don't have anyone to take them to brick-and-mortar service centers they don't have mechanics to hire so they call us if so that's been it's been a lot more fun than this time last year. Jason: [3:54] That that is awesome I'm going to assume the one slight negative is you get some good news like that you get all those those post cooking on LinkedIn and I'm assuming, every vendor under the planet has I read your news and is now pitching you for something. Scot: [4:10] Yes yeah I try to forward them all to you because, there's a lot of Executive coaching out there available that you know maybe you could use a lot of video stories a lot of AI chatbots you know I don't know how on Earth we have, the world can sustain at least a thousand AI chatbots but there are a lot of those out there yeah when trick is someone told me, if you put an emoji in your name on LinkedIn the Bots pick it up or get confused by it so that that helps give me an automatic filter so if someone kind of uses that emoji when they're kind of like hey Scott and that you know they put the Emoji then you know that it's a bot so that I just delete. Jason: [4:54] Oh my God this episode of the podcast is now like officially worth it just for that that's a pro tip. Scot: [5:00] Life hacks yeah I'm here for LinkedIn life hacks that's my that's my speciality that and saying aluminum. Jason: [5:08] Those are all good skills but congratulations I know it's non-trivial ever to get people to have their trust in you and invest and then in this climate in particular I'm sure. It was a rigorous process. Scot: [5:25] Thanks thanks and we actually added the folks at Goodyear Ventures so shout out to them I think some of their e-commerce folks listen to the show so appreciate their support. Jason: [5:34] Nice A wise choice in podcast as well so any e-commerce stuff you follow this week. Scot: [5:42] Well it has been probably one of the more interesting weeks in the land of e-commerce for a while so listeners will remember that you know. We were recording this in October so this is always an interesting time to read what's going on in the Q3 results which kind of sets us up for Q4. So we always pay particular attention during this time of year. But if blisters remember back in March of this year you and I I would like to say and I think if we voted on this would be unanimous we're basically Clairvoyant Nostradamus level of predicting things. You and I both kind of felt like the industry wasn't taking this idea if a the Apple privacy changes coming to both iOS what is it 14.5 and then later 15 added some more. It didn't seem like anyone was taking that as seriously as you and I kind of felt like it was going to hit him so he did a really big deep dive on that that's one of our more popular episodes that's 257. And then into 77 you and I again being The Clairvoyant Wonders that we are we started talking about the supply chain being way worse than folks thought it were in coined Supply pain. So we are now starting to see those two things Collide in really interesting ways that I don't. [7:02] You know I think our guesses that those would be bigger than people thought on it came true so let's walk through what that. The first one was Snapchat so they we don't usually cover them on the show but I think it kind of sets the tone here they started off their earning Seasons last week Thursday on the 21st, and they just totally whiffed on their expectations and I thought it would read this little segment from from one of the Wall Street. [7:30] Analyst. While snap was clear that changes have not impacted the efficacy of their advertising iOS 14.5 is limiting direct response advertisers ability to measure and optimize campaigns on Snapchat. Leading to reduce spending on the platform specifically the update was pushed to users in July blah blah blah blah and it restricts the advertisers ability to use their measurement tools. So basically used to be able to measure what was going on in Snapchat and you know and because it's in an app and that's largely the use cases inside of the app for advertisers they have no idea. Traffic is converting or not so that's not good especially, you know and then advertisers are into buckets you know this but just for listeners there's brand advertisers were just kind of top of the funnel building awareness in just really trying to be seen and what not, and then there's more direct response where you're really trying to measure you know I'm selling in Snapchat Maps I'm a convenience store and I want people to come in and get a slice of, and I'm measuring that conversion that just went away so that big segment of advertisers is very upset. And what Apple did is they offered this alternative I don't know the right way to say this but it's their own ad that work how do you how do you say. [8:47] Gad Network Scott ad Network I don't know I'm going to call it apples ad network but that's not the official name. So Apple said okay don't worry everyone we're going to do this privacy thing over here but we're going to give you these little tool sets so that your advertisers can see what's going on. Well those things really stink worse than anyone I ever imagined because you know they. Because they're super anonymised you have to have you have to be at this really big scale so if you're kind of a micro let's say you're not 7-Eleven your Joe's convenience store, well in Des Moines Iowa well you're never going to have enough data in there to give you anything so so it doesn't work for this vast segments of advertisers I think everyone was surprised by that, then if it does work the reporting is delayed as much as 72 hours so it's like what happened last Thursday kind of thing, so it's just a total train wreck and then on top of that to kind of pile on, snap said in addition a bunch of their brand advertisers turned off because, they just don't have any products they can sell because of the supply chain problems so so it was a double whammy for snap and the stock Plum old plummeted like, 10% the first day and has continued to slide and so it's down 20 percent as of now so that was that got everyone really squirrelly and spooked out. [10:16] What is your take on the Snapchat side. Jason: [10:18] Yeah no I mean you I think you covered it really well like in general there has been a trend where more ad dollars are shifting to more of those direct response ads so the fact that like that's the. [10:31] The side of advertising that got diminished was like extra severe because you know people were generally trying to spend more money at the bottom of the funnel than, then they had in the past these digital, platforms and especially after Google and Facebook they the bulk of their advertisers are the long tail Advertiser so they tend to be smaller people that are more impacted by these sort of like cohort models that, the Apple and Google are trying to use, um and I would just say like there is a funny thing here like the attribution always sucked and it best it's this last click attribution someone saw your ad clicked on it and then bought the thing. And so therefore your ad was worthwhile you never will know if you would have sold the thing, without that add right and they may very well have like type your name into a platform that then showed your ad right above your organic listing and. You know the the ad kind of stole the click right so. So you know there always is this dirty little secret that like attribution is not the same as incrementality. And you know now like these advertisers that used to be able to justify their spend are having a harder time because of these numbers but the other thing is mucking up is about 73% of all these digital ads are programmatically bought so. [11:56] Computer program buys it and guess what the most important impart inputs are for that programmatic algorithm its, those those ads success metrics so the fact that is delayed 72 hours it's not just an inconvenience that you know someone buying an ad isn't going to see a report for a couple days, it means you can't do this real-time bidding based on like you know hitting particular row as goals and things like that with your at so, it is a mess I would just say you know snap and Facebook you know used to be a huge competitive advantage that the bulk of their user base was in this mobile app and you know the fact that everything happened in the app was a huge benefit and now it's. It's unfortunately for them sort of biting them in the in the butt. Scot: [12:40] So so that got Wall Street very much awake about this issue and many of the reports were like we just don't know how bad Q4 is going to be because, you know iOS 15 is now out and it increasingly has turned the crank on privacy this one is really more around the efficacy of email marketing, but if you're if you're a brand you have you know and used to do a ton of direct response advertising and snap and, you know you're doing a bunch of email marketing you've just had two legs of the stool kind of taken out from underneath him so. This got Wall Street very worried a lot of the stocks kind of reacted and then that was kind of the set up this week so then we hit Monday of this week, and Facebook was next up and everyone was like losing their mind because if you think about Snapchat is largely used through the app on phones same is similarly true Facebook at least has some desktop traffic. But I believe snap doesn't have any it's just an app yeah it's got to be snap. [13:41] Sermons like okay this is going to be bad but how bad so Facebook came out and they miss their consensus numbers but they were in range with what they had kind of guided to so I wear a snap kind of thing just totally blew up everything. And then they also kind of lowered going into the fourth quarter and so there was kind of a little bit of collective sigh of relief that was like who that wasn't as bad as we thought it would be. [14:08] And they kind of said oh yeah and also we're going to change our name so everyone's like what, okay but then they did they didn't change their name at that particular time so that was kind of weird, so everyone is kind of like what is this and you know they are obsessed with this idea of the metaverse we should probably do a deep dive on this at some point but this this idea that, you know you'll kind of be able to go in and out of the seamless 3D World either with augmented reality or virtual reality and, Jason I love to talk about this future things but don't have time to get into it here, so everyone was like okay that wasn't so bad and then on Wednesday both eBay and Google announced Google surprise to the upside and, you know I believe this is because they are they own a phone platform they own a browser, so in this new world of third-party data kind of going away they're in a pretty good position because they have a lot of first-party data. Now they do have some exposure you know especially through like their ad networks and stuff but they were able to mitigate that through the bulk of their other activities. [15:18] So so that was interesting and then reading that report one thing they actually called out was that they one of the segments that was stronger than anticipated was the kind of called it e-commerce and that encapsulates. The traditional Google shopping that most merchants and brand folks will know, but then they talked about how they're having their starting to see a fair amount of success on YouTube and it wasn't clear to me I was going to ask you it wasn't clear to me what exactly they were talking about their they didn't they didn't elaborate, no is it live streaming is it some product, I think you can send a feed into YouTube now and how things bought through there so I wanted to pick your brain on that Google aspect of. Jason: [16:01] Yeah no it is getting a lot of traction and it's a there's a family of AD products on YouTube called YouTube shoppable ads and it. It's less about live streaming there's a tiny little bit of it on YouTube that's why I've streaming but it's it's being able to embed clickable links in video streams and then add pre-rolls for other people's video streams, the let you endemically buy a product and so the and the. You know the the amount of volume on those kind of add products versus like a product listing add on Google searches lower, um but the efficacy is much higher and the growth rate is is much higher so people are consuming a ton of minutes of a video on the YouTube platforms and you know now we're starting to see. Tangible examples of being able to convert those audiences into buyers so that's that's kind of interesting but it's less live streaming and more. Sort of you know embedded links in the video that that either do an endemic check out on YouTube or send you to a Retailer's e-commerce site. Scot: [17:15] Yeah yeah I definitely want to dig into that maybe we could do a deep dive on another show and kind of look at some of these cases I think it's interesting so then everyone was like holy cow this is this is awesome Google did great and then eBay announced and their their results are kind of what I would call, Punk they're just kind of like yeah you know they they weren't terrible like Snapchat and one of the nursing things is Snapchat set the bar so low that people missing consensus kind of was like, almost like a hooray it was a really weird setup I've never seen anything quite like it so it's kind of an interesting result there, so you know being being not terrible as kind of the new win oddly enough, so there gmv was down 12 percent year over year because of these tough comps, and you have a picture maybe we can talk about where you know you see this mountain last year of, do the pandemic and now women's comping against that mountain and a lot of folks especially, Pure Play anyone Pure Play retail they're not able to compliments that they're coming down their growth has slowed below to kind of where that mountain of growth was last year and eBay has fallen into that trap. [18:26] They did spend a lot of time on the call and I thought this was, Clairvoyant of you that kept talking about comping against 2019 so kind of a two year ago comp because that takes the pandemic out and makes you look better when you take that big mountain of a year Outlast in kind of in the sandwich of, the 2019 in the 2021 and when you do that they were up 9 percent so they felt like that was kind of when I don't know about that. Jason: [18:51] Yeah if you do a word cloud of all the the earnings calls this quarter two years ago will be the biggest phrase on the word cloud. Scot: [19:02] So then today was interesting because the setup was and I don't think this is ever lined up like this so in the morning we had Shopify and then in the evening we had Amazon, and when you when you when you're a public company you have to you can't you can't announce earnings while the markets open most people historically have done, you know after market close Shopify for some reason they like the morning, part of it is I think you don't compete with analyst for their time because sometimes these internet analyst. You know like on that night we had Google and eBay they'll go to the what'll happen is they'll see the press release and I'll have to decide which one of the calls they're going to go to. And they'll say they all go to Google well now you're the eBay folks in your like does anyone have a question and it's crickets and there's no Wall Street analyst. It's kind of there because they're they're all over on the you're competing for their attention, so yeah so so it creates this interesting setup in that like around eight o'clock before the market opened 8 a.m. eastern Shopify announced and this one was really super squirrelly so. Shopify has been priced for Perfection for a very long time if you look at the various ways of measuring you know they're there. [20:18] Valuation against Revenue multiples of Revenue or ibadah or any of that and you look at a chart there always way up in the upper right hand corner just way off the charts and how Wall Street has valued the. So you know so they actually came in below expectations pretty considerably on the top and bottom line. But again because of that weird Snapchat has Snap Chat setup. It was viewed as a victory which is kind of really strange because I would have guessed. Because Shopify has been so price for Perfection they were kind of set for like a ten to twenty percent correction and then you know they would get back on track, but no they were like up 8% by by missing their numbers says like super strange reaction I don't hundred percent understand. So so I think what it indicates is that folks you know Wall Street was like really worried about it because, again they don't have a ton of they're there their merchants, largely our advertising that could be like a set of these these Snapchat advertisers or they're on Facebook and those guys had headwinds and it just felt like it would be natural for them to face. [21:28] So just put some numbers on it their revenue grew 46 percent year over year and Wall Street expectation was 54% I think this may be part of it too right because, this dismiss is still, pretty pretty good compared to some of the other numbers we just went through right so a 46% grower missing 54% expectations during these tough comps has as it's not hard to shed a tear on that. [21:53] Now they did they did kind of danced around i d f a and supply chain and and for the first time that I'm aware of the client to put out a consensus like an estimate for next year and they kind of talked about a framework. Um so I think and the other trick is if you think about it they're doing that call today which is the 28th right. So in their their digital business so they should have they have a kind of a read on the quarter so so I kind of felt like the body language was maybe that. They're not the setup in the queue for is maybe getting a little bit worse than Q3 but I may be reading too much into that so I thought that was interesting and then, they did talk about the supply pain, and then finally one of the big investment areas they called out for holiday is this Shopify fulfillment Network which I thought was interesting because I keep getting conflicting information on this where I've had people tell me they've got one thing in Canada and one of the US and they're tiny and they're not investing in it then on the call they're talking about how they're really investing in it so I don't I don't know what to make of that. Any takeaways from Shopify on your side. Jason: [23:02] Yeah well if you so first of all I have a personal theory that shopify's going to be more impacted by Supply pain than some of the other big players were talking about right and that's because, they don't, they're not a retailer they don't have any fulfillment they don't sell anything to Consumers they're just an aggregation of a ton of small businesses and there's none of those small businesses individually have any leverage our resources to hedge their supply chain problems whereas, Amazon and Walmart have a lot of levers and can buy ships and moved to different ports and do all kinds of different things to mitigate, the supply chain risks and so I I do think because they're predominantly small businesses that they're going to take a bigger hit from the supply chain disruptions then. Is Amazon so Point number one the, I looked at their gmv numbers and and I have to say like in general I'm a fan of Shopify I think they solve a real problem they do it really well I think they have a ton of growth opportunity, I think they've got a bunch of smart profitable. [24:14] Accelerator businesses that they've you know kind of added to the the core platform and the one I like the most is shop pay, and you know their own payment technology is now driving 50 percent of their whole gym V so they've done a terrific job of watching this this payment technology and getting incremental revenue from that and that's you know that's much more valuable than the, thirty bucks a month or two hundred bucks a month they get for hosting because as those the small businesses grow they get to grow with them and all sorts of good things so that's my precursor, um I hate it when people compare their gmv to Amazon and other retailers because it just it's not Apples to Apples. [24:56] Shopify is gmv mostly grows because they add a hundred thousand more small businesses that are each selling a hundred thousand dollars worth of stuff right and so it's, it's not like Shopify hasn't attracted any customer Shopify hasn't sold anything it's kind of like if you said well FedEx is gmv is bigger than Amazon's or ncr's GM V which is the cash register in Walmart and Best Buy and Starbucks is much bigger than Amazon like it is but who cares right like they like NCR didn't create any of that traffic so. Let me just say like there are all these numbers where their cumulative GMB is getting very significant it's over 400 billion their gym V4 last quarter was 41 billion so that puts them at like. Was that a hundred sixty billion run rate which you know is starting to get there as I like the fourth or fifth largest e-commerce site, um and I like I think that's a false narrative that always annoys me a little bit. Scot: [26:01] They had their on CNBC and they have this stat they like to do where it took them eight years to get to a hundred billion and then a year to get to the next hundred billion or something I forget the number but. Jason: [26:12] So one one side note that the thing that always drives me nuts about their gmv as they don't give you any breakdown about churn right so you don't know. Like is that because all the their original customers are thriving and growing and making their GM V much bigger or. Did they lose all of those customers because they went out of business but they got twice as many new customers we really haven't known in their investor presentation this time they did have a cohort graphic. The kind of and it didn't have any numbers on it and you know so it's kind of hard to interpret but like. It implied that they're all cohorts are a disproportionate amount of their revenue and that their turn is less than I personally suspected, so I actually will reach out offline to Professor Dan McCarthy and see if he wants to accept the challenge of trying, to reverse into some some churn numbers from those Graphics that they provided. Scot: [27:11] Yeah that the trick they do in the software as a service world is they'll take a section of customers cohort like you know, Q 1 2019 customers and then the look at the revenue from that cohort well you could lose like eighty percent of them but the 20% survivors if they go up you know if they have sizable gmv growth their revenue swamps the unit lost of 80% that my guess is that's what they're doing. Jason: [27:36] Yeah and it's still for everyone listening it still is wildly long tail like they in this investor presentation they have a list of like the there there big Enterprise logos and it's Jim shark. Which is a. You know probably one of the bigger digital native vertical Brands but you know not not a billion dollar retailer and it's Staples of Canada right and like Staples is a good brand Canada is smaller than California so like. You know it's not like they're they're you know taking these huge Enterprise sites yet. Scot: [28:12] On CNBC they talked about how they just once Banks and that didn't really resonate with me I just can't imagine I don't know maybe it's like a side maybe it's like an international side or something. Jason: [28:22] Yeah now and I do think they have a ton of I mean they have a ton of growth in North America but the international growth I feel like is you know, huge for them and then all these payment things and, and you know they partnered with with a firm so they have buy now pay later in their payment echo system and remember, like you can now use their payment system for transactions that are not on Shopify so it's an endemic payment option on Facebook now and so it's interesting like in the long run they could get out of the web hosting business in just you know be a bigger more profitable PayPal. Scot: [28:56] Yeah sidebar there is a lot of rumors that house going to buy Pinterest and largely driven by this IDF a where everyone's trying to if you're at the bottom of the direct marketing World funnel all those people because of idea of a an unintended consequence I didn't catch up to Wood is they're all trying to walk up the to the the first party data which would be by acquiring Pinterest set very interesting you know I would say we were early. Jason: [29:26] You put in this but they came out strongly and allege that that wasn't true. Scot: [29:32] Yeah well it's interesting to Think Through like you know I do think that a lot of firms are thinking about this because the idea of a is actually causing maybe even bigger ripples than I thought. Jason: [29:43] In my world the way that plays out is everybody is like so focused on the retail media networks right so selling ads on the retail properties where they do have first party data, and it's a it's a very good practice everyone should be doing it but like. The amount of attention it's getting right now like how hot it is in the market like is way bigger than the possible upside and so you get like. Every you know Clarin as a buy now pay later service like they have an ad Network right I just like just for the the you know like if you use the clarinet app too, to maintain your installment love there there's like ads in there that they're selling to to advertisers and a personal favorite is the gap and the reason that's funny is like most of these ad networks are selling to their in what they call endemic advertisers right so if, Procter & Gamble is selling Gillette razors at Walmart than Walmart will get Procter & Gamble to buy a jet razor ad on Walmart.com it makes perfect sense, um guess what there is not at the Gap in the endemic for its first it's all Gap product right so they've gotta like they're going to get Kanye to buy an ad I guess but um, you know they've got to sell to non-endemic advertisers which is a much higher bar so it just funny how. Right there is a huge rush to first-party data right now. Scot: [31:09] You get a network and or you get an ad Network it's like Oprah giving out ad Networks. [31:15] Okay so that brings us up to this evening when Amazon released so it feels like everyone had kind of. We have breathed a sigh of relief and I was like oh Amazon's going to crush it and then Amazon and if you remember last quarter Amazon kind of had a bit of a mellow kind of slight Miss quarter. And you know the stock if you look at these these kind of there's all these different names for it like Fang and all this stuff but these kind of Mega tech stocks, a lot of them have been moving pretty aggressively so Microsoft Facebook Apple Etc especially Tesla and then Amazon has been lagging the pack and usually they're the leader of the pack so, yeah I think a lot of people were expecting kind of a beat and a Amazon to really kind of take off because it's been under pressure. That didn't happen so they actually missed expectations the revenues came in at a hundred and ten point eight billion which was below the hundred fifteen point five billion so 15% year-over-year growth which is, you know a very uh name has on Nyan kind of a result now it's better than, eBay is minus 12 percent but then again Shopify and I know it doesn't count exactly because they're adding scene for sales but you could argue I guess so is Amazon's adding third parties in here too, so it was it was a bit slower than people thought in Q2 they grew 24 percent so another big step down. [32:44] A lot of this is. [32:47] They're Mountain last year really because they focus on so many essential items and Q2 they really didn't get a bump until Q 3 q 4 so there they're comping their Compass actually harder than maybe like an omni-channel or even in eBay just because of the focus of. You have sung mask and what they called kind of Emergency Essentials last year. They peel the onion and they have this one segment called online source and that was only a 3% for the third quarter and that was a deceleration from 13% in Q2. And then this rippled to the bottom line where operating income came in at four point nine billion which was well below the 5.5 billion consensus, so that's the bad news and there was some good news do you want to cover some of that. Jason: [33:35] Yeah and side note is there a new thing called like. Like you know there are always these I'd beat and raised like you know vernacular for like you know you beat the consensus and then you you raised your guidance I feel like there's a new thing it's missing grow where like you miss all your consensus numbers but your stock still goes up. Scot: [33:56] Yeah that Shopify totally nailed that one has come very strange but they did it. Jason: [34:00] Um so yeah some of the interesting things in the in the Amazon number. I like to break down those segments you hit the you know the big segments online retail and it obviously. Had a pretty slow rate of growth by Amazon standards but an interesting subset of that is physical stores right so Amazon's got. Eight different retail formats the bulk of them is 500 Whole Foods stores and historically Amazon's physical stores is the one segment that shrinks every quarter right so going back to Q2 of 2020. Physical stores went down Thirty thirteen percent and then 10% in Q3 and then 7% in Q4 and then 16 percent of in q1 of this year and we're just we just got used to seeing that number go down and we all thought it was going down for two reasons, number one Whole Foods was kind of a distressed asset when they bought it and they haven't really improved it in any meaningful way some people would say they've. Diminished it and so like it probably is shrinking and it's the bulk of their the retail sales but then. [35:09] What Amazon has done for Whole Foods is help them sell groceries online and then of course the pandemic help them sell a lot of groceries online, but ironically Amazon doesn't count those whole food online orders as whole food sales they're not physical sales that that those dollars get attributed to Amazon online and not to Whole Foods brick and mortar, so if there's a big. Shift in mix from shopping and store to ordering for home delivery from Whole Foods that actually hurts physical retail sales so for all those reasons we're used to seeing that number go down, last quarter it bounced up ten percent and then this quarter it bounced up 12% so, I have to be honest I'm not exactly sure what's going on their part of it is e-commerce had such a big growth last year that comparatively, read the the rate of retail growth has kind of accelerated brick-and-mortar growth has accelerated a little bit and the rate of e-commerce growth while still higher than brick and mortar has decelerated so that kind of mix, you know maybe as favorable for the way Amazon does accounting for these stores maybe some of the other store concepts are, starting to get more traction like the Amazon Fresh stores perhaps I don't know but. [36:24] It's interesting to see that number going north for the first time in recent memory, of course everyone always talks about AWS being the profitable segments so they sold 16 billion dollars of AWS which was 39 percent growth which was an acceleration and growth so again, that's been kind of growing at 30% of quarter and now you know last quarter at Route 37 and 39 this quarter, um that makes a lot of sense the pandemic drove a lot more people to the cloud and online so you know it's AWS is firing up. [37:00] And then going back to the ads I talked about how big a deal retail ad networks are Will by far the biggest retail ad network is Amazon and they somewhat derogatory to me like Calder the retail ad Network other sales in the in their, and so this was their biggest quarter ever they sold a billion dollars worth of ads for the quarter which is 49 percent growth which is. Actually a significant deceleration Q2 grew at 83 percent right so this number is growing really fast. But the way to think of this is if you add up the last four quarters of their ad sales they sold 30 billion dollars worth of ads if you add up the last four quarters of AWS they sold fifty seven billion dollars worth of server services. [37:51] Think about the cost for that 57 billion dollars worth of server Services they have a bunch of silicone they make their own chips they pay a ton of electricity and they pay rent and people in all this stuff. In order to deliver that aw s right so there's a lot of cost for it to get that fifty seven billion dollars worth of sales. The the the cost of those ads is near zero right like. It's very well and so 30 billion dollars in ad sales I guarantee you is more profitable than fifty seven billion dollars in in server capacity sales and so, like its I said this last quarter but it's even more clear now that the most profitable business that Amazon is now. Um this this ad Network and in their their their investor call and he's sort of address that and he talked about the fact that like hey, we don't really. [38:49] I think internally of breaking out retail sales versus ads versus Marketplace because they are inextricably linked they all need each other, um and you know together they're a super powerful flywheel but like you know they basically recognize that like. Yeah you know we could break even or lose money selling Goods. When we're making a fortune on the 30 billion dollars of ads that we get to sell because of those goods right and and all the seller services for the marketplace half of their sales so. Like you know the the myth that that the retail pirate of Amazon's business is not profitable or less profitable than things like AWS like I think is. Is getting even more exposed and again all those those those businesses AWS and ads are are growing quite healthily at the moment. Scot: [39:42] Yeah it's interesting Colin Sebastian who's a good friend of the show and it's been on many times he pointed out for the one of the interesting. Parts of this quarter is for the first time if you think about Amazon having two pieces of product business and a service business so a Services would be a WS ads, this thing they call merchant services which is kind of FBA and some of the marketplace Revenue goes in there and subscriptions that is now for the first time the revenue from those pieces that quote-unquote Services pieces is bigger than product revenues for the first time ever, and you see it in these numbers right so online stores celebrated a couple other things accelerated but AWS and ads accelerated so it's a really interesting time where that that that kind of Tipping Point happened inside of there. Jason: [40:35] Yeah yeah for sure and then two other takeaways from the earnings call that I thought were Jewels they got asked because you talked about. Advertisers on some of these other platforms like Snap slowing down because of Supply pain right if I don't have products in stock I probably shouldn't be advertising those products, so they got a spike is other going to take it in the shorts and Q4 because advertisers are going to cut back because of Supply pain. Um and Amazon's answer was no that they're not seeing, people getting back on on ads from supplied pain they said like what is likely Gonna Hurt our comps and add sales for Q4 of this year is that Prime day was in Q4 of last year and that there's a lot of, add activity that's driven by Prime day so they said like you know what car comps. Four ads in Q4 maybe not as strong as they ordinarily would be but it's going to be because of the shifting dates of prime day not because. Advertisers are slowing down which is interesting and again Amazon's attracting. The long tail and the the head advertisers whereas like Snap is mostly getting long tail advertisers so. I found that really interesting and then Amazon also said like what. [41:53] Supply chains going to be really challenging and as a result we are incurring a lot of incremental costs but they were very strong that it wasn't going to hurt their revenue number that it was going to hurt profitability, but they felt like they had enough levers to pull and pull those levers, to ensure that they both were going to have enough inventory and that they were going to have enough fulfillment capacity, to deliver on that so they were super confident there and what they call that they said the the. Impairment that's going to be the most hard for them to overcome this quarter is not inventory it's not Logistics it's labor, right and that's the one that they felt like was the hardest for them to overcome is they've got huge turnover they're trying to hire a bunch of people and the cost to hire them are just you know skyrocketing because there's you know constrained pool of people willing to work and, and they're able to command a lot more for their their labor right now. Scot: [42:50] Yeah Jesse basically said that they're getting back in he she basically said I want to remind everybody this is a second quarter a CEO that one we have to choose short-term profit over long term customer experience we will lose money for for we will invest in long-term customer experience, Wall Street that is like we're entering into one of these investment phases usually they get kind of excited by it because usually ratchets, the orbit Amazons in up in the profit kind of spills over after about 18 months or so but there really wasn't a lot of enthusiasm this time so that was interesting, and then you know I mentioned the operating profit was about 4 billion their forecast for 4th quarter of the actually they do you know unlike most companies right now that are just like we have no idea what the heck's going to happen when I put out a fourth quarter forecast Amazon did, and they basically said the bottom line it could be between zero and two billion well that was like you know again that that's a very strong signal they're going to be spending a lot of money in the billions. And in fact they add a little color and said we see several billion dollars of additional costs related to and they put them in this order labor shortages higher wages, Global Supply Chain issues ETC but then they said they still need to hire 250,000 people for holiday and they're going to do whatever it takes because they won't be able to deliver and execute unless they have them. Jason: [44:14] He used an interesting metaphor he said like. That you know they just decided it wouldn't be customer Centric or in their long-term interest to raise prices or fees, and so he's like we really think of ourselves as a shock absorber and we are going to take the hit on all of these incremental costs for both our customers and our Marketplace sellers, um because we think in the long term that's going to strengthen the flywheel so I mean he was pretty like the you know there was not a lot of subtlety about the fact that like. You know it's going to there's going to be a lot of incremental costs to win this holiday but they're going to win the top line and not worry so much about the bottom line. Scot: [44:56] What else did you get from the Amazon call. Jason: [44:59] Those those were the big things one other thing that's interesting to me is. You know everybody's struggling to figure out digital grocery right now and saw the unit economics but there's this other tidal wave behind that that will call ultra-fast delivery and we've talked about a little bit on the show but they're all these firms. Go puff most notably but Joker and gorilla and all these firms like coming out with these. 30 minute or 15 minute delivery promises for a constrained set of products and one of the analysts ask Amazon like. You've always done really well against the your traditional retail competitors in terms of, of logistics but are you worried at all about these guys that are being like purpose-built for like a speed that's faster than your usual service level and it got a pretty arrogant answered I would say he's like. We really like our model we have a hundred and seventy eight thousand skews right now that are available for two hour or faster delivery and that's a lot more excuse to a lot more consumers than any of those companies. It was it was you know like I think obviously that is a space Amazons going to watch closely in play in but the. What's almost happening is they're just ratcheting up the service level for so many products I'm like when I you know Chicago is a advanced market for Amazon but when I put stuff in my cart now I get two options for same-day delivery. Scot: [46:29] Are you getting that like morning and then like there's like an insane one just like 4 a.m. Jason: [46:33] 4 a.m. to 8 a.m. yeah and it works like I wake up and there's stuff like at my front door. Scot: [46:39] Wow. Jason: [46:40] Pretty you know I wouldn't say perfectly but pretty reliably and so again like you know if I would have before noon there I have two windows often to pick. Products and I'm not having to go to some separate experience and Shop from some constraint set of products or things like that like I think the the universal experience in Universal cart and the move away from Amazon Prime now and all these separate experiences like, I do think in a way like Amazon is solving for ultra-fast delivery but they're just one generation more mature than any of these you know new companies. Scot: [47:14] Okay anything else there. Jason: [47:18] That is it on Amazon what did you have any other takeaways there's one other IPO that I thought was interesting this week. Scot: [47:24] Well then it was really weird because after the market closed we're all adjusting that and then Facebook's like hey everybody we're changing our name to Metta and then they put out this logo that looks like a warped eight on its side or like the infinity symbol that's been bent and you just look at it you're like I bet they spent eight hundred thousand dollars on that logo and you know there's. Jason: [47:47] Any amount of money spent on branding and Logo generation is well invested hashtag publicist. Scot: [47:52] Okay yes true true yes absolutely call Jason if you need new logo did you guys do that logo for. Jason: [47:59] I can neither confirm nor deny we did. Scot: [48:03] I love it sorry I love it. Jason: [48:03] Not because I'm being not because I'm being stealthy I just honestly don't know it's totally possible that we did. But I don't know but we certainly do a lot of great branding work including the Amazon logo so fun. Scot: [48:16] The chief the chief branding digital logo officer doesn't know what logos you're doing. Jason: [48:22] No but the way more talented people at Turner Duckworth would probably be able to tell us. Scot: [48:27] Okay cool what IPO did you say. Jason: [48:30] Yeah so have you been following their Rent the Runway IPO at all. Scot: [48:33] I have yeah. Jason: [48:35] Yeah so this is pretty interesting so. Digitally native company unlike a lot of the other digital native Brands that's kind of in the the re Commerce space right because they're they're buying a parallel and and renting it to Consumers, and they have been one of the the. Most hyped digitally native Brands because in general rental models can be like extra profitable you buy something once and you rent it a bunch of times, old Mentor mine Wayne huizenga used to do that with videos and he made a lot of money in that space and trash cans and other things. So it was interesting to both see their financials and then they actually have their IPO this week. So and it's a very. [49:23] I'll call it a bifurcated story so it's an 11 year old company they've raised over seven hundred million dollars in venture capital and their, wildly unprofitable coming into this IPO, so they lost a hundred and fifty four million dollars in 2020 they're forecasting to lose a hundred seventy 1 million dollars in 2021, um and of course they're in like the worst possible business case for covid right like they're they're renting apparel to women to wear to parties and to work, and two things no one did in 2020 is go to a party or go to work right so. [50:02] You know they historically they would have like hung their hat on having all this subscriber revenue and their subscribers basically got cut in half by covid their last 42 percent of their active subscribers the revenue drop from, hi in 2019 of 257 million 258 million in 2020 so covid really hit them. And you know you go man that it feels like they're kind of limping into the IPO and I want to talk about how that IPO went for them but two other interesting facts before we talk about that, one thing I thought was really interesting and and. Arguably like the one favorable thing and all of their financials is how they get the inventory that they're renting so, a catastrophic piece of news is that their inventory is way more fragile than I would have expected right so they they rent you know one of those garments six times and then they usually have to retire so they're not getting like. Tons of reuse about around each of these garments but thirty-six percent of their rental inventory. Is Rev share with designers so what that means is instead of buying it at the wholesale price and then them renting it a bunch of times, they're getting it free or at a very low cost from the design house and then they're sharing the profits with those those those brands. [51:26] That's frankly exactly how the video rental business grew like in the early days of Blockbuster we bought videos and rented them and later on you know we did rev share agreements with all them the movie studios and that. [51:38] Let you get a lot more inventory a lot more affordable. Um also surprising to me eighteen percent of their inventory is private label which I would have thought like a big part of the value prop of Rent the Runway was all these well-known designer Brands so I was surprised to hear they're able to get away with you know almost one out of four five garments being. [51:56] Being private label so that was interesting and then the last piece of catastrophic news is as bad as their finances look the accountants looked at it and threw up even more because, I mentioned that this inventory gets really perishable and and they have to throw it away well the what they did all their finances without including any depreciation of their inventory so, invented a new flavor of ebay.com bike ibadah before inventory depreciation and you know those if you were to actually put the depreciation on their books. The those losses I just read to you would be even much higher so. So mostly like a pretty negative look at the company going into this IPO and then I want to say they did the IPO at 21 and immediately the stock went up and they hit a high of 23 and everyone's like wow in spite of all this horrible finances. They're having a big IPO and then as the day went on the price started dropping down and now I want to say it's about 18 18 bucks and 85 cents so, you know pretty significantly down from that $23 offer. [53:16] Like Scott in your mind is like let's call it ten percent like is that a. An acceptable IPO is that a disaster does it surprise you given their finances that they were able to do an IPO at all. Scot: [53:30] Yeah and you know one of the ways I look at it is let's look at the valuation so they're doing a hundred and fifty eight million ish last year and we don't have enough data this year to kind of know there haven't really materially improved since then so let's say let's be generous and say they'll do 200 million this year they're at a billion market cap so 5x for a business that. You know has all the kind of the negatives you're outlined there. You know the they're not getting as much use of the Garment as you would think I think our friend Dan McCarthy is at MacArthur, McCartney or McCarthy McCarthy yeah he he kind of picked apart their Co hard data and it looks like they have pretty high churn, yeah I actually think it was kind of a win because that's a pretty good valuation for this snapshot in time. [54:24] Pricing IPOs is tricky because you want to kind of price it where you get a little bit of a pop but maybe ten to twenty percent up, but if you get more than at the company you're kind of sitting there saying we just sold a bunch of stock at a discount and that wasn't great now the good news is your hopefully you know you haven't sold the majority of your stock so you sold maybe 10% and I have like 90% that's worth more so it's. It's you're not going to totally cry over it cushions the blow yet going down isn't isn't a good look and it doesn't Kate that know a lot a fair amount of weakness as people you know maybe they got excited and they're coming yeah I think I'm gonna I'm going to kind of limit my maybe they sold half of it you also and I peel you're trying to place the stock with people that will hold it long term so the fact is down means that didn't really work that people were just trying to flip it for a quick buck. Jason: [55:17] Yeah one other side note like a lot of people were optimistic for this IPO because this like re Commerce model like it's you know potentially better for the environment, and looking at the economics it actually ends up that this is probably worse than like buying disposable apparel from H&M because like the the reverse Logistics of moving this stuff around so many times and then like having to throw it away pretty quickly and like you know weaning into the fashion trends and stuff becoming obsolete as new trends emerge like it all it all netted out to like it wasn't a very favorable ecologically story either. Scot: [55:58] Yeah well we'll see a for effort. Jason: [56:02] Yeah I mean my big takeaway again like there's there's going to be some interesting digital native companies but like this this myth that that is fundamentally an advantage model and that all these companies are doing great like this is one of the companies a lot of before there was any public data available everyone's like oh I think there's a billion dollars and they've got all this sticky reoccurring rental subscription Revenue so they're probably wildly popular and their costs are super low because they're renting the same garment over and over again so I this is an amazing business and then you know when you get to look under the covers why no it's not so you know I just I would just say, you can absolutely build a good digitally native business but like it's not a good business just because you're a digitally native vertical brand. Scot: [56:47] Yeah one for listeners yet as you know one of my favorite hobbies is I really love to watch The Road Show presentations but they're only out there for like a week or so all birds is on the road right now so that one is available and you have to go to Retail Road show.com and get from this list and watch it, it was one of the better ones I've seen in a long time the video they did the with the founders had like a cheekiness to it that was kind of unusual usually these. Jason: [57:16] Talking about the Auburn's one right because Rent the Runway is on there right now or was on their last week too. Scot: [57:21] Yeah it's on sadly it's faced off yeah the all birds one is really really good so I recommend folks watch that one and then I just saw that NerdWallet hit and I'm kind of interested to see how they talk about that one. Jason: [57:33] Yeah that has been entertaining TV I watch those videos on my my Peloton now. Scot: [57:41] Nice. Jason: [57:43] When I'm not listening to Amazon earning calls. Well Scott is happen again we have perfectly used up all our lot of time but hopefully people found some value in this recap and if you did as always we sure would appreciate it if you jump on the iTunes and give us that five-star review. Scot: [58:03] Yeah thanks everybody and until next time. Jason: [58:06] Happy Commercing!

The Digital Supply Chain podcast
Will Our Christmas Presents Arrive On Time? A Supply Chain Disruption Chat With Richard Howells

The Digital Supply Chain podcast

Play Episode Listen Later Oct 29, 2021 19:56


The news is full of stories of supply chain issues, goods shortages, and delayed deliveries these days. The latest news though is serious - it seems the global supply chain issues may mean your Christmas presents might not arrive on time! If you haven't bought your presents yet, it may be too late! To talk about this, I invited my colleague (and author of the Christmas presents news story I linked to above) Richard Howells to come on the podcast to tease out this story.We had a great conversation spanning the causes of the supply chain problems, the implications for Christmas, and some ways to mitigate the issues.  I learned loads, I hope you do too...If you have any comments/suggestions or questions for the podcast - feel free to leave me a voice message over on my SpeakPipe page or just send it to me as a direct message on Twitter/LinkedIn. Audio messages will get played (unless you specifically ask me not to).If you want to learn more about how to juggle sustainability and efficiency mandates while recovering from pandemic-induced disruptions, meeting growth targets, and preparing for an uncertain future, check out our Oxford Economics research report here.And if you want to read up on our Industry 4.0 blueprint repost, head on over to https://www.sap.com/cmp/dg/intro-industry40/index.html, and if you liked this show, please don't forget to rate and/or review it. It makes a big difference to help new people discover it. Thanks.And remember, stay healthy, stay safe, stay sane! 

Laymen's Terms
What‘s Really Going On With The Supply Chain? Guest Joe Troy

Laymen's Terms

Play Episode Listen Later Oct 29, 2021 183:02


The Global Supply Chain is at a stand still. Joe Troy has years of experience working in Retail Distribution. So we asked him to explain it to us in Laymen's Terms because Pete Buttigeig is on Paternity Leave. What is the future for Trump? Can our government be fixed? Are the cargo ships off the coast of California really filled with Chinese Soldiers waiting to invade our shores? Has Tommy finally gone crazy? What is in store for 2024 and Cardi B or Nicki Minaj? All this and more in Season 2 Episode 21 of The Laymen's Terms Podcast! If you are offended by this or feel that we are crossing lines. Please know this is not our intention and we are lovers of all beings regardless of race, coloraturas or gender! With that being said, it doesn't mean we can't ask questions and try and understand what we see and feel in our everyday lives!  So Enjoy The Show! If you have any questions or comments please feel free to send them our way! Just remember to like, share, follow and review as we need all the help we can get! Follow us on Twitter @LTPShow Troll us on Instagram @laymens_terms Danny's Instagram @droppaduece  Tommy's Instagram @Tommy_k611 Visit Our Website www.laymensterms.net Send us a message producer@laymensterms.net Please be sure to let us know how bad we are doing! We encourage all feedback! Especially the bad kind!  

The Irish Tech News Podcast
The complex web of our global supply chain

The Irish Tech News Podcast

Play Episode Listen Later Oct 27, 2021 33:00


Have you been thinking about the global supply chain a bit more lately? Perhaps back in the beginning of the pandemic, when you couldn't find toilet paper, or maybe now when you are just starting your holiday shopping and realize you might already be a bit too late. But do we think enough about what we buy, why we buy, where we buy from, and whether we are buying too much? In this week's episode of One Vision, Theo and Bradley chat with Christopher Mims about his new book, “Arriving Today: From Factory to Front Door –– Why Everything Has Changed About How and What We Buy”, and the fascinating story of the complex web of our global supply chain and why it matters more than ever.

The Best of the Money Show
Shortages of glass due to the disruption of the global supply chain affects the sale of Savanna Ciders.

The Best of the Money Show

Play Episode Listen Later Oct 27, 2021 5:01


Guest: Natasha Maharaj | Marketing Director for Distell  See omnystudio.com/listener for privacy information.

Gift Biz Unwrapped | Women Entrepreneurs | Bakers, Crafters, Makers | StartUp
Tips & Talk 34 – Your Role in the Global Supply Chain Crisis

Gift Biz Unwrapped | Women Entrepreneurs | Bakers, Crafters, Makers | StartUp

Play Episode Listen Later Oct 27, 2021 9:06


Unless something drastically changes, we're headed for toilet paper hoarding again and worse yet – the holiday gifting season is in jeopardy due to the global supply chain crisis. I saw a post going around recently that reads, “The work of local artists is not sitting on cargo ships.” That's exactly right! This is in sharp contrast with other product sellers who have their product produced through factories … particularly if it's done overseas. Compounding the issue are labor shortages, the increase in shipping prices AND the slowdown of USPS, FedEx and UPS deliveries. It's a perfect storm setting up roadblocks right in the path of Santa's sleigh. Here's where you come in. As a handmade product maker, you have a unique opportunity to help save the holidays. If you're sitting on a decent supply of production inventory. By that I mean the elements you use to make your products, like yarn for your shawls, clay for your pottery or beads, wire and closures for your jewelry. Your product production is not affected by the supply chain crisis. All signs point to the fact that we'll need your help to provide gifts that we can actually get to give for the holidays. Here's what you should be doing right now to be of service to your customers while collecting your share (and in this environment even more than that) of holiday sales. Determine your product scope. Focus on producing your proven best sellers. Get out to in person shows. Promote the advantages of holiday handmade. Contact your local media. Bring the message to social media and through email. Be fluid as the situation evolves. Listen to the show for details under each of these steps. Join my https://www.facebook.com/groups/GiftBizBreeze (FREE Gift Biz Breeze FB Community) where you'll have the chance to learn and hang out with other inspirational makers just like you. If you found value in this podcast, make sure to subscribe so you automatically get the next episode downloaded for your convenience. Click on your preferred platform below to get started. Also, if you'd like to do me a huge favor - please leave a review. It helps other creators like you find the show and build their businesses too. You can do so right here: https://ratethispodcast.com/giftbizunwrapped (Rate This Podcast) https://podcasts.apple.com/us/podcast/gift-biz-unwrapped/id986323267 (Apple Podcasts) | https://podcasts.google.com/?feed=aHR0cDovL3d3dy5naWZ0Yml6dW53cmFwcGVkLmNvbS9mZWVkL3BvZGNhc3Q=&inf_contact_key=f00b9b282a6156da6dc2e642eb167c2f680f8914173f9191b1c0223e68310bb1 (Google Podcasts) | https://open.spotify.com/show/380HmeoVquMHRzOepaoF0s (Spotify) Thank you so much! Sue Know someone who needs to hear this episode? Feel free to share!

Ontario Today Phone-Ins from CBC Radio
Global supply chain crisis has real-life consequences

Ontario Today Phone-Ins from CBC Radio

Play Episode Listen Later Oct 27, 2021 51:47


Shortages in everything from petri dishes to truck drivers is costing jobs and raising prices. Sandra Pupatello, former Ontario Minister of Economic Development and Trade and co-chair of a new advocacy group called Reshoring Canada, says Canada needs to revamp its supply chains to make them more secure.

Rhetoriq
The complex web of our global supply chain

Rhetoriq

Play Episode Listen Later Oct 26, 2021 33:00


Have you been thinking about the global supply chain a bit more lately? Perhaps back in the beginning of the pandemic, when you couldn't find toilet paper, or maybe now when you are just starting your holiday shopping and realize you might already be a bit too late. But do we think enough about what we buy, why we buy, where we buy from, and whether we are buying too much? In this week's episode of One Vision, Theo and Bradley chat with Christopher Mims about his new book, “Arriving Today: From Factory to Front Door –– Why Everything Has Changed About How and What We Buy”, and the fascinating story of the complex web of our global supply chain and why it matters more than ever. See acast.com/privacy for privacy and opt-out information.

RT
Boom Bust| Miami Business Dean Quelch: ‘We are now in a global supply chain pandemic'

RT

Play Episode Listen Later Oct 26, 2021 24:42


EU leaders are sounding the alarm on magnesium shortage in China as the bloc's leaders look to adjust. Boom Bust's Ben Swann and John Quelch, dean of the University of Miami Herbert Business School, weigh in on the dual issues of supply-chain disruptions and energy shortages. Meanwhile, the threat of hyperinflation looms in the background of the post-Covid recovery process. Boom Bust's Christy Ai and Peter Schiff of Euro Pacific Capital offer their forecasts for inflation on the horizon, and discuss potential hedges. Then, we take you across the Atlantic where disputes between the United Kingdom and the European Union continue to persist. Hilary Fordwich of the British-American joins the program to discuss the fissures.

Software Engineering Institute (SEI) Podcast Series
The Silver Thread of Cyber in the Global Supply Chain

Software Engineering Institute (SEI) Podcast Series

Play Episode Listen Later Oct 25, 2021 26:56


The global supply chain touches every aspect of our lives, from fuel prices to the availability of computer chips and supermarket products. In out latest podcast, Matt Butkovic, technical director of risk and resilience at Carnegie Mellon University's Software Engineering Institute, discusses with Suzanne Miller the supply chain's silver thread of cyber, specifically how cyber both underpins the cyber supply chain and the broader supply chain. Butkovic's team recently engaged with the World Economic Forum to create an online transformation map, a set of connected topics defining a specific domain of interest. In this episode, Butkovic also discusses work on this map, the importance of cyber resilience, and how to determine the resilience your organization needs and the resilience it currently possesses.

S&P Global Ratings
Beyond the Buzz - The ESG Implications Of The Global Supply Chain Disruption

S&P Global Ratings

Play Episode Listen Later Oct 25, 2021 19:50


Roy Green Show
Today's podcast, October 24th, features: RBC's The $2 trillion transition with VP John Stackhouse. - Global supply chain. Bruce Burrows Pres/CEO Chamber of Marine Commerce (Canada). - Canadian Medical Association sounds alarm. CMA president Dr. Katherin

Roy Green Show

Play Episode Listen Later Oct 24, 2021 54:29


Roy Green Show
Global supply chain. Bruce Burrows Pres/CEO Chamber of Marine Commerce (Canada)

Roy Green Show

Play Episode Listen Later Oct 24, 2021 14:34


See omnystudio.com/listener for privacy information.

Consider This from NPR
Why The Global Supply Chain Is Still Clogged — And How To Fix It

Consider This from NPR

Play Episode Listen Later Oct 21, 2021 12:43


Last week the White House announced a plan to help move the port of Los Angeles into 24/7 operating status. But that will only "open the gates" of the clogged global supply chain, Transportation Secretary Pete Buttigieg told NPR on the NPR Politics Podcast. Another crucial supply chain link is the trucking industry, which is short tens of thousands of drivers. Bruce Basada, President of the Diesel Driving Academy in Shreveport, Louisiana, explains why. The clogged supply chain is leading to delays and shortage on all kinds of products. NPR coverage in this episode includes excerpts from Scott Horsley's report on a shortage of glass bottles, Petra Mayer's story on the slowdown in book production, and Alina Selyukh's look at shipping delays for children's toys. Special thanks to Scott, Petra, and Alina for editing help on this episode. In participating regions, you'll also hear a local news segment that will help you make sense of what's going on in your community.Email us at considerthis@npr.org.

The Big Story
How the global supply chain broke down and what it means for Canada

The Big Story

Play Episode Listen Later Oct 21, 2021 24:47


You've probably heard warnings to start your holiday shopping early this year — this is why. With much of the global supply chain thrown into chaos by a combination of several complicating factors, it's impossible to tell when or if you'll be able to find exactly what you want. But a little shipping inconvenience is hardly the end of the world. What should concern us all about the current situation is what it reveals about the fragility of the systems the world uses to manufacture and move goods with pinpoint efficiency.Has our quest for the most efficient system created a system that can't handle it when something goes awry? What are the implications of that?GUEST: Michael LeBlanc, retailer, host of The Voice of Retail podcast, Senior Retail Advisor at the Retail Council of Canada

Talk Money with Mesh Lakhani
TMW#27: Global Supply Chain Woes

Talk Money with Mesh Lakhani

Play Episode Listen Later Oct 20, 2021 16:25


In today's episode, I talk with my friend the "Weatherman,"  about what's going on with the supply chain disruption around the world. The "Weatherman" is one of the smartest investment analysts I know, and we discuss holiday gift buying, supply chain effects in different industries, and when we will see things go back to normal. Sign up for the newsletter at thetalkmoney.com/newsletter 

Life Matters - ABC RN
Global supply chain delays, women magicians and the sex ed you never had

Life Matters - ABC RN

Play Episode Listen Later Oct 18, 2021 54:33


How global supply shortages are leading to delays on our online orders for almost everything and what you can do about it, looking at the history of Australian women in magic performance and a deep dive into what you should have learnt in high school sex ed with psychosexologist Chantelle Otten.

The Takeaway
The Global Supply Chain Is A Mess 2021-10-18

The Takeaway

Play Episode Listen Later Oct 18, 2021 52:38


The Global Supply Chain Is A Mess  One of the continuing consequences of the COVID-19 pandemic is the disruption of supply chains. The global supply chain is slowing down at a time when demand is high. The Takeaway spoke to Derek Thompson, staff writer for The Atlantic, about the complex issues causing shortages on store shelves and slowdowns in services. Are Toys Becoming More Gender Neutral? Last week, LEGO — the world's largest toy maker — announced it would make its toys more gender neutral. And earlier this month, the state of California passed a law requiring large retailers to display toys and childcare items in gender-neutral ways. All of this comes as the debate intensifies over whether toys create and perpetuate gender stereotypes. We spoke with Elizabeth Sweet, assistant professor of sociology at San Jose State University to look at both developments, the history of gendered toys, the push to make toys more gender neutral, and more. Terence Blanchard is First Black Composer at Metropolitan Opera House Terence Blanchard joined today's show.You may already be familiar with Terence Blanchard as a 6-time Grammy winner, jazz trumpet player and composer of over 40 film scores, earning him a BAFTA and Academy Award nominee for Best Original Score for Spike Lee's 2018 film, BlacKkKlansman. Blanchard also happens to write operas. He composed Fire Shut Up in My Bones, based on Charles Blow's memoir of the same title, and it is the first opera by a Black composer to be housed at the Metropolitan Opera House in New York City.  For transcripts, see individual segment pages. 

The Takeaway
The Global Supply Chain Is A Mess 2021-10-18

The Takeaway

Play Episode Listen Later Oct 18, 2021 52:38


The Global Supply Chain Is A Mess  One of the continuing consequences of the COVID-19 pandemic is the disruption of supply chains. The global supply chain is slowing down at a time when demand is high. The Takeaway spoke to Derek Thompson, staff writer for The Atlantic, about the complex issues causing shortages on store shelves and slowdowns in services. Are Toys Becoming More Gender Neutral? Last week, LEGO — the world's largest toy maker — announced it would make its toys more gender neutral. And earlier this month, the state of California passed a law requiring large retailers to display toys and childcare items in gender-neutral ways. All of this comes as the debate intensifies over whether toys create and perpetuate gender stereotypes. We spoke with Elizabeth Sweet, assistant professor of sociology at San Jose State University to look at both developments, the history of gendered toys, the push to make toys more gender neutral, and more. Terence Blanchard is First Black Composer at Metropolitan Opera House Terence Blanchard joined today's show.You may already be familiar with Terence Blanchard as a 6-time Grammy winner, jazz trumpet player and composer of over 40 film scores, earning him a BAFTA and Academy Award nominee for Best Original Score for Spike Lee's 2018 film, BlacKkKlansman. Blanchard also happens to write operas. He composed Fire Shut Up in My Bones, based on Charles Blow's memoir of the same title, and it is the first opera by a Black composer to be housed at the Metropolitan Opera House in New York City.  For transcripts, see individual segment pages. 

Conspiracy Beer Me
The Fall of the Global Supply Chain

Conspiracy Beer Me

Play Episode Listen Later Oct 18, 2021 75:26


The Conspiracy Beer Me Boys discuss the breakdown of the global supply chain. 00:00 Preshow/Part 1 30:06 Manscaped Promo 31:44 Show Part 2 ✂ Get 20% OFF @manscaped + Free Shipping with promo code *CBM20* at https://manscaped.com Each week, comedians Sam Mazany, Justin Scranton, and Shane Smith get drunk and break down ridiculous conspiracies so you don't have to. Become a patron! https://www.patreon.com/conspiracybeerme Give us a follow at @conspiracybeerme on Instagram and Facebook! Review us on iTunes! www.conspiracybeerme.com

Growth Igniters Radio
Reimagining Your Global Supply Chain as Strategic Partners – Ep 199

Growth Igniters Radio

Play Episode Listen Later Oct 17, 2021 35:42


We speak with Patrick Daly, Managing Director of Alba Consulting, and author of the book International Supply Chain Relationships: Creating Competitive Advantage in a Globalized Economy, about the value of re-imagining your global supply chain as strategic partners. Based in Ireland, Patrick works with clients in manufacturing, distribution, and logistics services in Europe, Asia, and the Americas. He helps them achieve dramatic improvements in their supply chain capabilities and performance. You'll gain insights on: How supply chain relationships are being reimagined in the changing business environment Vendor or partner? The leadership challenges of elevating supply chain issues to the C-Suite Immediately useful ideas for fostering more valuable supply chain relationships

Where We Live
How the global supply chain crisis is affecting Connecticut

Where We Live

Play Episode Listen Later Oct 15, 2021 40:15


You've heard about the global supply chain crisis, from manufacturing snags abroad, to clogged ports on the West Coast and staffing shortages across the country. But how is that playing out in Connecticut? While the crisis is not as acute at Connecticut's ports, there are some strong signals of supply chain issues in the local retail industry, along with staffing shortages. Hear from the Connecticut Retail Merchants Association and local business owners. Lori Hershman - Owner, Evan's, Jesse's and Jordie's Toy Shoppes Tim Phelan - President, Connecticut Retail Merchants Association Scott Preston - Owner, Preston Market Fred Carstensen - UConn Finance Professor; Director at Connecticut Center for Economic Analysis at UConn Support the show: http://wnpr.org/donate See omnystudio.com/listener for privacy information.

Where We Live
How the global supply chain crisis is affecting Connecticut

Where We Live

Play Episode Listen Later Oct 15, 2021 40:15


You've heard about the global supply chain crisis, from manufacturing snags abroad, to clogged ports on the West Coast and staffing shortages across the country. But how is that playing out in Connecticut? While the crisis is not as acute at Connecticut's ports, there are some strong signals of supply chain issues in the local retail industry, along with staffing shortages. Hear from the Connecticut Retail Merchants Association and local business owners. Lori Hershman - Owner, Evan's, Jesse's and Jordie's Toy Shoppes Tim Phelan - President, Connecticut Retail Merchants Association Scott Preston - Owner, Preston Market Fred Carstensen - UConn Finance Professor; Director at Connecticut Center for Economic Analysis at UConn Support the show: http://wnpr.org/donate See omnystudio.com/listener for privacy information.

The Audio Long Read
Food fraud and counterfeit cotton: the detectives untangling the global supply chain – podcast

The Audio Long Read

Play Episode Listen Later Oct 15, 2021 41:12


Amid the complex web of international trade, proving the authenticity of a product can be near-impossible. But one company is taking the search to the atomic level. By Samanth Subramanian. Help support our independent journalism at theguardian.com/longreadpod

Digital Dispatch Podcast
Why the Global Supply Chain is a Mess

Digital Dispatch Podcast

Play Episode Listen Later Oct 15, 2021 21:44


If 2020 was the year people became aware of the toilet paper supply chain, 2021's Christmas is when folks are going to be HIGHLY upset when the gifts they order won't arrive on time. Why is this all happening and what can be done to fix the global supply chain mess? today's episode features best-selling author and host of Navigate B2B, Steve Ferreira. He's breaking it all down for us so we as consumers can be better aware of what to expect this holiday season and leading into 2022. Connect with Steve Ferreira on LinkedIn Check out Steve's website, Ocean Audit, his show Navigate B2B, and his book, Navigating B2B.Connect with Blythe via her website or on Linkedin, YouTube, and TikTok

David Gornoski
Global Supply Chain Disruption, Joe Rogan vs CNN - A Neighbor's Choice

David Gornoski

Play Episode Listen Later Oct 14, 2021 26:06


Are Americans finally waking up to the disastrous results of government overreach? The Mises Institute's Jeff Deist joins David Gornoski to offer his insights on the latest news such as the disruption of the global supply chain, why inflation is government policy, Joe Rogan's confrontation with CNN's Sanjay Gupta, the gaslighting from the corporate press, and how freedom finds a way. Visit the A Neighbor's Choice website at aneighborschoice.com

The Journal.
The Global Supply Chain Is Broken

The Journal.

Play Episode Listen Later Oct 14, 2021 16:21


Since the pandemic started last year, the disruptions to the global supply chain have only gotten worse. Delays at America's busiest commercial port, Los Angeles, are wreaking havoc on manufacturing and retail, leading the White House to get involved. WSJ's Sarah Nassauer and Costas Paris explain what the logjam means and how it can be fixed. Learn more about your ad choices. Visit megaphone.fm/adchoices

Midday
How the global supply chain crisis is impacting the American shopper

Midday

Play Episode Listen Later Oct 14, 2021 30:01


Black Friday, the day after Thanksgiving, is traditionally one of the biggest shopping days of the year; the kick-off of a shopping frenzy that retailers hope will sustain them for many months. This year, those hopes may be dashed. Supply chain problems are affecting sectors up and down the economy. What can sellers and buyers expect this year? Joining Tom now is Dr. Tinglong Dai, Professor of Operations Management and Business Analytics at the Johns Hopkins Carey Business School. Dr. Dai joins us on Zoom from Baltimore. See omnystudio.com/listener for privacy information.

Laymen's Terms
Just Say No! Global Collapse of the Supply Chain, Kyrie Irving Is Unbreakable & Dave Chappelle is Uncancellable

Laymen's Terms

Play Episode Listen Later Oct 14, 2021 108:21


The Global Supply Chain is in crisis! Could it be on purpose? Whose to blame? Kyrie Irving sits the bench rather than carry water for the narrative. Is Kyrie Irving the real Colin Kaepernick? Dave Chappelle makes the shocking claim that there are only two genders causing the LGTBQ+ Communities heads to explode! There is only 2 genders though, right? Could we be at war at not know it?  Danny Nastradamus has a grim prediction for where all this is heading! All this and more in Season 2, Episode 20 of The Laymen's Terms Podcast! If you are offended by this or feel that we are crossing lines. Please know this is not our intention and we are lovers of all beings regardless of race, coloraturas or gender! With that being said, it doesn't mean we can't ask questions and try and understand what we see and feel in our everyday lives!  So Enjoy The Show! If you have any questions or comments please feel free to send them our way! Just remember to like, share, follow and review as we need all the help we can get! Follow us on Twitter @LTPShow Troll us on Instagram @laymens_terms Danny's Instagram @droppaduece  Tommy's Instagram @Tommy_k611 Visit Our Website www.laymensterms.net Send us a message producer@laymensterms.net Please be sure to let us know how bad we are doing! We encourage all feedback! Especially the bad kind!  

The Current
Global supply chain problems lead to empty shelves and worried retailers

The Current

Play Episode Listen Later Oct 13, 2021 23:41


The pandemic has gummed up the global supply chain, leading to shortages of everything from books to kitchen appliances. And with poorly stocked shelves, some businesses are warning customers to do their holiday shopping sooner rather than later. We talk to Kristi Weisgerber, operations Manager at Owl's Nest Books in Calgary; Barbary Vininsky, owner of Jack and Jill in Montreal — a family-owned business that sells clothing and toys; and Thomas Goldsby, a professor of logistics at the Haslam College of Business at the University of Tennessee-Knoxville and co-faculty director for its Global Supply Chain Institute

Shipping Forum Podcast
2021 13th Annual Capital Link New York Maritime Forum - Addressing Global Supply Chain Disruptions

Shipping Forum Podcast

Play Episode Listen Later Oct 12, 2021 68:17


Winner Take All
Winner Take All #176 | Supply Chain Disaster?, Zoom Deal Busts, Walmart Ad Business, Procore M&A

Winner Take All

Play Episode Listen Later Oct 11, 2021 41:55


Applico CTO Tri Tran joins Alex for an opening segment looking at Procore's $500 million acquisition of LevelSet, a company specializing in lien rights management for the construction industry. Next, Alex discusses multiple articles on the current supply chain disruption in the United States. He looks at how the labor shortage has exacerbated the issues when importing goods into the U.S. as well as the letter issued by the International Chamber of Shipping bringing attention to the difficulties faced by transport workers. Also covered in this episode, continued inflation worries in the U.S., Amazon shipping more packages than FedEx, Macy's and Amazon fighting over a billboard, and Walmart expanding its ad business. The show closes out with a look at the B2B marketplace opportunities and Zoom's deal to acquire Five9 being terminated. 00:00 - Subscribe and Fight Big Tech 00:21 - Procore's Big Acquisition 08:11 - Labor and The Global Supply Chain 18:13 - Should You Be Worried About Inflation? 25:40 - Macy's Filed a Lawsuit Over This?! 26:55 - Amazon's New Dominant Category 28:50 - Where Amazon Can Be Beaten 34:15 - Why Walmart Poached an Instacart C-Suite Exec 36:48 - Zoom's Deal Fall Out Originally Aired: 10/05/21 #Inflation #SupplyChain #Amazon

Wisdom.MBA
Shipageddon 2.0, eCom Operations, Global Supply Chain & Logistics with Chris Bingham

Wisdom.MBA

Play Episode Listen Later Oct 9, 2021 75:23


Chris Bingham is a successful entrepreneur, specializing in eCommerce operations, supply chain and logistics. In Q4 2020, the world experienced Shipageddon where the pandemic significantly increased demand for online goods while straining global supply chains. As we enter Q4 2021, we should expect to experience Shipageddon, the sequel, with even greater challenges, as brands experience inflated ocean freight container costs, container shortages, congestion within ports, lockdowns in factories, temp labor shortages and more.Chris and I talk in-depth about scaling eCommerce operations, surviving the holiday shopping season, growing and selling a business as well as the future of MBA programs. If you work in eCommerce or are thinking about a career in logistics and operations or are just fascinated with global supply chains and how messed-up they are right now, I think you will enjoy this episode.  Chris has an MBA from the Kenan-Flagler Business School, is an Entrepreneur in Residence at Campbell University and has been a start-up coach at UNC for over a decade.Discussion Topics:(1:33) Tobacco Road basketball rivalry.(6:00) Founding and ultimately selling Riley Life Logistics.(12:14) Sleeping in your warehouse and scaling a business.(17:41) Scaling a warehouse labor force during Q4.(25:12) The biggest change in eCommerce logistics over the last decade.(28:51) Running two companies at once.(33:12) Dimensional weight calculations and shipping automation.(36:58) How to renegotiate your shipping rates.(44:25) Launching Ship Simply to help eCommerce brands grow.(50:52) Shipageddon and its sequel.(1:01:58) Business school advice.(1:08:33) Rapid fire questions.

FreightCasts
Fixing the Global Supply Chain Mess EP29 Cyberly

FreightCasts

Play Episode Listen Later Oct 8, 2021 55:18


You've likely heard the reports of a record number of ships off the Port of LA waiting to be unloaded—blaming the “shortage” of drivers, warehouse workers, and an explosion of e-commerce orders. Here to help us break down why the global supply chain is in such disarray is the host of Let's Talk Supply Chain Sarah Barnes-Humphrey and the host of Navigate B2B Steve Ferreira. Also on the show, we're breaking down Facebook's troublesome history as a new 60-Minutes report dropped and the platform faced global outages all within 24-hours of each other. What does this mean for you and your digital marketing priorities? Let's spill the tea. Watch replays of Cyberly on Freightwaves TVFollow Cyberly's podcast on Apple or SpotifyConnect with Blythe via her website or on Linkedin, YouTube, and TikTokConnect with Steve Ferreira on LinkedInCheck out Steve's website, Ocean Audit, his show Navigate B2B, and his book, Navigating B2B.Connect with Sarah Barnes-Humphrey on LinkedIn and InstagramCheck out Sarah's show, Let's Talk Supply Chain, and her SaaS tool, ShipzCheck out these shows next: The Wild World of Succulent Smuggling The Logistics of Mother's Day FlowersWhat Reality TV Can Teach Us About Brand Safety

Awesomers.com
South Florida Amazon Sellers | Strengths-Based Leadership & Global Supply Chain Breakdown

Awesomers.com

Play Episode Listen Later Oct 6, 2021 15:21


Steve Simonson shares his invite on the upcoming Wizard of ECommerce event on October 16, 2021 in Miami. The event will highlight the importance of Strengths Based Leadership. Steve shares will be sharing his inputs too on The Changes in the Global Supply Chain and why it matters in today's World. Please click the link below for the Wizard of ECommerce event on October 16, 2021: https://www.meetup.com/South-Florida-FBA/events/281239537 Don't forget to check out https://parsimony.com and https://sopbox.co/ for SOP technology FBA sellers know that it's important to rally together with the https://OnlineMerchantsGuild.org and https://Empowery.com to help harness our own voice with law makers and platform owners.

The Unofficial Shopify Podcast
Supply Chain Snags' Merchant Impact

The Unofficial Shopify Podcast

Play Episode Listen Later Oct 5, 2021 43:01


In this episode, we discuss the global supply chain disruption affecting US store shelves. Turns out the mega ship got stuck in the Suez Canal was nothing compared to this.Why are limits on toilet paper back in stores?How many container ships are sitting in the water outside of Long Beach right now? Why does Amazon want to legalize weed? Turns out all of these things are related to supply chain disruptions.That's one epic traffic jam and it shows no signs of letting up before the holidays.As ecommerce professionals, what are we gonna do about it?

The Documentary Podcast
Global supply chain disruption

The Documentary Podcast

Play Episode Listen Later Oct 2, 2021 9:48


The UK and the US have been experiencing supply shortages across a number of industries. There are many factors involved, including the Covid-19 pandemic, which has had a knock-on effect on the global supply chain. Ros Atkins examines how policies, politics and uncertainties impact our daily lives.

The Benny Show
TICKING TIME BOMB: Global Supply Chain Is BREAKING, MASS Food Shortages And Inflation CRISIS

The Benny Show

Play Episode Listen Later Oct 1, 2021 58:37


TICKING TIME BOMB: Global Supply Chain Is BREAKING, MASS Food Shortages And Inflation CRISIS. Biden Targets Businesses over Vaccine Mandates. Hero Marine Who Saved Babies in Afghanistan UNDER INVESTIGATION for Speaking at TRUMP Rally

BACK STORY with DANA LEWIS
SUBMARINES TO AUSTRALIA AND IN PART 2 COLLAPSING GLOBAL SUPPLY CHAIN

BACK STORY with DANA LEWIS

Play Episode Listen Later Oct 1, 2021 52:59


In this Back Story Host Dana Lewis talks to Uk Rear Admiral (Ret) John Gower who warns nuclear proliferation is a by product of the AUKUS nuclear submarine deal between the U.S., U.K. and Australia.And in Part 2  - the UN has been warned the global supply chain is threatened bringing us shortages of goods, and increased prices for just about everything.  An interview with Patrik Berglund, the CEO and Co-Founder of Oslo-based Xeneta, the leading ocean and air freight rate benchmarking and market analytics platform.

Strategy Simplified
S5E4: How Companies Can Thrive During Global Supply Chain Disruption (with Hans Dau)

Strategy Simplified

Play Episode Listen Later Sep 29, 2021 37:20


In this entertaining and insightful conversation, we speak with Hans Dau, CEO of Mitchell Madison Group. MMG is a boutique performance improvement and strategic sourcing firm.  The episode covers:How companies can thrive in the midst of global supply chain disruptionWhat business schools need to be teaching to upskill the next generation of workersWhat Mitchell Madison is looking for in candidatesInsights about the future of consultingLearn more about Mitchell Madison Group here.Additional LinksCareers at Mitchell Madison: LEARN MORE Apply for roles at Stax, Inc: APPLY NOWBlack Belt, accelerated case prep program - only a few spots left in Oct. cohort: JOIN NOWSponsor an episode or advertise: Management Consulted Media Kit

Consider This from NPR
The Global Supply Chain Is Still A Mess. When Will It Get Better?

Consider This from NPR

Play Episode Listen Later Sep 28, 2021 14:17


Retail experts are already warning of delays, shortages, and price hikes this holiday shopping season as the pandemic continues to disrupt global supply chains. NPR's Scott Horsley reports on the interconnected nature of those chains — and what happens when a single part delays manufacturing by months at a time. University of Michigan economist Betsey Stevenson explains why labor-related delays and shortages are not going away any time soon. In participating regions, you'll also hear a local news segment that will help you make sense of what's going on in your community.Email us at considerthis@npr.org.