Quotes with your Coffee #15

Supply snarls are receding and giving way to a different kind of disruption in the $10 trillion global logistics industry: a tech transformation, where everything between an assembly line and a store shelf will be tracked in real time where possible, fortified with AI. 

A Tech ‘Golden Age’ Awaits Supply Chains Limping Out of the Pandemic, Brendan Murray, Bloomberg News

Despite a pickup at retail in the last week of the season — momentum that has carried through to the post-Christmas week — we still think Hasbro’s holiday season toy sales were amongst the weakest in the North American toy industry.

Hasbro – Bored Games, Actionless Figures, Lack of Innovation Lead to Holiday Miss (Comment), Gerrick Johnson, BMO Capital Markets

U.S. retail sales excluding automotive increased 7.6% year-over-year this holiday season, running from November 1 through December 24. Mastercard SpendingPulse measures in-store and online retail sales across all forms of payment and is not adjusted for inflation.

Mastercard SpendingPulse: U.S. retail sales grew 7.6%* this holiday season, December 26, 2022

Several major chains, includingAnthropologie, Zara, H&M, Abercrombie & Fitch and J. Crew charge $4 to $7.50 to restock merchandise or for a return label.

The age of free online returns is ending, Jaclyn pieser, washington post, December 9 ,2022

Shares of Alibaba, the online retailing titan and one-third owner of Ant Group which is by far the largest U.S.-listed Chinese firm, skyrocketed 13% in the U.S., adding $40 billion in market cap, while fellow e-commerce firms Pinduoduo and JD.com gained 8% and 15%. Meanwhile, major U.S. stock indexes were flat, with the Dow Jones Industrial Average, S&P 500 and tech-heavy Nasdaq each adding less than 0.8%.

Chinese Stocks Gain $70 Billion As Ant Group’s New $1.5 Billion Plan Fuels Investor Optimism, Derek Saul, Forbes, January 4, 2023

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