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Category: Disruption Report

  • Disruption Report

The Disruption Report #76 – I-95 Collapse Will Hurt East Coast Businesses, Chances of West Coast Port Strike Looking Ominous

  • by Richard Gottlieb
  • Posted on June 14, 2023June 15, 2023

I-95 Collapse Will be bad for Business I-95 is our most important east coast highway.…

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  • Disruption Report

The Disruption Report #76: America Just Set a Record for Building New Factories, A West Coast Port Strike Is Getting More Likely, and a Strike Could Cost the Economy $500 Million a Day

  • by Richard Gottlieb
  • Posted on April 14, 2023April 14, 2023

America Is Building Factories, Lot’s of Them The United States set a record for factory…

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  • Disruption Report

Disruption Report #75: Big Layoffs at Funko and Disney, Game Stop Returns to Its Roots

  • by Richard Gottlieb
  • Posted on March 31, 2023March 31, 2023

Walt Disney Co. Eliminates 7,000 Jobs and One Executive Walt Disney CEO Bob Iger is…

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  • Disruption Report

Disruption Report #74: Near Shoring Is On the Rise, Its Payback Time for Shippers, and What Retailers Are Headed for Bankruptcy

  • by Richard Gottlieb
  • Posted on February 23, 2023February 28, 2023

NEAR SHORING ON THE RISE – ManufacturERS Shift PRODUCTION Closer to the U.S. Manufacturing is…

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  • Disruption Report

The Disruption Report #73 – A Potential U.P.S. Strike, Slack-Fill, Tik Tok Interns, and Anti-Influencers

  • by Richard Gottlieb
  • Posted on February 13, 2023February 15, 2023

A TEAMSTERS STRIKE AT U.PS.? Those of us who grew up in the 20th century…

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  • Disruption Report

Disruption Report #72 – Product Returns Up 63%, Container Prices Are “Collapsing,” Bed Bath & Beyond Considering Bankruptcy, and a New Book on Economic Policy in a More Uncertain World

  • by Richard Gottlieb
  • Posted on January 10, 2023January 10, 2023

Bed Bath & Beyond Is Considering Bankruptcy “Bed Bath & Beyond” is one of those…

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  • Disruption Report

Disruption Report #71: Mexico On the Rise, Hong Kong Is Back, Inflation Eases

  • by Richard Gottlieb
  • Posted on December 15, 2022December 19, 2022

China Eases Its Covid Protocols and the Hong Kong January In-Person Show Is a Go…

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  • Disruption Report

Disruption Report #70 – China Eases Up On Covid, Congress and Biden Prevent a Railroad Strike, and U.S. Orders from China Down 40%

  • by Richard Gottlieb
  • Posted on December 5, 2022December 5, 2022

U.S. Orders from China Down 40% It’s hard to believe, but after two years of…

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  • Disruption Report

Disruption Report #69: Ocean Freight Carriers Are Panicking, Bob Iger Returns As CEO of Disney, and Railroad Strike a Real Possibility in December

  • by Richard Gottlieb
  • Posted on November 22, 2022November 22, 2022

Railroad Strike During December Is a Real Possibility We have been progressively concerned about the…

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  • Disruption Report

Disruption Report #68: Too Many Containers, Inflation Is Down, and China Eases its Covid Restrictions (a little)

  • by Richard Gottlieb
  • Posted on November 11, 2022November 11, 2022

Too Many Containers Do you remember last year when you couldn’t get hold of a…

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  • Disruption Report

Disruption Report #67: Container Rates Down Sharply, West Coast Longshoreman Talks on Hold, and There’s a Diesel Fuel Shortage in the Southeast

  • by Richard Gottlieb
  • Posted on October 31, 2022October 31, 2022

West Coast Longshoreman Talks On Hold The lack of movement on labor negotiations (they started…

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  • Disruption Report

Disruption Report #66: Good News – Americans Are Having more Babies, Ocean Rates Near Pre-Covid Levels, The U.S. Dollar Is Strong, and That’s a Problem

  • by Richard Gottlieb
  • Posted on October 20, 2022October 20, 2022

Good News – Americans Are Having more Babies, OCEAN RATES NEAR PRE-COVID LEVELS, THE U.S.…

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  • Disruption Report

Disruption Report #65: Will Too Much Inventory Force a Race to the Bottom? A Possible Railroad Strike Is Back on the Table. Too Many Containers and Too Little Demand.

  • by Richard Gottlieb
  • Posted on October 12, 2022October 12, 2022

Morgan Stanley: Declining Demand Plus a Glut of Inventory Is Major Concern FOR RETAILERS Morgan…

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  • Disruption Report

Disruption Report #64: Bricks and Mortar Is Back, Container Rates Are Down, and Hong Kong Ends Hotel Quarantines

  • by Richard Gottlieb
  • Posted on October 4, 2022October 4, 2022

BRICKS AND MORTAR RETAIL IS BACK After several years of a downward spiral, more stores…

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  • Disruption Report

Disruption Report #63A – UPDATE: Tentative Agreement Reached on Railroad Strike

  • by Richard Gottlieb
  • Posted on September 14, 2022September 15, 2022

(September 15, 2022, 9:04 AM) Rail freight companies have reached a tentative agreement with unions…

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