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Category: Disruption Report

  • 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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  • Disruption Report

Disruption Report #62 – UPS Strike Looking Likely, Cost of Shipping from China Down 60%, New Container Ships Are Arriving and Boosting Ocean Freight Capacity

  • by Richard Gottlieb
  • Posted on September 6, 2022September 6, 2022

Ominous Warnings About a Potential UPS Strike The Disruption Report has, until now, focused on…

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  • Disruption Report

Disruption Report #62 – Amazon Increasing Third-Party Seller Fees, Walmart Canceling Billions of Dollars in Orders, and Warehouse Space Availability at Record Low

  • by Richard Gottlieb
  • Posted on August 19, 2022August 19, 2022

Walmart Canceling Orders Walmart is canceling billions of dollars in orders. It is an attempt…

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  • Disruption Report

Disruption Report #61: Change in Hong Kong Quarantine Rules – China Launches World’s Largest Container Ship – and Supply Chain Capacity Increased while Freight Costs Declined in July

  • by Richard Gottlieb
  • Posted on August 5, 2022August 10, 2022

Change in Hong Kong Quarantine Rules Sources in Hong Kong had been telling me that…

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  • Disruption Report

Disruption Report #60: Blame Baby Boomers for Shipping Delays, Euro and Dollar Reach Parity, Possible Railroad Strike On the Horizon

  • by Richard Gottlieb
  • Posted on July 15, 2022July 18, 2022

The Euro and Dollar Reach Parity Many Americans who have visited Europe know the pain…

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  • Disruption Report

Disruption Report #59 – Potential Railroad Strike, Dollar Tree Makes Big C-Suite Changes, and Manufacturing May Be Staying in Asia

  • by Richard Gottlieb
  • Posted on June 29, 2022June 30, 2022

Dollar Tree UNEXPECTEDLY Releases Five Senior Executives On December 13, 2021, I published an article…

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