Weekly Market Insights

Localization Becomes the New Logistics Advantage The most important logistics development this week is not a single rate move or earnings beat. It is the growing evidence that customs policy, inventory location and network control are changing who can grow profitably. Shein’s Hong Kong prospectus quantified the damage from the post-de-minimis reset. PDD/Temu reported slower growth but still withheld the operating data needed to judge its localization strategy. At the same tim

Over the last few months, we regrouped to ask ourselves- how can we help both future clients understand what we do, while offering past and current clients market insights. And selfishly, how can we process the news that is even more efficient, internally at out firm. Like many of our customers, we are bombarded with emails, bombarded with apps, market data, push notifications, breaking news from a number of reputable publications. We get daily briefs, weekly briefs, and insi