Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to chat with Donna Kintop, SVP, Client Experience - North America at DDC FPO. Andrew and Anthony also discuss Amazon’s hiring plans, a slew of M&A activity, and freight market imbalances.Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

Great Quarter, Guys

Steaming-hot acquisition market; retailer preparation confidence; and another 150k Amazon hires

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to discuss what has led to supply chains being so upside down. The two also give their opinions on WalmartxNetflix, Thrasio SPAC, recent economic data, and Gopuff.Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

Walmart-Netflix tie-up; Thrasio SPAC on ice; and how supply chains got so snarled

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to discuss hard-hitting questions leading up to the holiday season, such as: Will high freight rates cause hyperinflation? And, will supply chain chaos and sky-high costs last until 2023?Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

It’s congestion, not sky-high rates pushing consumer prices up

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to sit down with Emerge CFO Brad Blomstrom. Emerge is a leading freight technology company that just raised a fresh $130 million Series B to continue expanding its freight procurement platform. We sit with Blomstrom to discuss what the last year of explosive growth has been like and what’s next for Emerge. Andrew and Anthony also talk holiday out-of-stocks.Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

What’s likely to be out-of-stock this Black Friday; and one-on-one with Emerge CFO Brad Blomstrom

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to chat with Nate Skiver, Founder of LPF Spend Management, a consultancy focused on leveling the playing field for e-commerce shippers. The three discuss the importance of UPS’ acquisition of Roadie, the upcoming peakiest of peaks for parcel, and the current state of e-commerce home delivery. Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

What does the Roadie acquisition mean for UPS?

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to sit down with Ransley Carpio, SVP & GM at PCA Group, a vertically integrated, tech-enabled, omnichannel global distribution platform for beauty and wellness brands. The three discuss unique challenges facing the beauty supply chain, what happens to brands that outgrow Amazon, and how PCA Group is helping the largest multinational beauty brands stay ahead in 2021. Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

Where do brands go when Amazon can’t keep up?

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to chat with Andrew Lockwood of Suddath Global Logistics, an integrated third-party logistics provider and moving company. Lockwood joins to discuss retail inventories, back-to-school shopping, and holiday preparations ahead of more anticipated congestion.Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

Retailers pulling forward their buying schedules

Sr. Retail Analyst Andrew Cox is alongside Lead Economist Anthony Smith again this week for an interview with another FreightWaves expert, Eric Kulisch. Eric covers global trade with a deep knowledge of air cargo. Eric joins to discuss the situation in Ningbo, how it's impacting both ocean and air capacity, and what Amazon Air’s new facility means for the company.  FreightWaves Air Cargo Extraordinaire Eric Kulisch is here to chat Ningbo, and its impact on ocean and air capacity, and what Amazon Air’s new facility means for the company.  Anthony and I will cover a swath of economic releases: Retail sales, industrial production, and some labor data.  If you’re watching live on FWTV or Linkedin, welcome! If you like what you hear, please subscribe to GQG wherever you listen to pods.Or subscribe to FreightCasts, for one tidy feed of all our work.Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

Super peak market conditions’ ahead of holiday season

Sr. Retail Analyst Andrew Cox and once again alongside Lead Economist Anthony Smith to continue discussing what is causing the divergence between trucking spot rates and carrier compliance. The two also detail what is driving ocean freight rates to the moon, and a swath of new partnerships and acquisitions.Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

The global ocean container boom that never was

Andrew Cox is alongside Lead Economist Anthony Smith to discuss Amazon’s record Q2 results that still weren’t quite enough to please Wall Street analysts. The two also talk through some transportation earnings, and discuss a host of economic data and freight news. Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

Amazon’s antitrust defense system is being fortified

Andrew Cox is alongside Lead Economist Anthony Smith to discuss the Bed Bath & Beyond and Ryder System supply chain partnership with Steve Sensing, President, Global Supply Chain Solutions at Ryder System. Andrew and Anthony also discuss peak parcel season, Tesla Semi delay, non-defense capital goods orders (ex-aircraft), and more.Learn more about Emergeget.emergemarket.com/GQGFollow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

The importance of a Bed Bath & Beyond deal for Ryder System

Sr. Retail Analyst Andrew Cox is alongside Lead Economist Anthony Smith for an episode with a long awaited guest: Amit Mehrotra, Deutsche Bank Managing Director, Transportation & Shipping. Amit recently made a call for his favorite stocks in his coverage, and has one of the most bullish outlooks on the street. Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

Our favorite analyst’s favorite transportation stocks

Andrew is joined first by former president and CEO of the American Apparel and Footwear Association Rick Helfenbein to detail the impact Bangladeshi lockdowns will have on the apparel industry. Then Lead Economist Anthony Smith joins the show to walk through the most recent consumer spending and sentiment data. Finally, FreightWaves Founder and CEO Craig Fuller joins to discuss the importance of Knight-Swift’s acquisition of LTL provider AAA Cooper.Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

Knight-Swift acquisition, consumer spending and Bangladesh lockdown

Andrew Cox is once again alongside FreightWaves Lead Economist Anthony Smith to discuss recent consumer confidence data and spending expectations. Parker Woodward, Marketing Director at route optimizer Route4Me, joins the show to discuss shipping delays and how the parcel industry is adapting to higher demand.Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

Consumer confidence soaring but goods demand flatlining

Andrew is alongside Lead Economist Anthony Smith for a double-header guest episode with appearances by Richard Greening, Global Technical Director at DDC FPO, and Glenn Koepke SVP, Customer Success at FourKites. Today’s focus is on Prime Day data thus far and what it tells us about consumers, inventories, and parcel carriers.Follow Great Quarter, Guys on Apple PodcastsFollow Great Quarter, Guys on SpotifyMore FreightWaves Podcasts

What early Prime Day data says about consumers, inventories and parcel carriers

Great Quarter, Guys covers the state of freight from a data driven research powered approach. FreightWaves FreightIntel Research Team dives deep into the numbers, surveys, and people who drive the decisions behind the nation's movement of goods and the surface transportation of freight. Kevin Hill, Andrew Cox and special guests break it all down for you on a weekly basis.

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