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Retail

2 briefings, newest first.

  1. The Inversion Flipped: Transpacific Rates Surge as Truckload Cools

    Ocean rates climb to $4,526 per box with Shanghai–New York up 9%, while truckload spot rates roll over and flatbed posts its steepest drop since 2008.

  2. Walmart's Strategic Diversification Accelerates

    Walmart widens its sourcing and operations bets, AI moves into day-to-day operations at global scale, and retailers rethink inventory under tariff pressure.