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Great Quarter, Gals
Great Quarter, Gals episodes
- Consumer confidence soaring but goods demand flatlining
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.
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32 min - What early Prime Day data says about consumers, inventories and parcel carriers
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.
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31 min - Maritime mania driving unusual supply chain activities
Andrew is alongside Lead Economist Anthony Smith to dive into slowing retail sales, stumbling housing data, and producer price increases. The two are joined by FreightWaves Maritime Expert Henry Byers to understand what drove The Home Depot to charter its own ship, and also to discuss the current trends on the seas.
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32 min - Service sector tsunami crippling supply chains
Andrew is joined by Lead Economist Anthony Smith to discuss the roaring services economy and its impact to supply chains across the nation. And the two welcome Daniel Hackett, Partner at global maritime advisory Hackett Associates to talk imports, port congestion and maritime trends.
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31 min - Inflation up, sentiment down - is it worrisome yet?
Andrew is joined by Lead Economist Anthony Smith to discuss some mixed recent economic data, including inflationary pressures and waning consumer sentiment. The two are also joined by Bill Catania, Founder and CEO of final mile delivery orchestration platform OneRail to better understand how the declining economic data is showing up in the final mile.
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31 min - Are FedEx and UPS leaving B2B customers out to dry?
Andrew is joined by former co-host and executive publisher Kevin Hill to chat with Dick Meltzer, CEO of regional parcel carrier LSO to get a better understanding of what regional parcel demand looks like right now. The three discuss the recent peak surcharges implemented by UPS and FedEx and it means for the parcel market. But not before Andrew and Kevin debate Cybertruck vs F-150, Peloton supply chain investment, and Authentic Brands IPO.
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31 min - The retail foot traffic recovery story
Andrew Cox is joined by co-host Anthony Smith, Lead Economist at FreightWaves, to discuss the retail foot traffic recovery story with Placer.ai's Ethan Chernofsky. Ethan is the VP of Marketing at Placer, a retail analytics firm with the best foot traffic data around. Ethan joins the crew to discuss the trends he's seeing, which companies are standing out from the crowd, and what it all means for a post-pandemic retail environment.
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32 min - Is 2021 peak earnings for the brokers? (ft. JP Hampstead)
Director of Passport Research JP Hampstead joins Andrew to discuss Q1 freight brokerage financial results. But not before we discuss a rumor that Tesla is sold out for Q2 already, Simon Property Group, and TuSimple Q1 results.
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32 min - The One After Seth Left (ft. Zach Strickland)
Today on Great Quarter, Guys, Andrew Cox and guest host Zach Strickland discuss the looming battle between UPS and Amazon with Rick Watson, Founder and CEO of RMW Commerce Consulting.
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32 min - Seth's Last Hoorah: The shipping tsunami headed our way
On this very special and rather sad day, Andrew and Seth co-host Great Quarter, Guys for the final time together. The two discuss UPS earnings, Lowe's private label acquisition, the Crocs Comeback, and the potential shipping tsunami headed for a port near you.
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32 min
About Great Quarter, Gals
From the publisher's feed
Great Quarter, Gals 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.