Great Quarter, Gals

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.

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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. 

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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. 

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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.

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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.  

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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.

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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. 

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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 Emerge

get.emergemarket.com/GQG

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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. 

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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.

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