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2 2,594 4 minutes read Image: Peloton This is an excerpt from Monday’s (2/8) Point of Sale retail supply chain newsletter sponsored by ArcBest. Peloton (NASDAQ: PTON) reported stellar earnings last week, growing sales 128% sequentially to surpass more than $1 billion for the first time. Peloton turned a profit for the third consecutive quarter, reporting net income of $63.6 million, compared with a loss of $55.4 million a year ago. Why then did the stock sell off ~8%? Because Peloton’s supply chain is broken, its customers are pissed, and it thinks $100 million will remedy th...

The FreightWaves SONAR to analyze the market and estimate the negotiating power for rates between shippers and carriers. Outbound tenders have declined materially since Thanksgiving. Trucking capacity has become easier to secure, yet spot rates inched higher over the past week. We believe retailer replenishment strategy could be slowing the freight demand. All being said, we still believe the market can take one last leg up into the new year.  The Pricing Power Index is based on the following indicators: Load volumes: Absolute levels positive for carriers, momentum neutral The Outbound Tend...

Handle this? i do think you're right. it's a possibility he also rises to this bait and says i'll go in there. there's something about pride going before the fall. >> i will note in playing into that, and i think sara touched on this in her reporting, having spent a lot of the campaign reading hundreds, if not thousands, of pages of depositions from the then-candidate, he's got a lot of experience at this. he was pretty careful. there wasn't a lot when i read through those depositions where it looked like he was getting himself into big trouble. i think that might actually play a role of him s...