What U.S. supply chain data shows about the holiday season retail winners and losers: CNBC survey

The flow of inventories moving out of warehouses into stores or directly to consumers because of e-commerce is a forward-looking indicator of retail category performance as well as a barometer on the state of transports and consumer spending. In the latest CNBC supply chain survey, 63% of respondents said they were moving more holiday related freight this year compared to last year. This is a key indicator for transport stocks because revenues are made or lost on volumes.Respondents said freight volumes hav ...