Ryan Petersen is the CEO of Flexport. Petersen joins Big Technology to discuss how the latest round of tariffs and trade-war maneuvers are rewiring supply chains worldwide. Tune in to hear him unpack everything from 145 % “Liberation Day” duties and $5 K containers to the death of the de minimis loophole and what it means for Amazon, Temu, and Shein. We also cover the Panama Canal drought, AI that robocalls 400 K truckers, warehouse-robot reality checks, and why customs fraud just became the DOJ’s No. 2 whi ...

Core Insights - White House trade advisor Peter Navarro criticized Apple CEO Tim Cook for not moving manufacturing out of China, labeling it as a "soap opera" that has been ongoing since the first Trump term [1][2] - Apple has historically relied on a supply chain in China but is taking steps to diversify amid trade tensions, with plans to ramp up production in India and Vietnam [3][4][8] - The company has committed to investing $500 billion in US projects over the next four years, although analysts suggest that manufacturing an iPhone in the US could lead to a price of $3,500, raising doubts about the feasibility of such a shift [4][9] Company Actions - Apple is increasing iPhone production in India, with expectations that most iPhones sold in the US will originate from India in the June quarter [4][8] - The company is also shifting production of iPads, Macs, Apple Watches, and AirPods to Vietnam for US sales [8] Trade and Tariff Context - The Trump administration has delayed tariffs, with new tariffs set to take effect on August 1, which could impact Apple's supply chain decisions [3] - Trump has threatened a 25% tariff on iPhones not made in the US, expressing concerns over Apple's investment in India rather than domestic manufacturing [9]

Core Insights - Mission Produce Inc. is addressing inflation and avocado oversupply through operational flexibility and strategic diversification [1][8] - The company is investing in long-term resilience by optimizing its distribution and focusing on high-growth categories like blueberries and mangoes [2] - AVO's margin outlook shows cautious optimism with sequential improvements in Q2, driven by better asset utilization and potential stabilization of input costs [3] Company Strategy - Mission Produce is leveraging a vertically integrated supply chain, particularly in Peru, Colombia, and Guatemala, to mitigate procurement risks and maintain fruit availability [1] - The company has closed underperforming facilities, especially in Canada, to enhance cost efficiency [2] - Technology initiatives like AvoIntel are being utilized to optimize pricing strategies and respond to market fluctuations [2] Competitive Landscape - Mission Produce faces competition from Calavo Growers, Inc. and Fresh Del Monte Produce Inc., both of which are implementing strategies to manage inflation and supply chain disruptions [4] - Calavo is streamlining operations and focusing on margin efficiency through its "Project Uno" transformation plan [5] - Fresh Del Monte is investing in agri-tech and optimizing its product mix to maintain steady margins despite pricing pressures [6] Financial Performance - AVO shares have increased by 23.5% over the last three months, outperforming the industry growth of 7.5% [7] - The company trades at a forward price-to-earnings ratio of 23.77X, above the industry average of 17.68X [9] - The Zacks Consensus Estimate indicates a year-over-year earnings decline of 20.3% for fiscal 2025 and 2026, with estimates remaining unchanged [10]

Equity Research Thematic Investing 3 July 2025 Thematic Investing Critical Raw Materials: Three strategies to strengthen supply chains Although China is the key player in CRM mining and refining, we see Europe and the US adopting initiatives to strengthen domestic CRM chains. We update our company landscape to highlight c.60 listed companies exposed to CRM substitution, exploration and/or recycling. Demand for critical minerals is being driven by more than the green transition. Powering AI (Global trade: Mi ...

RISHON LE ZION, Israel, July 07, 2025 (GLOBE NEWSWIRE) -- BOS Better Online Solutions Ltd. ("BOS" or the "Company") (NASDAQ: BOSC), a global integrator of supply chain technologies, today announced that it has secured orders totaling $425,000 from new customers in India. The orders are for wiring and cabling products that BOS began offering at the end of 2024. These products complement the electromechanical connectors that BOS currently supplies, enabling the Company to increase its revenues, particularly w ...

How tariffs are shifting global supply chains https://t.co/iHYTKlGnhR ...

Consumer discretionary is the worst sector of the year. Some of the biggest losers are retail names like Deckers, Lululemon, Ross Stores. Is the sector though prime for a rebound in the second half.Joining us now is Dana Telsey, Telsey Advisory Group CEO. Dana, good to see you. There's good to see you too.Thank you for having me. Yeah, it's good good to have you. Especially because there's such a mix of data.We were just talking about this labor report. Overall, great. the market's up, but underneath the su ...

Key Takeaways Posco plans a U.S. lithium pilot plant with Anson Resources to test its Direct Lithium Extraction technology. PKX targets reducing dependence on Chinese suppliers to comply with new U.S. import restrictions. PKX aims to commercialize its DLE technology across North America's untapped lithium brine resources.Posco Holdings (PKX) has announced plans to develop a trial lithium processing plant in the United States in collaboration with Australia's Anson Resources. This is in sync with the compa ...

President Donald Trump says he has reached a trade deal with Vietnam following weeks of intense diplomacy between the two countries. This comes ahead of the July 9 deadline that would have seen much higher tariffs imposed on Vietnam's exports to the US. Under the deal, a 20% tariff will be placed on Vietnamese exports to the US with a 40% levy on any goods deemed to be trans shipped, meaning goods with components from other countries that are then rooted through Vietnam.That measure is likely directed at Ch ...

Core Insights - Penske Automotive Group has acquired a Ferrari dealership in Modena, Italy, enhancing its luxury brand presence in the region to 29 automotive retail locations [1][2] - The new dealership is expected to generate annualized revenue of approximately $40 million [1] Company Overview - Penske Automotive Group, Inc. is a diversified international transportation services company with operations in eight countries and across four continents [2] - The company operates dealerships in various countries including the United States, United Kingdom, Canada, Germany, Italy, Japan, and Australia, and is a major retailer of commercial trucks in North America [2] - Penske Automotive employs over 28,700 people globally and holds a 28.9% stake in Penske Transportation Solutions, which manages a large fleet of over 428,000 trucks, tractors, and trailers [2]