Liz Young

Coty Is Speeding Up Its Supply Chain to Turn Around Sagging Sales The maker of Sally Hansen nail polishes and Marc Jacobs perfumes is cutting its product development timeline to respond to fast-changing demand

The maker of Sally Hansen nail polishes and Marc Jacobs perfumes is resetting its supply chain to respond to fast-changing demand, via @wsj.com

www.wsj.com/articles/cot...

Exclusive | Target Tests New Models for Next-Day Delivery The retailer is shifting some online-order fulfillment to less-busy stores, among other methods to speed up delivery and improve the in-store experience.

NEW: Target is shifting some online-order fulfillment to less-busy stores, among other methods to speed up delivery and improve the in-store experience, via @wsj.com

www.wsj.com/articles/tar...

GE Appliances Invests $150 Million in U.S. Suppliers in Reshoring Push The appliance manufacturer says it plans to involve vendors earlier in the design process.

NEW: GE Appliances awarded $150 million in contracts to American suppliers as it prepares to move manufacturing of some product lines to the U.S. from China, via @wsj.com

www.wsj.com/articles/ge-...

Exclusive | Electric-Truck Maker Harbinger Raises $160 Million The medium-duty truck manufacturer secured an order from FedEx as part of the logistics giant’s investment in its Series C round

Electric-truck maker Harbinger raised $160 million and received an order for 53 trucks from FedEx, via @wsj.com

www.wsj.com/articles/ele...

GXO Eyes Expansion as Tariffs Bolster Demand for Foreign Trade Zones The logistics company’s CEO says more customers seek to defer duties by using the special warehouses.

GXO says new U.S. tariffs are driving increased interest in warehouses with a once-obscure federal designation that allows companies to defer duties, via @wsj.com

www.wsj.com/articles/gxo...

Exclusive | Drug Distributor Cencora to Invest $1 Billion in U.S. Supply Chain The company will open two new distribution centers and expand a third as demand surges for GLP-1s and other refrigerated medications.

Drug distributor Cencora is investing $1 billion in its U.S. supply chain as demand soars for Ozempic and other medications that need special handling, via @wsj.com

www.wsj.com/articles/dru...

Macy’s Employs Warehouse Robots to Speed Up Deliveries The retailer’s new $640 million warehouse is its biggest, most automated facility yet.

Macy’s has opened its biggest and most automated warehouse yet to help speed fulfillment, via @wsj.com

www.wsj.com/articles/mac...

Prologis Raises Outlook as Warehouse Leasing Picks Up The industrial real-estate owner’s revenue climbed 9% year-over-year in the third quarter.

Prologis, the world’s No. 1 owner of industrial real estate, says companies are ramping up their warehouse-leasing decisions after three years of slow demand, via @wsj.com

www.wsj.com/articles/pro...

Exclusive | Autonomous Truck Startup Kodiak Set to Go Public After $2.5 Billion Deal The maker of software for self-driving vehicles is one of several companies aiming to automate long-haul trucking.

Kodiak, which makes software for self-driving commercial trucks, is set to begin trading on Nasdaq today after a SPAC merger, via @wsj.com

www.wsj.com/articles/aut...

Why a Defense Startup Built a U.S. Supply Chain for Its 3-D Printer California-based Divergent Technologies recently raised $290 million at a $2.3 billion valuation.

California-based Divergent Technologies is making its own 3-D printers to manufacture items from vehicle frames to missile parts, via @wsj.com

www.wsj.com/articles/why...

U.S. Importers and Exporters Fret Over Port Fees on Chinese Ships Worries come despite carriers’ saying they don’t plan to pass on the costs of levies set to take effect in October.

Ocean carriers say they don’t intend to pass on costs of levies that are being imposed on Chinese ships that call at U.S. ports, via @wsj.com

www.wsj.com/articles/u-s...

Shoe Companies Warn of Price Increases as Tariff Costs Kick In Shoe Companies Warn of Price Increases as Tariff Costs Kick In

Footwear companies are warning consumers to expect further price increases as they deplete the stockpiles of inventory they brought in ahead of the new U.S. tariffs, via @wsj.com

www.wsj.com/articles/sho...

Freight Startup Flexport Forecasts Profitability in 2025—With an Asterisk CEO Ryan Petersen says the company is aiming for a profitable 2026.

Digital freight forwarder Flexport projects it will be profitable this year. The company’s founder, Ryan Petersen, says it doesn’t really count. via @wsj.com

www.wsj.com/articles/fre...

U.S. Foreign Trade Zones Draw New Demand as De Minimis Ends Logistics company ShipBob says more e-commerce brands want space in special warehouses that help ease tariff burden.

Logistics company ShipBob says more e-commerce brands want space in special warehouses that help ease the tariff burden as the de minimis exemption ends, via @wsj.com

www.wsj.com/articles/u-s...

Exclusive | Supply-Chain Tech Firm Overhaul Raises $105 Million The company, which helps shippers track shipments and fight cargo theft, plans more acquisitions.

NEW: Supply-chain risk management company Overhaul raised $105 million in a Series C funding round as it seeks to capitalize on growing demand for freight tracking services, via @wsj.com

www.wsj.com/articles/sup...

Tractor Supply Beefs Up Last-Mile Delivery to Grow Sales Tractor Supply is revving up its final-mile fulfillment operation as part of a push to grow digital and business-to-business sales.

NEW: Tractor Supply is revving up its final-mile fulfillment operation as part of a push to grow digital and business-to-business sales, via @wsj.com

www.wsj.com/articles/tra...

Today I host the @wsj.com What’s News podcast to ask: How are logistics companies navigating the trade war turmoil?

www.wsj.com/podcasts/wha...

$85 Billion Deal Creates America’s First Coast-to-Coast Rail Operator The merger of Union Pacific and Norfolk Southern would create a single, transcontinental railroad company for the first time in U.S. history.

The merger between Union Pacific and Norfolk Southern joins 50,000 miles of railroad tracks that span from New Jersey to California, via @wsj.com

www.wsj.com/business/log...

Trade Questions, Slow Leasing Hold Back Warehouse Dealmaking A wave of new buildings, weak demand and economic uncertainty are weighing on sales of warehouses, experts say.

NEW: Investors are taking a more cautious approach to buying and selling warehouses amid rapidly shifting trade policy, an uncertain economic outlook and an abundance of available space, via @wsj.com

www.wsj.com/articles/tra...

Union Pacific, Norfolk Southern in Advanced Discussions for Deal A combination would create the largest rail operator in the country with a sprawling rail network that spans the continent.

Union Pacific and Norfolk Southern confirm they are in advanced discussions about a potential combination, which would create the largest rail operator in the country, via @wsj.com

www.wsj.com/business/dea...

Exclusive | Why Walmart Is Overhauling Its Approach to AI Agents Walmart built so many AI agents, things started to get confusing. Now the retail giant is looking to simplify.

Walmart's new AI agents will include Marty, a supplier-facing super agent, via @wsj.com

Marty is expected to launch in the coming months and will be able to check analytics on purchases and suggest and start advertising campaigns

www.wsj.com/articles/why...