Supply Chain Research

Our Q3 2020 Outlook series starts today with a review of the four stages of COVID-19: supply chain disruptions; demand destruction; phased reopenings and; long-term planning. FedEx saw better package volumes but worse freight due to COVID-19. Also: JBS, Marfrig face China’s widening COVID-19 farm good restrictions; La-Z-Boy’s strength sapped by COVID-19 while active in supply chain shift; export sentiment improving, but still not out of COVID-19 woods; no set deadline probably means no big deal, this year, for U.K.-U.S. deal; DP-DHL takes a pause as India-China border issues weigh on tra...