Great Quarter, Gals

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to sit down with Adam Kahn, President, Commercial Fleet Team at Netradyne to discuss the benefits of driver coaching and the long-standing industry problem with turnover. Andrew and Anthony also discuss throwing away inventory, Yeezy lawsuit, and Amazon’s new omnichannel service offerings. Follow Great Quarter, Guys on Apple P...

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to chat with Donna Kintop, SVP, Client Experience - North America at DDC FPO. Andrew and Anthony also discuss Amazon’s hiring plans, a slew of M&A activity, and freight market imbalances. Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys on Spotify More FreightWaves Podcasts Learn more about your ad choic...

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to discuss what has led to supply chains being so upside down. The two also give their opinions on WalmartxNetflix, Thrasio SPAC, recent economic data, and Gopuff. Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys on Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/a...

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to discuss hard-hitting questions leading up to the holiday season, such as: Will high freight rates cause hyperinflation? And, will supply chain chaos and sky-high costs last until 2023? Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys on Spotify More FreightWaves Podcasts Learn more about your ad choic...

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to sit down with Emerge CFO Brad Blomstrom. Emerge is a leading freight technology company that just raised a fresh $130 million Series B to continue expanding its freight procurement platform. We sit with Blomstrom to discuss what the last year of explosive growth has been like and what’s next for Emerge. Andrew and Anthony a...

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to chat with Nate Skiver, Founder of LPF Spend Management, a consultancy focused on leveling the playing field for e-commerce shippers. The three discuss the importance of UPS’ acquisition of Roadie, the upcoming peakiest of peaks for parcel, and the current state of e-commerce home delivery.  Follow Great Quarter, Guys on App...

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to sit down with Ransley Carpio, SVP & GM at PCA Group, a vertically integrated, tech-enabled, omnichannel global distribution platform for beauty and wellness brands. The three discuss unique challenges facing the beauty supply chain, what happens to brands that outgrow Amazon, and how PCA Group is helping the largest multina...

Sr. Retail Analyst Andrew Cox is joined by Lead Economist Anthony Smith to chat with Andrew Lockwood of Suddath Global Logistics, an integrated third-party logistics provider and moving company. Lockwood joins to discuss retail inventories, back-to-school shopping, and holiday preparations ahead of more anticipated congestion. Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys...

Sr. Retail Analyst Andrew Cox is alongside Lead Economist Anthony Smith again this week for an interview with another FreightWaves expert, Eric Kulisch. Eric covers global trade with a deep knowledge of air cargo. Eric joins to discuss the situation in Ningbo, how it's impacting both ocean and air capacity, and what Amazon Air’s new facility means for the company.   FreightWaves Air Cargo Extraord...

Sr. Retail Analyst Andrew Cox and once again alongside Lead Economist Anthony Smith to continue discussing what is causing the divergence between trucking spot rates and carrier compliance. The two also detail what is driving ocean freight rates to the moon, and a swath of new partnerships and acquisitions. Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys on Spotify More Fre...

Andrew Cox is alongside Lead Economist Anthony Smith to discuss Amazon’s record Q2 results that still weren’t quite enough to please Wall Street analysts. The two also talk through some transportation earnings, and discuss a host of economic data and freight news.  Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys on Spotify More FreightWaves Podcasts Learn more about your ad...

Andrew Cox is alongside Lead Economist Anthony Smith to discuss the Bed Bath & Beyond and Ryder System supply chain partnership with Steve Sensing, President, Global Supply Chain Solutions at Ryder System. Andrew and Anthony also discuss peak parcel season, Tesla Semi delay, non-defense capital goods orders (ex-aircraft), and more. Learn more about Emerge get.emergemarket.com/GQG Follow Great Quar...

Sr. Retail Analyst Andrew Cox is alongside Lead Economist Anthony Smith for an episode with a long awaited guest: Amit Mehrotra, Deutsche Bank Managing Director, Transportation & Shipping. Amit recently made a call for his favorite stocks in his coverage, and has one of the most bullish outlooks on the street.  Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys on Spotify More...

Andrew is joined first by former president and CEO of the American Apparel and Footwear Association Rick Helfenbein to detail the impact Bangladeshi lockdowns will have on the apparel industry. Then Lead Economist Anthony Smith joins the show to walk through the most recent consumer spending and sentiment data. Finally, FreightWaves Founder and CEO Craig Fuller joins to discuss the importance of K...

Andrew Cox is once again alongside FreightWaves Lead Economist Anthony Smith to discuss recent consumer confidence data and spending expectations. Parker Woodward, Marketing Director at route optimizer Route4Me, joins the show to discuss shipping delays and how the parcel industry is adapting to higher demand. Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys on Spotify More...

Andrew is alongside Lead Economist Anthony Smith for a double-header guest episode with appearances by Richard Greening, Global Technical Director at DDC FPO, and Glenn Koepke SVP, Customer Success at FourKites. Today’s focus is on Prime Day data thus far and what it tells us about consumers, inventories, and parcel carriers. Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys...

Andrew is alongside Lead Economist Anthony Smith to dive into slowing retail sales, stumbling housing data, and producer price increases. The two are joined by FreightWaves Maritime Expert Henry Byers to understand what drove The Home Depot to charter its own ship, and also to discuss the current trends on the seas. Follow Great Quarter, Guys on Apple Podcasts Follow Great Quarter, Guys on Spotify...

Andrew is joined by Lead Economist Anthony Smith to discuss the roaring services economy and its impact to supply chains across the nation. And the two welcome Daniel Hackett, Partner at global maritime advisory Hackett Associates to talk imports, port congestion and maritime trends. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew is joined by Lead Economist Anthony Smith to discuss some mixed recent economic data, including inflationary pressures and waning consumer sentiment. The two are also joined by Bill Catania, Founder and CEO of final mile delivery orchestration platform OneRail to better understand how the declining economic data is showing up in the final mile. Apple Podcast Spotify More FreightWaves Podcas...

Andrew is joined by former co-host and executive publisher Kevin Hill to chat with Dick Meltzer, CEO of regional parcel carrier LSO to get a better understanding of what regional parcel demand looks like right now. The three discuss the recent peak surcharges implemented by UPS and FedEx and it means for the parcel market. But not before Andrew and Kevin debate Cybertruck vs F-150, Peloton supply...

Andrew Cox is joined by co-host Anthony Smith, Lead Economist at FreightWaves, to discuss the retail foot traffic recovery story with Placer.ai's Ethan Chernofsky. Ethan is the VP of Marketing at Placer, a retail analytics firm with the best foot traffic data around. Ethan joins the crew to discuss the trends he's seeing, which companies are standing out from the crowd, and what it all means for a...

Director of Passport Research JP Hampstead joins Andrew to discuss Q1 freight brokerage financial results. But not before we discuss a rumor that Tesla is sold out for Q2 already, Simon Property Group, and TuSimple Q1 results. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Today on Great Quarter, Guys, Andrew Cox and guest host Zach Strickland discuss the looming battle between UPS and Amazon with Rick Watson, Founder and CEO of RMW Commerce Consulting.  Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

On this very special and rather sad day, Andrew and Seth co-host Great Quarter, Guys for the final time together. The two discuss UPS earnings, Lowe's private label acquisition, the Crocs Comeback, and the potential shipping tsunami headed for a port near you. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices

Andrew Cox is joined by a special co-host for EP67, FreightWaves Lead Economist Anthony Smith. Andrew introduces a new Chart of the Week segment, the two debate the bidding war for Kansas City Southern, and the two discuss the most important economic data for trucking right now. Apple Podcast Spotify More FreightWaves Podcasts Learn more about your ad choices. Visit megaphone.fm/adchoices