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Sent Items #243: Amazon’s Parcel Push, The Jones Act Lifted & Stamp Prices

Matthew Hertz

Sent Items #242: CMA CGM’s $1.4B FedEx Buy, Peak Season Panic & Passport Closes

Jul 5, 2026

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3 min read

Sent Items #242: CMA CGM’s $1.4B FedEx Buy, Peak Season Panic & Passport Closes

Matthew Hertz

Sent Items #241: Agility’s $2.5B Robot SPAC, FedEx Refunds & USPS Measurement Changes

Jun 28, 2026

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2 min read

Sent Items #241: Agility’s $2.5B Robot SPAC, FedEx Refunds & USPS Measurement Changes

Matthew Hertz

Sent Items #240: Shopify's Agentic Takeover, The $4B Rail Moat & Permanent Disruption

Jun 21, 2026

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4 min read

Sent Items #240: Shopify's Agentic Takeover, The $4B Rail Moat & Permanent Disruption

Matthew Hertz

Sent Items #239: EU De Minimis Ends, GLP-1 Returns & Spot Rates Go Parabolic

Jun 14, 2026

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4 min read

Sent Items #239: EU De Minimis Ends, GLP-1 Returns & Spot Rates Go Parabolic

Matthew Hertz

Sent Items #238: Global-e Buys Passport, Agentic Commerce & Stord's $250M Series F

May 31, 2026

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4 min read

Sent Items #238: Global-e Buys Passport, Agentic Commerce & Stord's $250M Series F

Matthew Hertz

Sent Items #237: Walmart's Q1 Flex, Shein Buys Everlane & UniUni's Regulatory Heat

May 24, 2026

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3 min read

Sent Items #237: Walmart's Q1 Flex, Shein Buys Everlane & UniUni's Regulatory Heat

Matthew Hertz

Sent Items #236: UniUni’s $1B SPAC, Amazon's 30-Minute Push & SubSummit Recap

May 17, 2026

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4 min read

Sent Items #236: UniUni’s $1B SPAC, Amazon's 30-Minute Push & SubSummit Recap

Matthew Hertz

Sent Items #235: Amazon's Logistics Flex, Target's New Hubs & The Same-Day Boom

May 10, 2026

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3 min read

Sent Items #235: Amazon's Logistics Flex, Target's New Hubs & The Same-Day Boom

Matthew Hertz

Sent Items #234: GameStop's eBay Play, The UPS Makeover & 3PLs vs. Owned Warehouses

May 3, 2026

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4 min read

Sent Items #234: GameStop's eBay Play, The UPS Makeover & 3PLs vs. Owned Warehouses

Matthew Hertz

Sent Items #233: The $300B Tariff Dodge, Walmart's Backroom 3PL & UPS Returns

Apr 26, 2026

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4 min read

Sent Items #233: The $300B Tariff Dodge, Walmart's Backroom 3PL & UPS Returns

Matthew Hertz

Sent Items #232: Fuel Surcharges Spike, UPS Drops the Scanner & The Packing Fails

Apr 19, 2026

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3 min read

Sent Items #232: Fuel Surcharges Spike, UPS Drops the Scanner & The Packing Fails

Matthew Hertz

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Sent Items #243: Amazon’s Parcel Push, The Jones Act Lifted & Stamp Prices

Sent Items #242: CMA CGM’s $1.4B FedEx Buy, Peak Season Panic & Passport Closes

Sent Items #241: Agility’s $2.5B Robot SPAC, FedEx Refunds & USPS Measurement Changes

Sent Items #240: Shopify's Agentic Takeover, The $4B Rail Moat & Permanent Disruption

Sent Items #239: EU De Minimis Ends, GLP-1 Returns & Spot Rates Go Parabolic

Sent Items #238: Global-e Buys Passport, Agentic Commerce & Stord's $250M Series F

Sent Items #237: Walmart's Q1 Flex, Shein Buys Everlane & UniUni's Regulatory Heat

Sent Items #236: UniUni’s $1B SPAC, Amazon's 30-Minute Push & SubSummit Recap

Sent Items #235: Amazon's Logistics Flex, Target's New Hubs & The Same-Day Boom

Sent Items #234: GameStop's eBay Play, The UPS Makeover & 3PLs vs. Owned Warehouses

Sent Items #233: The $300B Tariff Dodge, Walmart's Backroom 3PL & UPS Returns

Sent Items #232: Fuel Surcharges Spike, UPS Drops the Scanner & The Packing Fails

Sent Items

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