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Sent Items #231: Amazon's USPS Deal, Unilever Buys Grüns & Jassy's $200B Bet

Matthew Hertz

Sent Items #230: Amazon's 3.5% Surcharge, FedEx Returns & The $130B Limbo

Apr 5, 2026

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7 min read

Sent Items #230: Amazon's 3.5% Surcharge, FedEx Returns & The $130B Limbo

Matthew Hertz

Sent Items #229: The USPS Cash Crisis, 2-Hour Delivery & The Cold Storage Thaw

Mar 29, 2026

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6 min read

Sent Items #229: The USPS Cash Crisis, 2-Hour Delivery & The Cold Storage Thaw

Matthew Hertz

Sent Items #228: Amazon Dethrones USPS, FedEx Takes the Crown & Our Retreat Recap

Mar 22, 2026

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8 min read

Sent Items #228: Amazon Dethrones USPS, FedEx Takes the Crown & Our Retreat Recap

Matthew Hertz

Sent Items #227: The $166B Unclaimed Bounty, UPS Pivots & Retreat Week!

Mar 15, 2026

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7 min read

Sent Items #227: The $166B Unclaimed Bounty, UPS Pivots & Retreat Week!

Matthew Hertz

Sent Items #226: Tariff Refund Chaos, K+N Earnings Drop & Miami Bound!

Mar 8, 2026

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8 min read

Sent Items #226: Tariff Refund Chaos, K+N Earnings Drop & Miami Bound!

Matthew Hertz

Sent Items #225: Block's 40% AI Cut, The $130B Tariff Scramble & We Turn Two!

Mar 1, 2026

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7 min read

Sent Items #225: Block's 40% AI Cut, The $130B Tariff Scramble & We Turn Two!

Matthew Hertz

Sent Items #224: The Supreme Court Strikes Down Tariffs, TikTok Blinks & FedEx/UPS Shrink

Feb 22, 2026

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8 min read

Sent Items #224: The Supreme Court Strikes Down Tariffs, TikTok Blinks & FedEx/UPS Shrink

Matthew Hertz

Sent Items #223: FedEx’s $9B Deal, Waymo's "Door Closers" & The AI Bill Comes Due

Feb 15, 2026

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6 min read

Sent Items #223: FedEx’s $9B Deal, Waymo's "Door Closers" & The AI Bill Comes Due

Matthew Hertz

Sent Items #222: SCOOP: Is XB Next?+ Rates Drop 7% & Viva Las Vegas

Feb 8, 2026

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6 min read

Sent Items #222: SCOOP: Is XB Next?+ Rates Drop 7% & Viva Las Vegas

Matthew Hertz

Sent Items #221: TikTok's Ultimatum, Amazon Kills Physical Retail & Rates Drop

Feb 1, 2026

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7 min read

Sent Items #221: TikTok's Ultimatum, Amazon Kills Physical Retail & Rates Drop

Matthew Hertz

Sent Items #220: SCOOP: Quiet Logistics Shuttering, Echo Buys ITS & The Mexico Boom

Jan 24, 2026

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7 min read

Sent Items #220: SCOOP: Quiet Logistics Shuttering, Echo Buys ITS & The Mexico Boom

Matthew Hertz

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Sent Items #231: Amazon's USPS Deal, Unilever Buys Grüns & Jassy's $200B Bet

Sent Items #230: Amazon's 3.5% Surcharge, FedEx Returns & The $130B Limbo

Sent Items #229: The USPS Cash Crisis, 2-Hour Delivery & The Cold Storage Thaw

Sent Items #228: Amazon Dethrones USPS, FedEx Takes the Crown & Our Retreat Recap

Sent Items #227: The $166B Unclaimed Bounty, UPS Pivots & Retreat Week!

Sent Items #226: Tariff Refund Chaos, K+N Earnings Drop & Miami Bound!

Sent Items #225: Block's 40% AI Cut, The $130B Tariff Scramble & We Turn Two!

Sent Items #224: The Supreme Court Strikes Down Tariffs, TikTok Blinks & FedEx/UPS Shrink

Sent Items #223: FedEx’s $9B Deal, Waymo's "Door Closers" & The AI Bill Comes Due

Sent Items #222: SCOOP: Is XB Next?+ Rates Drop 7% & Viva Las Vegas

Sent Items #221: TikTok's Ultimatum, Amazon Kills Physical Retail & Rates Drop

Sent Items #220: SCOOP: Quiet Logistics Shuttering, Echo Buys ITS & The Mexico Boom

Sent Items

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