Matthew Hertz

Passionate about e-commerce, supply chain, the markets, New York Yankees, and smoking (...brisket). You'll find a lot of chatter on those topics here.

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

Jul 12, 2026

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3 min read

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

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

Apr 11, 2026

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7 min read

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

Sent Items #219: Market Shifts, UPS Rebounds & The Sold Out Edition

Jan 18, 2026

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7 min read

Sent Items #219: Market Shifts, UPS Rebounds & The Sold Out Edition

Matthew Hertz

Matthew Hertz

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 #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 #219: Market Shifts, UPS Rebounds & The Sold Out Edition

Sent Items

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