Liz Young
@bylizyoung.bsky.social
WSJ reporter covering supply chain and logistics // Ohio State alum
The maker of Sally Hansen nail polishes and Marc Jacobs perfumes is resetting its supply chain to respond to fast-changing demand, via @wsj.com www.wsj.com/articles/cot...
Coty Is Speeding Up Its Supply Chain to Turn Around Sagging Sales
The maker of Sally Hansen nail polishes and Marc Jacobs perfumes is cutting its product development timeline to respond to fast-changing demand
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NEW: Target is shifting some online-order fulfillment to less-busy stores, among other methods to speed up delivery and improve the in-store experience, via @wsj.com www.wsj.com/articles/tar...
Exclusive | Target Tests New Models for Next-Day Delivery
The retailer is shifting some online-order fulfillment to less-busy stores, among other methods to speed up delivery and improve the in-store experience.
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NEW: GE Appliances awarded $150 million in contracts to American suppliers as it prepares to move manufacturing of some product lines to the U.S. from China, via @wsj.com www.wsj.com/articles/ge-...
GE Appliances Invests $150 Million in U.S. Suppliers in Reshoring Push
The appliance manufacturer says it plans to involve vendors earlier in the design process.
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Electric-truck maker Harbinger raised $160 million and received an order for 53 trucks from FedEx, via @wsj.com www.wsj.com/articles/ele...
Exclusive | Electric-Truck Maker Harbinger Raises $160 Million
The medium-duty truck manufacturer secured an order from FedEx as part of the logistics giant’s investment in its Series C round
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GXO says new U.S. tariffs are driving increased interest in warehouses with a once-obscure federal designation that allows companies to defer duties, via @wsj.com www.wsj.com/articles/gxo...
GXO Eyes Expansion as Tariffs Bolster Demand for Foreign Trade Zones
The logistics company’s CEO says more customers seek to defer duties by using the special warehouses.
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Drug distributor Cencora is investing $1 billion in its U.S. supply chain as demand soars for Ozempic and other medications that need special handling, via @wsj.com www.wsj.com/articles/dru...
Exclusive | Drug Distributor Cencora to Invest $1 Billion in U.S. Supply Chain
The company will open two new distribution centers and expand a third as demand surges for GLP-1s and other refrigerated medications.
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Macy’s has opened its biggest and most automated warehouse yet to help speed fulfillment, via @wsj.com www.wsj.com/articles/mac...
Macy’s Employs Warehouse Robots to Speed Up Deliveries
The retailer’s new $640 million warehouse is its biggest, most automated facility yet.
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Prologis, the world’s No. 1 owner of industrial real estate, says companies are ramping up their warehouse-leasing decisions after three years of slow demand, via @wsj.com www.wsj.com/articles/pro...
Prologis Raises Outlook as Warehouse Leasing Picks Up
The industrial real-estate owner’s revenue climbed 9% year-over-year in the third quarter.
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Kodiak, which makes software for self-driving commercial trucks, is set to begin trading on Nasdaq today after a SPAC merger, via @wsj.com www.wsj.com/articles/aut...
Exclusive | Autonomous Truck Startup Kodiak Set to Go Public After $2.5 Billion Deal
The maker of software for self-driving vehicles is one of several companies aiming to automate long-haul trucking.
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California-based Divergent Technologies is making its own 3-D printers to manufacture items from vehicle frames to missile parts, via @wsj.com www.wsj.com/articles/why...
Why a Defense Startup Built a U.S. Supply Chain for Its 3-D Printer
California-based Divergent Technologies recently raised $290 million at a $2.3 billion valuation.
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Ocean carriers say they don’t intend to pass on costs of levies that are being imposed on Chinese ships that call at U.S. ports, via @wsj.com www.wsj.com/articles/u-s...
U.S. Importers and Exporters Fret Over Port Fees on Chinese Ships
Worries come despite carriers’ saying they don’t plan to pass on the costs of levies set to take effect in October.
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Footwear companies are warning consumers to expect further price increases as they deplete the stockpiles of inventory they brought in ahead of the new U.S. tariffs, via @wsj.com www.wsj.com/articles/sho...
Shoe Companies Warn of Price Increases as Tariff Costs Kick In
Shoe Companies Warn of Price Increases as Tariff Costs Kick In
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Digital freight forwarder Flexport projects it will be profitable this year. The company’s founder, Ryan Petersen, says it doesn’t really count. via @wsj.com www.wsj.com/articles/fre...
Freight Startup Flexport Forecasts Profitability in 2025—With an Asterisk
CEO Ryan Petersen says the company is aiming for a profitable 2026.
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Logistics company ShipBob says more e-commerce brands want space in special warehouses that help ease the tariff burden as the de minimis exemption ends, via @wsj.com www.wsj.com/articles/u-s...
U.S. Foreign Trade Zones Draw New Demand as De Minimis Ends
Logistics company ShipBob says more e-commerce brands want space in special warehouses that help ease tariff burden.
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NEW: Supply-chain risk management company Overhaul raised $105 million in a Series C funding round as it seeks to capitalize on growing demand for freight tracking services, via @wsj.com www.wsj.com/articles/sup...
Exclusive | Supply-Chain Tech Firm Overhaul Raises $105 Million
The company, which helps shippers track shipments and fight cargo theft, plans more acquisitions.
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NEW: Tractor Supply is revving up its final-mile fulfillment operation as part of a push to grow digital and business-to-business sales, via @wsj.com www.wsj.com/articles/tra...
Tractor Supply Beefs Up Last-Mile Delivery to Grow Sales
Tractor Supply is revving up its final-mile fulfillment operation as part of a push to grow digital and business-to-business sales.
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Today I host the @wsj.com What’s News podcast to ask: How are logistics companies navigating the trade war turmoil? www.wsj.com/podcasts/wha...
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The merger between Union Pacific and Norfolk Southern joins 50,000 miles of railroad tracks that span from New Jersey to California, via @wsj.com www.wsj.com/business/log...
$85 Billion Deal Creates America’s First Coast-to-Coast Rail Operator
The merger of Union Pacific and Norfolk Southern would create a single, transcontinental railroad company for the first time in U.S. history.
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NEW: Investors are taking a more cautious approach to buying and selling warehouses amid rapidly shifting trade policy, an uncertain economic outlook and an abundance of available space, via @wsj.com www.wsj.com/articles/tra...
Trade Questions, Slow Leasing Hold Back Warehouse Dealmaking
A wave of new buildings, weak demand and economic uncertainty are weighing on sales of warehouses, experts say.
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Union Pacific and Norfolk Southern confirm they are in advanced discussions about a potential combination, which would create the largest rail operator in the country, via @wsj.com www.wsj.com/business/dea...
Union Pacific, Norfolk Southern in Advanced Discussions for Deal
A combination would create the largest rail operator in the country with a sprawling rail network that spans the continent.
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Walmart's new AI agents will include Marty, a supplier-facing super agent, via @wsj.com Marty is expected to launch in the coming months and will be able to check analytics on purchases and suggest and start advertising campaigns www.wsj.com/articles/why...
Exclusive | Why Walmart Is Overhauling Its Approach to AI Agents
Walmart built so many AI agents, things started to get confusing. Now the retail giant is looking to simplify.
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