Supply Chain Matters Blog
@supplychainmatters.bsky.social
Top rated blog in area of supply chain management business processes and supporting technology.
We complete our revisiting and self-assessment of our research arm's 2025 Predictions published at the beginning of this year. In our Part Two posting we revisit three additional predictions and how they manifested during this year.
theferrarigroup.com/revisiting-2...
theferrarigroup.com/revisiting-2...
theferrarigroup.com
November 19, 2025 at 1:24 PM
We complete our revisiting and self-assessment of our research arm's 2025 Predictions published at the beginning of this year. In our Part Two posting we revisit three additional predictions and how they manifested during this year.
theferrarigroup.com/revisiting-2...
theferrarigroup.com/revisiting-2...
a newly released survey by Economist Impact provides a number of key findings related to ambition and implementation gaps of Advanced AI aimed for supply chain management decision-making needs. We provide highlights and added perspectives.
theferrarigroup.com/survey-ident...
theferrarigroup.com/survey-ident...
theferrarigroup.com
November 18, 2025 at 2:54 PM
a newly released survey by Economist Impact provides a number of key findings related to ambition and implementation gaps of Advanced AI aimed for supply chain management decision-making needs. We provide highlights and added perspectives.
theferrarigroup.com/survey-ident...
theferrarigroup.com/survey-ident...
We share our latest editorial on the chronology, arguments, implications and likely takeaways from today's arguments before the US Supreme Court relative to appeal of prior court rulings that certain US tariffs actions were not lawful.
theferrarigroup.com/us-supreme-c...
theferrarigroup.com/us-supreme-c...
theferrarigroup.com
November 6, 2025 at 1:18 PM
We share our latest editorial on the chronology, arguments, implications and likely takeaways from today's arguments before the US Supreme Court relative to appeal of prior court rulings that certain US tariffs actions were not lawful.
theferrarigroup.com/us-supreme-c...
theferrarigroup.com/us-supreme-c...
Founder Bob Ferrari provides a primer relative to AI Assistants, Agents ad Agentic AI applied to supply chain processes, decision making and technology strategies. Further are widening realty gaps and recommendations for getting started.
theferrarigroup.com/ai-assistant...
theferrarigroup.com/ai-assistant...
theferrarigroup.com
October 27, 2025 at 5:14 PM
Founder Bob Ferrari provides a primer relative to AI Assistants, Agents ad Agentic AI applied to supply chain processes, decision making and technology strategies. Further are widening realty gaps and recommendations for getting started.
theferrarigroup.com/ai-assistant...
theferrarigroup.com/ai-assistant...
Playing out within US based automotive supply chains are disruptions related to a devastating fire that occurred at a sheet aluminum supplier, compounded by high global tariff levels and a potential supply disruption in select semiconductor devices.
theferrarigroup.com/fire-at-majo...
theferrarigroup.com/fire-at-majo...
theferrarigroup.com
October 24, 2025 at 12:56 PM
Playing out within US based automotive supply chains are disruptions related to a devastating fire that occurred at a sheet aluminum supplier, compounded by high global tariff levels and a potential supply disruption in select semiconductor devices.
theferrarigroup.com/fire-at-majo...
theferrarigroup.com/fire-at-majo...
Supply chain technology analyst Bob Ferrari highlights SAP SE's recent supply advanced AI enabled product announcements along with perspectives that SAP is attempting to fill the gaps but also widening the innovation gaps for legacy customers to overcome.
theferrarigroup.com/saps-announc...
theferrarigroup.com/saps-announc...
theferrarigroup.com
October 15, 2025 at 1:05 PM
Supply chain technology analyst Bob Ferrari highlights SAP SE's recent supply advanced AI enabled product announcements along with perspectives that SAP is attempting to fill the gaps but also widening the innovation gaps for legacy customers to overcome.
theferrarigroup.com/saps-announc...
theferrarigroup.com/saps-announc...
There are emerging warning signs that indicate that the ongoing excess costs and weekly uncertainty levels of U.S. tariffs could lead to some structural supply or product demand implications for certain industries. The question is timing and structural scope.
theferrarigroup.com/the-supply-c...
theferrarigroup.com/the-supply-c...
theferrarigroup.com
October 1, 2025 at 9:44 PM
There are emerging warning signs that indicate that the ongoing excess costs and weekly uncertainty levels of U.S. tariffs could lead to some structural supply or product demand implications for certain industries. The question is timing and structural scope.
theferrarigroup.com/the-supply-c...
theferrarigroup.com/the-supply-c...
Founder and Managing Editor Bob Ferrari was invited to provide some insights to the newly published book: Guide to Supply Chain Management, Second Edition, by author David Steven Jacoby. Bob's cited observations are in Chapter 14- Opportunities for the Future.
theferrarigroup.com/newly-publis...
theferrarigroup.com/newly-publis...
theferrarigroup.com
September 22, 2025 at 11:05 PM
Founder and Managing Editor Bob Ferrari was invited to provide some insights to the newly published book: Guide to Supply Chain Management, Second Edition, by author David Steven Jacoby. Bob's cited observations are in Chapter 14- Opportunities for the Future.
theferrarigroup.com/newly-publis...
theferrarigroup.com/newly-publis...
The dynamics surrounding US import tariffs and North America supply chain activities are about to include further mult-year dimensions as the start of comments on the USMCA trade agreement get underway in October
theferrarigroup.com/us-prepares-...
theferrarigroup.com/us-prepares-...
theferrarigroup.com
September 17, 2025 at 3:07 PM
The dynamics surrounding US import tariffs and North America supply chain activities are about to include further mult-year dimensions as the start of comments on the USMCA trade agreement get underway in October
theferrarigroup.com/us-prepares-...
theferrarigroup.com/us-prepares-...
This week we highlighted a report that US businesses and their supply chain management teams are increasingly being impacted by added red tape related to tariff conformance or tracking.
theferrarigroup.com/businesses-i...
theferrarigroup.com/businesses-i...
theferrarigroup.com
September 11, 2025 at 8:20 PM
This week we highlighted a report that US businesses and their supply chain management teams are increasingly being impacted by added red tape related to tariff conformance or tracking.
theferrarigroup.com/businesses-i...
theferrarigroup.com/businesses-i...
Online and retail supply chain planning and customer fulfilment teams are gearing up for the upcoming holiday fulfillment quarter. PwC's recently published Holiday Outlook 2025 provides noteworthy consumer sentiment data that warrants a review.
theferrarigroup.com/pwc-2025-hol...
theferrarigroup.com/pwc-2025-hol...
theferrarigroup.com
September 4, 2025 at 11:29 PM
Online and retail supply chain planning and customer fulfilment teams are gearing up for the upcoming holiday fulfillment quarter. PwC's recently published Holiday Outlook 2025 provides noteworthy consumer sentiment data that warrants a review.
theferrarigroup.com/pwc-2025-hol...
theferrarigroup.com/pwc-2025-hol...
Last week we provided highlights of Walmart's Q2-FY26 financial and operational performance. Executives indicated tariff costs are being managed on item by item basis. The open question is how long before this influential retailer passes along added tariff costs.
theferrarigroup.com/walmarts-q2-...
theferrarigroup.com/walmarts-q2-...
theferrarigroup.com
September 2, 2025 at 9:01 PM
Last week we provided highlights of Walmart's Q2-FY26 financial and operational performance. Executives indicated tariff costs are being managed on item by item basis. The open question is how long before this influential retailer passes along added tariff costs.
theferrarigroup.com/walmarts-q2-...
theferrarigroup.com/walmarts-q2-...
Bob Ferrari shared interview with Alliance Consumer Group on the selection and implementation of a new supply chain planning and customer fulfillment software capability. The discussion addressed typical challenges that teams encounter and ways to overcome them.
theferrarigroup.com/alliance-con...
theferrarigroup.com/alliance-con...
theferrarigroup.com
August 21, 2025 at 12:34 PM
Bob Ferrari shared interview with Alliance Consumer Group on the selection and implementation of a new supply chain planning and customer fulfillment software capability. The discussion addressed typical challenges that teams encounter and ways to overcome them.
theferrarigroup.com/alliance-con...
theferrarigroup.com/alliance-con...
With increased focus being place on either more US sourced production or augmented nearshoring strategies, Managing Editor Bob Ferrari had the opportunity to speak with a well experienced nearshoring customer fulfillment provider regarding a longer lens strategy
theferrarigroup.com/interview-hi...
theferrarigroup.com/interview-hi...
theferrarigroup.com
August 17, 2025 at 3:33 PM
With increased focus being place on either more US sourced production or augmented nearshoring strategies, Managing Editor Bob Ferrari had the opportunity to speak with a well experienced nearshoring customer fulfillment provider regarding a longer lens strategy
theferrarigroup.com/interview-hi...
theferrarigroup.com/interview-hi...
In a special edition of our This Week in Supply Chain Tech column, we highlight PitchBook's recent review of Q2 deal volumes. After a multi-year boom, signs of an eight year decline.
theferrarigroup.com/this-week-in...
theferrarigroup.com/this-week-in...
theferrarigroup.com
August 14, 2025 at 10:49 PM
In a special edition of our This Week in Supply Chain Tech column, we highlight PitchBook's recent review of Q2 deal volumes. After a multi-year boom, signs of an eight year decline.
theferrarigroup.com/this-week-in...
theferrarigroup.com/this-week-in...
We highlight first half aircraft delivery performance for Airbus and Boeing. Aircraft engine suppliers remain the weak link. For Airbus, 60 gliders sitting without engines at the end of June. For Boeing, progress made in production process performance .
theferrarigroup.com/supply-chain...
theferrarigroup.com/supply-chain...
theferrarigroup.com
August 10, 2025 at 9:28 PM
We highlight first half aircraft delivery performance for Airbus and Boeing. Aircraft engine suppliers remain the weak link. For Airbus, 60 gliders sitting without engines at the end of June. For Boeing, progress made in production process performance .
theferrarigroup.com/supply-chain...
theferrarigroup.com/supply-chain...
We provide insights related to published global wide production and purchasing activity known as PMI index. July's numbers reinforce prior front-loading of inventory during the US tariffs pause has now subsided. More concerning are declining optimism levels.
theferrarigroup.com/global-wide-...
theferrarigroup.com/global-wide-...
theferrarigroup.com
August 6, 2025 at 11:57 PM
We provide insights related to published global wide production and purchasing activity known as PMI index. July's numbers reinforce prior front-loading of inventory during the US tariffs pause has now subsided. More concerning are declining optimism levels.
theferrarigroup.com/global-wide-...
theferrarigroup.com/global-wide-...
in our latest commentary, Founder Bob Ferrari focuses on yet another declaration and pause in U.S. tariff developments. Bob addresses the question as to where and how industry supply chains can best manage planning and execution in the coming months.
theferrarigroup.com/us-tariffs-y...
theferrarigroup.com/us-tariffs-y...
theferrarigroup.com
August 5, 2025 at 11:41 PM
in our latest commentary, Founder Bob Ferrari focuses on yet another declaration and pause in U.S. tariff developments. Bob addresses the question as to where and how industry supply chains can best manage planning and execution in the coming months.
theferrarigroup.com/us-tariffs-y...
theferrarigroup.com/us-tariffs-y...
Last week we highlighted for readers the initial likely degree of financial cost impacts on select global auto companies based on their most recent quarterly financial reporting.
theferrarigroup.com/initial-indi...
theferrarigroup.com/initial-indi...
theferrarigroup.com
July 29, 2025 at 4:52 PM
Last week we highlighted for readers the initial likely degree of financial cost impacts on select global auto companies based on their most recent quarterly financial reporting.
theferrarigroup.com/initial-indi...
theferrarigroup.com/initial-indi...
We highlight for readers a recent published paper by the Boston Consulting Group that we believe is essential reading for multi-industry business and supply chain leaders. It depicts what are the new supply chain challenges.
theferrarigroup.com/boston-consu...
theferrarigroup.com/boston-consu...
theferrarigroup.com
July 22, 2025 at 12:16 PM
We highlight for readers a recent published paper by the Boston Consulting Group that we believe is essential reading for multi-industry business and supply chain leaders. It depicts what are the new supply chain challenges.
theferrarigroup.com/boston-consu...
theferrarigroup.com/boston-consu...
Editor Bob Ferrari provides highlights and added perspectives on the inventory data within the US Logistics Managers Index (LMI) for June. There is meaningful evidence of tariff pause inventory preloading now within upstream US logistics and warehousing channels.
theferrarigroup.com/june-2025-lo...
theferrarigroup.com/june-2025-lo...
theferrarigroup.com
July 16, 2025 at 7:01 PM
Editor Bob Ferrari provides highlights and added perspectives on the inventory data within the US Logistics Managers Index (LMI) for June. There is meaningful evidence of tariff pause inventory preloading now within upstream US logistics and warehousing channels.
theferrarigroup.com/june-2025-lo...
theferrarigroup.com/june-2025-lo...
This week we highlight the recent Grant Thornton Q2-2025 CFO survey that was taken during early May.
One of the eye catching findings- pessimism among finance leaders relative to the state of the US economy spiked to 48 percent, the highest in 14 quarters.
theferrarigroup.com/cfo-views-to...
One of the eye catching findings- pessimism among finance leaders relative to the state of the US economy spiked to 48 percent, the highest in 14 quarters.
theferrarigroup.com/cfo-views-to...
theferrarigroup.com
July 16, 2025 at 2:53 PM
This week we highlight the recent Grant Thornton Q2-2025 CFO survey that was taken during early May.
One of the eye catching findings- pessimism among finance leaders relative to the state of the US economy spiked to 48 percent, the highest in 14 quarters.
theferrarigroup.com/cfo-views-to...
One of the eye catching findings- pessimism among finance leaders relative to the state of the US economy spiked to 48 percent, the highest in 14 quarters.
theferrarigroup.com/cfo-views-to...
Executive Editor Bob Ferrari provides highlights and insights from reported June and Q2-2025 PMI reporting. The mid-point of 2025 reflects global supply chain activity levels at a slight rise because of US tariffs pause and imply many unknowns in months to come.
theferrarigroup.com/global-wide-...
theferrarigroup.com/global-wide-...
Global Wide Manufacturing Levels Expand in June 2025 |
Supply Chain Matters provides readers with our summary highlights, perspectives and insights related to published June 2025 PMI indices.
theferrarigroup.com
July 8, 2025 at 11:32 AM
Executive Editor Bob Ferrari provides highlights and insights from reported June and Q2-2025 PMI reporting. The mid-point of 2025 reflects global supply chain activity levels at a slight rise because of US tariffs pause and imply many unknowns in months to come.
theferrarigroup.com/global-wide-...
theferrarigroup.com/global-wide-...
Bob Ferrari, Founder and Managing Editor of Supply Chain Matters has announced that supply chain planning and synchronization solutions provider Kinaxis will again serve as a Sustained Sponsor of our independent supply chain thought leadership platform.
theferrarigroup.com/kinaxis-a-co...
theferrarigroup.com/kinaxis-a-co...
Kinaxis – A Continuing Sponsor of Supply Chain Matters |
Supply Chain Matters announces that supply chain planning and synchronization provider Kinaxis® will again serve as continued Sustained Sponsor of this platform
theferrarigroup.com
June 20, 2025 at 12:29 PM
Bob Ferrari, Founder and Managing Editor of Supply Chain Matters has announced that supply chain planning and synchronization solutions provider Kinaxis will again serve as a Sustained Sponsor of our independent supply chain thought leadership platform.
theferrarigroup.com/kinaxis-a-co...
theferrarigroup.com/kinaxis-a-co...
We penned observations and added perspectives related to the Annual State of #Logistics research report sponsored by CSCMP and Penske Logistics. Of most interest is a figure depicting how ongoing events will shift patterns of global trade over the coming years.
theferrarigroup.com/the-state-of...
theferrarigroup.com/the-state-of...
The State of U.S. Logistics is One of High Uncertainty |
The Supply Chain Matters blog provides observations and additional information perspectives related to the 2025 State of Logistics report.
theferrarigroup.com
June 18, 2025 at 7:53 PM
We penned observations and added perspectives related to the Annual State of #Logistics research report sponsored by CSCMP and Penske Logistics. Of most interest is a figure depicting how ongoing events will shift patterns of global trade over the coming years.
theferrarigroup.com/the-state-of...
theferrarigroup.com/the-state-of...