Pricy Boxes There are rumblings in the cardboard industry, and they’re sending signals about the economy. Cardboard prices are a bellwether for the packaging industry, and in turn consumer demand — and prices are on the rise. It’s the first time cardboard prices have risen since the Federal Reserve’s latest cycle of interest rate hikes…Read more
A New Opportunity This year saw the rise of powerful new weight loss drugs such as Novo Nordisk’s (NVO) Ozempic and Wegovy. But food companies are seeing an opportunity. These new drugs work by suppressing appetites, which has left many investors bearish on food suppliers as more Americans begin taking these drugs. However, savvy food…Read more
Great Expectations Waiting for a package for three to five business days can feel excruciatingly long, especially as two-day delivery has become the norm with certain retailers. We’ve been conditioned to expect shipments sooner, and expect lightning-fast deliveries, leading America’s retailers to overhaul their shipping processes to meet these expectations. Shipping War Amazon (AMZN), Walmart…Read more
