Behind the Headlines: Yogurt Fads, Tariff Myths & Amazon's "New" Speed
Description
In this episode of Behind the Headlines, David and Charles dive into the latest supply chain news to separate the hype from the reality. Is the sudden surge in warehouse demand really about investor confidence in tariff policies, or just a market correction? We also explore why Danone can't keep up with the high-protein yogurt craze and why the food industry’s supply chain is more like fast fashion than you’d think. Plus, we discuss Amazon’s 2025 delivery speed goals—and why auto parts distributors were doing it decades ago—before wrapping up with a debate on what customers actually want: speed or reliability?
Tune in for a candid look at the mechanics moving the global economy.
Timestamps
00:00 – Intro 00:54 – Warehouse Demand Surge: Tariff Impact or Market Correction?04:22 – Danone’s Supply Chain Struggles: The High-Protein Boom08:22 – Amazon’s 2025 Speed Record vs. The Reality of Distribution13:53 – The Debate: Do Shoppers Want Speed or Reliability?
United States
