Beyond The Box Episode 6: 'Tis the Season for Planning

Maersk
20 Nov 202316:54

Summary

TLDR在这一集的《Beyond the Box》节目中,主持人Elen Hoffman和Christopher Minard探讨了供应链和旺季问题,包括黑色星期五、感恩节和圣诞节的趋势、挑战和惊喜。Kmart的国际供应链负责人Dpeg Manon详细讲述了他们如何通过数字工具优化库存规划和流动,以应对旺季的需求。此外,还探讨了供应链合作伙伴关系的重要性以及现代数字工具在提升预测和规划方面的作用。最后,节目总结了在当前复杂的供应链环境中,灵活性和良好伙伴关系的重要性。

Takeaways

  • 🎄 许多与圣诞树相关的产品对于销售额至关重要,如果没有圣诞树,这些产品的销售也会受损。
  • 📦 高峰季节对于供应链来说是一个巨大的挑战,涉及黑色星期五、排灯节、感恩节和圣诞节等。
  • 🏬 Kmart 的国际供应链负责人 Dpeg Manon 提到,不仅圣诞树本身重要,消费者还会购买其他相关商品。
  • 🗓️ 供应链计划已经从八月到十一月的关键月份,变得更加复杂,尤其是近年来。
  • 🛠️ Kmart 通过数字工具提高了库存规划和流量优化的精度,达到了 95% 的准确率。
  • 🌐 高峰季节的购物习惯也在变化,80% 的消费者会在线购物,25% 的消费者全部在线购物。
  • 💡 高峰季节的成功需要良好的供应链伙伴关系和数字化工具,以确保供应链的可见性和可预测性。
  • 🚢 供应链管理不仅涉及到公司的竞争,而是供应链之间的竞争,良好的合作关系至关重要。
  • 🌍 全球化和现代供应链能力使得应对季节性需求变得更容易,例如蓝莓一年四季都能供应。
  • 🎁 高峰季节不再像过去那样集中时间段,灵活和稳健的供应链在任何季节都能为企业提供优势。

Q & A

  • 什么是这期节目主要讨论的话题?

    -这期节目主要讨论供应链和旺季,包括黑色星期五、排灯节、感恩节、圣诞节等节日的供应链趋势、挑战和意外情况。

  • 为什么圣诞树对零售商来说如此重要?

    -圣诞树不仅是一个单一产品,它还带动了相关产品的销售。如果顾客不购买圣诞树,零售商就会失去整个节日产品包的销售。

  • 谁是dpeg Manon,他在节目中谈了什么?

    -dpeg Manon是澳大利亚Kmart的国际供应链负责人,他谈到了为旺季做准备的挑战,包括产品流量的高峰和低谷、仓库和运输空间的管理等。

  • 为什么旺季对像Kmart这样的企业非常重要?

    -旺季是企业年度利润的关键时期,有些企业在这个时期可以获得高达70%的年度利润。

  • 近年来供应链和旺季发生了哪些变化?

    -近年来,供应链变得更加复杂且不可预测。新冠疫情和通货膨胀等因素导致供应链中断,消费者行为和需求模式也发生了变化。

  • Martin Christopher的供应链管理理念是什么?

    -Martin Christopher认为,不是公司之间在竞争,而是供应链之间在竞争。成功的关键在于与供应链伙伴建立良好的关系和合作。

  • Joanna Hines提到的现代数字工具对供应链有什么作用?

    -Joanna Hines提到,现代数字工具和数据分析帮助企业更好地预测和管理库存需求,增强供应链的可见性和可预测性,从而应对不断变化的市场环境。

  • 旺季供应链规划的两个关键步骤是什么?

    -第一,确保与良好的供应链伙伴合作;第二,利用现代数字工具进行数据分析和预测。

  • 疫情对供应链规划产生了哪些具体影响?

    -疫情导致生产和需求模式的突变,零售商无法像过去那样进行国际规划,必须适应更短的预测周期和快速变化的市场需求。

  • 为什么供应链的灵活性和合作关系比以往任何时候都更重要?

    -由于供应链环境的复杂性和不确定性增加,灵活性和良好的合作关系有助于企业快速应对各种突发情况,确保供应链的连续性和稳定性。

Outlines

00:00

🎄 圣诞树与节日供应链的复杂性

在这一段中,主持人Elen Hoffman和Christopher Minard讨论了节日季节(如黑色星期五、感恩节和圣诞节)对供应链的重要性。澳大利亚Kmart国际供应链负责人Dpack Manon分享了关于节日期间商品流动和库存管理的挑战及其解决方案,包括数字工具的使用来优化库存和空间规划。

05:01

🍋 高峰季节与供应链挑战

这一段介绍了高峰季节中水果和蔬菜供应链的独特挑战。Citron X首席运营官Mark Schulz解释了冬季香蕉需求旺盛的原因,并讨论了供应和需求如何在不同季节影响产品的可用性。此外,还提到了消费者在高峰季节在线购物的比例显著增加,以及如何应对不可预测的需求波动。

10:02

🔗 供应链伙伴关系与管理

Martin Christopher教授强调了供应链管理中建立良好伙伴关系的重要性,指出公司间的竞争实际上是供应链之间的竞争。通过合作和信息共享,企业能够更好地应对高峰季节和各种中断。此外,Mark Schulz还讨论了如何与生产商和物流供应商建立互惠互利的关系,以确保在需求高峰期获得稳定的供应。

15:04

🔍 数字化工具与供应链未来

Joanna Hines探讨了数字化工具在现代供应链中的重要性,强调了数据分析和预测工具在应对不确定性方面的作用。通过使用先进的数字工具,企业能够提高库存预测的准确性,并更好地管理供应链的复杂性。总结了现代供应链需要灵活和强大的数字化支持,以应对不断变化的消费者需求和市场条件。

Mindmap

Keywords

💡供应链

供应链是指从产品制造到最终消费者手中的整个过程。视频中探讨了在旺季期间,供应链的管理和规划是如何影响销售和利润的。通过数字化工具和有效的库存管理,零售商能够更好地预测和应对需求变化。

💡旺季

旺季是指一年中销售活动最为繁忙的时期,如黑色星期五、圣诞节和感恩节。视频中提到,旺季对于许多企业来说至关重要,因为他们在这一时期能获得大部分年度利润。

💡库存管理

库存管理是指如何有效地存储和分配产品,以确保在需求高峰期能够及时供应。Kmart通过数字化工具提高了库存管理的准确性和效率,使得产品在高需求时期能够顺利到达市场。

💡数字化工具

数字化工具是指利用现代技术如数据分析和预测模型来优化供应链和库存管理。视频中提到,Kmart和其他零售商使用这些工具来提高供应链的可见性和预测精度。

💡需求变化

需求变化指消费者在不同时间段对产品需求的波动。视频中提到,由于全球化和消费者行为的变化,需求变得越来越难以预测,这对供应链管理提出了更高的要求。

💡合作伙伴关系

合作伙伴关系指企业与供应商之间建立的长期合作关系。视频中强调,良好的合作伙伴关系可以帮助企业在旺季期间获得所需的库存和资源,从而提高竞争力。

💡高峰规划

高峰规划是指企业在旺季来临之前进行的详细计划,以确保能够满足高峰期的需求。Kmart和其他公司通过提前准备和数字化工具来实现这一目标。

💡全球化

全球化是指商品和服务在全球范围内的生产和流通。视频中提到,全球化使得供应链更加复杂,但也提供了更大的市场和更多的资源来应对旺季需求。

💡消费行为

消费行为是指消费者在购买产品时的习惯和偏好。视频中提到,现代消费者期望能够立即获得所需产品,这种行为变化对供应链的灵活性提出了更高的要求。

💡可见性

可见性指企业对供应链各个环节的透明度和实时了解。通过数字化工具,企业能够更好地监控库存和运输,从而提高供应链的效率和响应速度。

Highlights

销售整个包裹相关的产品如果没有销售圣诞树,我们会失去整个包裹的销售。

圣诞节期间,Kmart销售额可能占年度利润的70%。

Kmart采用了数字工具进行库存和流量优化规划,准确率达到95%。

现代数字工具在高峰季节的规划和管理中至关重要。

互联网对高峰季节购物行为的影响显著,80%的消费者在线购物。

疫情期间,供应链和需求模式的变化导致零售商需重新规划高峰季节。

供应链的成功关键在于与供应商建立强有力的合作伙伴关系。

供应链合作伙伴关系的质量决定了企业的竞争优势。

利用数字工具和数据分析来改进库存和需求预测。

全球化和全年供应能力减弱了季节性差异。

灵活的供应链有助于应对季节性波动和市场需求变化。

供应链管理需要前瞻性领导力和信息共享。

企业需要为高峰季节做好准备,包括在资源、仓储和运输方面的规划。

与物流服务提供商建立良好合作关系有助于应对高峰季节的挑战。

数字化工具和现代技术在提升供应链效率和应对不确定性方面发挥重要作用。

Transcripts

play00:01

[Music]

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there are so many Associated product

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that goes into the Christmas tree so if

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they don't get that Christmas tree we

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lose the sales of the entire

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package this is beyond the Box

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integrated Logistics From the Inside

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[Music]

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Out hello and welcome to beyond the box

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I'm elen Hoffman and I'm Christopher

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Minard so in this episode we're talking

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about Supply chains and peak season the

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Glorious time of year that includes

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Black Friday devali Thanksgiving

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Christmas and so on we're going to

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unpack Trends challenges surprises yes

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and at the start of this episode you

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heard the voice of dpeg Manon he's the

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head of international supply chain at

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Kmart a retailer in Australia which I

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must admit I have never set foot in but

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you have right I sure have Australia is

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my adopted Homeland and Kmart is huge

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there you can think about it as a a

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massive discount department store or 320

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plus massive discount department stores

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I think it's fair to say that most

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Aussies will pop into Kmart at least

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once during the festive season and if

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you were in Australia you probably would

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too I mean what are shopping habits like

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at this time of year well I I have to

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admit I tend to forget about gifts until

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the 23rd of December and that's when I

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decide that everyone in my family would

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benefit from a new set of windshield

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wiper blades very practical not so easy

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to Reg well I'm almost sure you could

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find your wiper blades and Kmart for

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cheap as well as a pumpkin costume for

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your dog the indispensable gold look

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platter for your sweet treats the end of

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your gift for your kids teachers all the

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quote unquote Essentials that does sound

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essential no surprise then that peak

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season is super important for Kmart and

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as dpack Manon said it's not only the

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Christmas tree but it's all the other

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stuff that we as consumers also put into

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the basket yeah and it's not just kmar

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some businesses make up to 70% of their

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annual profits at this time and it used

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to be that August to November were the

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key months for supply chain planning

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that was when businesses got their

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shelves stocked for the holiday season

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but as with everything to do with

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Logistics and supply chains these days

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it's uh complicated and this year and

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the last few years have not looked like

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the others right and decman and he can

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set the scene for us in terms of the

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challenges around preparing for peak

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season challenge is always to manage the

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Peaks and valleys in the product food so

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we must produce more upfront in most of

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the cases and buffer it at the different

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nodes of the supply chain and then

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trickle it slowly towards the

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destination to avoid any congestions at

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the destination so that means a

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challenge basically comes down to space

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for buffering at the warehouse or

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getting the space in the ships uh or

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resources at the origin to process these

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volume to manufacture these products at

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the manufacturing lengths so it's it's

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about uh shortterm and longterm planning

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of both inventory and the flow of uh

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products throughout the supply chain so

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what we have made significant process

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within Kmart uh is to bring up digital

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tools that will help us in this

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inventory planning and flow optimization

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so in the last 14 uh months we have made

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significant progress uh in these tools

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so we are trying to come up with the

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tools that can spit out plans with up to

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about 95% accuracy now that definitely

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improves our space planning with the

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within the warehouse and also uh we have

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a tool that looks into the Container

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forecasting which tells us precisely two

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months out how much of space that we

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need exactly in each ship now all this

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helps us to pack and utilize our

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warehouse accurately resource planning

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in the warehouse resource planning and

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space planning within the ships so that

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we can stack the ship flow the products

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and then at the end it all leads into

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high availability at the

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[Music]

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store so preparing for peak season is

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really a balancing act that takes a lot

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of careful planning and modern digital

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tools I can imagine that's important as

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ever because as I mentioned Supply

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chains these days are super complex and

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there are a bunch of moving parts to

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factor in plus as consumers our buying

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behaviors and expectations have changed

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a lot yeah these days anyone that has

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the means expects to be able to get what

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they want pretty much as soon as they

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want it and that can be the latest

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sneakers Smartwatch but at this time of

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year food is also really important you

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can't have Christmas in Australia

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without lemons for the seafood in the

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United States they need those peans for

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Thanksgiving Mar Schulz he can tell us

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more about that he is the Chief

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Operating Officer for Citron X which is

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a fruit and vegetable grower and

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importer based in Poland I spoke to Mark

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Schulz at the fruit attraction fair in

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Madrid recently big season is always at

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the time when there is not someone other

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fruits available so why the bananas are

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so good product in the winter time

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because we have so much other choices so

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when the people go to the supermarket

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they go for a shopping of course they

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will find some Mandarin some oranges but

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apart of this there is not so much other

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products that they can choose and then

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if the same customer is going to the

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same Supermarket but in June July or

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August there is a full range of the

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other products they can choose and then

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they have to see that and then they will

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notice that the bananas are are not

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number one

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anymore wow that's a real 10,000 spoons

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when all you need is a knife situation

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or 10,000 bananas when all you need is a

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mango absolutely and nice one with the

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alen Moret reference but I think that

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this is a really interesting point how

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peak season in some cases isn't created

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by a demand but by Supply or lack of

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Supply right and the internet adds a

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whole other dimension to that do you

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want to have a guess as to what

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percentage of consumers do their peak

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season shopping online H I think that's

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that's hard because for something like

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Black Friday I imagine it's it's very

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high whereas for Christmas somewhat

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lower so I would say around 65% yeah

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it's it's a pretty good guess but 80% of

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consumers do some of their peak season

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shopping online and then 25% so one in

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four people they do all their shopping

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online so that's one curveball right

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because you could be buying anything at

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any time it's not just what you see on

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shelves once the decorations are up and

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there are a bunch of other factors

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making peak season and the the supply

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chains powering peak season look really

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different now more than ever businesses

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need to be ready for anything and when

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you dive through different forecasts

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about peak season the conclusion is

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essentially it's very volatile and we

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don't know what is going to happen if

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you'll allow me another musical

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reference one that you might find a

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little bit cliche but the times they are

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are changing n Pop Dylan nice one thanks

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and for more on how they are changing

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here's Joanna Hines who is the head of

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retail at MK if we look back at the

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covid side and on the supply side right

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planning went out of the window because

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suddenly we couldn't um really get the

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goods anymore because nobody was allowed

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to produce on the demand side same thing

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suddenly nobody could go into a shop

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anymore but now more recently we've seen

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all these disruptions as well as um the

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inflation and the price increases which

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has kind of kept people away from stores

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so the consumers are not following the

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patterns we're usually used to so if I

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look at the most recent Peak from an

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international standpoint where we are it

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has been a lot smaller and it has been a

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lot earlier than what we would usually

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see because people had either a lot of

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inventory still in their warehouses

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which they needed to sell off especially

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in Commodities like durable goods um

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Furniture Home Improvement this type of

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stuff and or they were ordering very

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cautiously but a little bit earlier to

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just not be caught in the middle of not

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having anything on the shelves but not

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having too much on the shelves because

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planning is based on your experiences of

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the past right very few retailers are

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able to do their International planning

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on the immediate demand impulses from a

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shop that has all gone out of the window

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so now we're every everybody's figuring

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out how to do

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this so Jo Hines is actually touching on

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a lot of themes we covered in episode

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one of the podcast there have been

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massive changes in Supply chains these

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past few years and a lot more

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uncertainty which of course you can

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offset to an extent to bring it back to

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Peak Seasons I think this is summed up

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really nicely by that Logistics

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management survey you finded yeah of the

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supply chain stakeholders surveyed 35%

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said peak seasons are now more active

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35% said less active and 30% said things

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will stay the same oneir oneir one

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I think that's the definition of Anway B

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and I think this is a really good time

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to hear from Martin Christopher he's

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Emeritus professor of marketing and

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Logistics at Cranfield School of

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Management in the UK and no one knows

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Supply chains like Martin Christopher he

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has an impressive 40 years experience up

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his sleeve I have heard him referred to

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as the Godfather of logistics I love

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that yeah and he's famous for pioneering

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this idea that it's not companies that

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compete it's Supply chains so if we take

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you know Ford and General Motors um

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they'll often have um the same suppliers

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supplying both of them for many of their

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products so it's not as if the supply

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chain is unique but what is unique is

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the quality of the relationships that

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Ford have with their suppliers and that

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General Motors have with their suppliers

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and it's how we manage those

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relationships that gives us that edge so

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this I think is is what it's really

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about it's about how we build

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Partnerships and how we ensure that

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we've actually got mut beneficial

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Arrangements um and it doesn't happen by

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itself it requires you know really

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proactive leadership a whole change of

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mindsets you don't want to keep your

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partners at arms length anymore we're

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going to bring them in basically and it

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also means the willingness to share

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information we're all singing to the

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same song sheet and this I think is what

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really makes it possible to cope with B

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it seasonality be it disruptions or

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whatever because we're much more closely

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connected uh and better able to work

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across those boundaries so I think

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that's basically the the the fundamental

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thing it's about how we manage those

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relationships Partnerships matter so the

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big question for businesses is how

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exactly do you build a great partnership

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because they do need to be great and

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this is something I also spoke to mark

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schul from Citron about that is very

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interesting question because when you

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talk to the producers they are in

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trouble every summer time but then if

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you help them and if you don't uh stop

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loading or you just decrease as less as

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possible they will really appreciate and

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they will give you the bananas at the

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time when you really want them so for

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example we are treating The Producers uh

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very very well also in the summer time

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because we have plenty of customers that

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we can do some promos Etc then they they

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really appreciate that and they give me

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back that volume for example they give

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me the hand in the winter time when I

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really need to have it yeah so normally

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they they they have so many customers

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happy to buy their bananas in the winter

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so they should they can say sorry but we

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don't have anything available but then I

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said guys but we are in the good time

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and in the bad time I help you in the

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summer so help in the winter so that's

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more or less kind of partnership that we

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have also with the producers same like

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we have with the logistic providers so a

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business with a good partner can get

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warehousing space when they need it

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quickly they can find an alternative

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route in the event of A disruption and

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so on and so forth so step one for a

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smooth Peak planning season ensure

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you're working with good supply chain

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partners and step two potentially not a

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surprise to anyone who has listened to

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previous episodes is related to

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digitalization those modern digital

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tools that you mentioned earlier on

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Joanna Hines from Merk also had some

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insights on this let's hear what she had

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to say what we have available now in

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terms of digital tools and the data we

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are collecting is a lot more than we had

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still a few years ago so I think anybody

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who has invested heavily in analytics

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and maybe also even in generative eii

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and projections make use of it right

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because the more unpredictable currently

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some of the environment elements are the

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shorter the Cycles we need to use to

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actually do the forecasting and I know

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from many retailers that they're

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investing in those type of digital tools

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to make sure they have more data

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elements available which are also at

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shorter Cycles to actually determine how

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much stock they should be ordering for

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what type of items from where so that

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they can actually better predict what is

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needed and in what place back to the

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digital tools like dpack Minon from

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Kmart mentioned in the beginning exactly

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the key to visibility predictability all

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the good stuff especially in this day

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and age where Peak seasons are all over

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the place in other words when we talk

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about supply chain planning we need a

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bit of a reframe as Martin Christopher

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summarizes the seasonal differences they

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are evening out we we create havoc in in

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Supply chains through through promotions

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and things like that but they're

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self-inflicted whereas other well I

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suppose you could say Christmas is

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self-inflicted but but it's predictable

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we we we know it's coming and like BR

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Friday we know it's it's coming it it

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may well disrupts our um Supply chains

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to an extent that the spikes create

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significant pressures on capacity of

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course they do um but in other sectors

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too I mean as as you know we're just

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talking about fruit and vegetable where

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clearly again there there are seasons

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there are growing Seasons but there are

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also seasons in terms of customer demand

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although what we're tending to see there

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again I think is partly through

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globalization is um things have become a

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bit less seasonal in in a sense that

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there is a year round Supply

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capability a great example would be uh

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blueberries which um until about 15

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years ago I don't think anybody in

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Britain had eaten a blueberry I may be

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wrong but and now everybody eats them

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every day all year round and you look on

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the pack where have they come from well

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they've come from everywhere so I think

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what we're really saying here is that

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one of the things that's enabled us to

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cope with seasonality is actually having

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um a much more well again it's the the

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word is hou um supply chain capability

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we we can do things now which we weren't

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able to do

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before

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[Music]

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so every day is Christmas that's what

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I'm hearing right in that case my

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friends and family they can look forward

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to new wiper blades every day that is

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too sad a note to leave on in instead

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could you summarize what we've learned

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today well first and foremost that Peak

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Seasons look a bit different these days

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it is in part a time where we as

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consumers create a big demand for lemons

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decorations wiper blades sure but it's

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not time box like it used to be so a

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robust and flexible supply chain matters

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more than ever right and good

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Partnerships and Agility can give a

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business The Edge as the Godfather of

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logistics Martin Christopher said it's

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not companies that compete it's Supply

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chains and finally don't underestimate

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the power of digital tools and in short

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get your supply chain ready for anything

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and that will serve a business for any

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season thanks for listening to this

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episode of Beyond The Box a special

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thanks to the team behind the scenes

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including this episode's producer gur

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Cecilia Ross we'll be back with a new

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episode very soon in the meantime please

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rate subscribe and share the podcast

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wherever you listen until next

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[Music]

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time

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