Supply Chains
Published in

Supply Chains

Supply Chain 2022: What to Expect?

BGSA Supply Chain 2022, Featuring 300 CEOs and Leaders in Palm Beach at the Breakers
  • “The World Is Still Short of Everything. Get Used to It.” — New York Times
  • “Big business bosses are warning that supply chain issues and inflation are here to stay” — CNBC
  • “How a perfect storm of factors led to ‘the mother of all supply chain disruptions’” — Penn Today
  • “Economists see supply constraints, labor shortages as bigger risks to economy than Covid-19” — Wall Street Journal
  1. Capacity crunch and low-cost networks
  2. Volatility surge
  3. eCommerce
  4. Innovation
  1. Consolidators looked to buy up competitors. For instance, LaserShip bought OnTrac to build a denser regional network for next-day delivery.
  2. Ecommerce companies sought to move into logistics. Uber Freight acquired Transplace to combine transactional and contractual freight and data capabilities.
  3. Logistics companies pursued deals to expand in ecommerce. Maersk, fueled by a record profit of $17 billion, purchased Visible SCM to build a parcel logistics network.
  4. Infrastructure giants moved into services. The Port of Singapore Authority (PSA) bought BDP to create a global freight forwarding and logistics network. Meanwhile, DP World acquired Syncreon and Imperial Logistics.
  5. Retailers took control of their supply chain. In one of the most innovative moves of the year, American Eagle Outfitters bought Quiet Logistics and Airterra. Will other retailers follow suit?

Perspective at Cambridge Capital

  • Bringg: for the B2C supply chain, last-mile delivery comprises 41% of total costs. In last-mile logistics SaaS, we believe Bringg is emerging as the market leader. We have backed them since 2016, have watched them scale up from a startup to the incumbent, and are pleased to welcome Insight Partners and others in backing one of the latest unicorns in logistics.
  • ReverseLogix: as ecommerce increases, returns are shooting upward, since 30% of online purchases are returned. The reverse logistics market suffers from manual processes, a lack of visibility into returns data and metrics, and a poor customer experience. We believe ReverseLogix has built the first true end-to-end returns management system (RMS).
  • Parcel Perform: ecommerce growth is also driving demand for supply chain visibility. Founded by DHL alumni, Parcel Perform understands the market gap in visibility, and is giving consumer brands and marketplaces a powerful tracking solution. We are proud to back them, along with Softbank.
  • Everest: as freight markets continue to exhibit volatility, shippers need reliable and high-quality freight management companies. The Everest team has built a tech-enabled truck brokerage and logistics solution that is growing rapidly with blue-chip CPG companies.

--

--

Get the Medium app

A button that says 'Download on the App Store', and if clicked it will lead you to the iOS App store
A button that says 'Get it on, Google Play', and if clicked it will lead you to the Google Play store
Benjamin Gordon

Ben Gordon, CEO of Cambridge Capital and BGSA. Investor in logistics and supply chain technology. Published at Fortune and CNBC. http://bengordonpalmbeach.com/