Monthly Air Cargo Tracker | August Shows Pockets of Growth | But LF, Pricing Both Still Very Weak
August air cargo data from a range of carriers and cargo gateways around the Pacific Rim show uneven demand, but still-low utilization and weak...
300 Views
Two Big Changes to SHEIN's Business Model in Response to the End of US "De Minimis" Exemption
In recent weeks direct-to-consumer eComm platform SHEIN announced two dramatic changes to its business model. We believe the changes are in...
225 Views
SHEIN / Temu / AliExpress: After US Ended "De Minimis" Exemption, Shipments to US Declined 81%
The end of the US "de minimis" loophole has already decimated inbound parcel volume. It will also alter the business models used by SHEIN & Temu,...
12.2k Views
Monthly Air Cargo Tracker | May-July Data Shows Soft Demand, Ample Capacity, Lower Yields
A look at July yields, load factors, and tonnage growth in July suggests an Asian air cargo market that has plenty of supply to meet moderating...
260 Views
Alibaba's Logistics Arm CaiNiao Relegated To "Others" Status | Implications for Chinese Express?
As part of its June quarter earnings release last week, Alibaba effectively "demoted" logistics arm CaiNiao by pushing it into a new "Others"...
406 Views