TBW ADVISORS LLC

Tag: logistics

  • Whisper Report: How can we manage tariff costs in our supply chain?

    Whisper Report: How can we manage tariff costs in our supply chain?

    Published to clients: February 27, 2025                 ID: 2057

    Published to Readers: February 28, 2025

    Published to Email Whispers: March 1, 2025

    Video Edition: March 2, 2025

    Analyst(s): Dr. Doreen Galli

    Photojournalist(s): Dr. Doreen Galli

    Abstract:

    To manage tariff costs in the supply chain, a two-pronged approach is recommended: cleaning up data for better decision-making and optimizing cost parameters. Digital transformation is crucial for navigating tariff challenges. Additionally, avoiding hidden costs, moving on-shore, reducing cycle costs, and leveraging free trade zones can help. Utilizing tools to understand total landed costs and diversifying suppliers and logistics providers are also key strategies.

    What is the dominant advice?

    We took the most frequently asked and most urgent questions straight to the logistics and supply chain experts in the industry. This Whisper Report addresses the question regarding how to manage tariff costs in one’s supply chain. For any professional* even tangentially involved in anything to do with fulfillment, supply chain, and logistics, it is easy to become panicked at the talk of tariffs. Beyond supply chain and logistics professionals, operations and financial executives are impacted by what is going on as are the technologists and data experts that are required to thrive in such environments. As 4flow’s Adam Poch shared, “You have to have a nimble and agile supply chain to navigate that”. Or as FreightFacts’ Lance Healy put it, “our job is to react, anticipate if we can, but apply technology. “ This suggests a two-pronged approach. Clean up your data so you can optimize costs.

    Cleaning up your Data

    Vizion’s Ben Tracy suggests and offers, “transparent and easy to access data to empower intelligent supply chain decisions. “  Yes, digital transformation is required to successfully navigate this challenge. If you have not done so there is no more time to wait. Many solutions expect the data has been collected for a technology team to clean and provide intelligence over. But logistics data is not transactional data nor does it have a history of being clean and collected like financial data. In fact, logistics and supply chain has some of the messiest data with many suggesting over 30% dirty and useless.  Research regarding a large variety of vendors involved in cleaning and digitizing logistics and supply chain can be found in Conference Whispers: Manifest 2025 and Conference Whispers: Smart Retail Tech Expo 2024. This is a significant area of expertise offered to our clients through inquiry privileges.

    Optimize and Managing Costs Parameters

    For those somewhere on the digital transformation maturity scale, the problem regarding managing tariffs costs now boils down to continuing to find ways to transform and manage supply costs. As summary of the 6 actions to manage tariff costs can be found in Figure 1.

    Avoid Hidden Costs

    Sensos’s CEO shared a story about how they onboarded a customer who was blindsided with hidden costs when products went through Africa without their knowledge. Per TrafficTech’s Hilary Ambro, “work with a customs broker with is vested in and understands your trade lanes as you are moving products so you can minimize those costs.”

    Move on-shore

    An obvious way to reduce costs associated with tariffs is to move on-shore. Hoptek’s Sean Maharai suggests, “working towards on shore, raw materials and ability to manufacture (and assemble) on shore”. Or as Mark Richards at AWI Logistics put it, “People are redesigning their supply chains. Instead of distribution in Canada or Mexico servicing the US, they are bringing the distribution back to the US.”

    Reduce part of cycle costs

    Any and every place one can reduce costs is valuable in such uncertain times. An exciting solution that can impact your cost per pallet offering next day delivery at ground shipping costs is Aeros. Aeros is a EVTOL (electric, vertical take of and landing) vehicle that appear like a blimp and hovers over urban areas with the goods to deliver, drones and related charging stations with line of sight to deliver and drone operators to operate. Rye Akervik shared that their company, Shipsi is an aggregator of last mile and middle mile networks. Shipsi’s solution is to, “rate shop those networks, find the best partner, the best SLA and manage that customer experience. “ Verity’s Taylor Wilson recommends, “utilizing free trade zones to delay the Tariffs and related payments to improve your cashflow.” Finally, if you are traveling between Canada and USA, there is a new solution coming online Fall of 2025. As Manny Paiva of the Gordie Howe International Bridge shared, “You have a Highway to Highway route connection that will allow transport trucks to get their goods across the border within ~11 seconds!”

    Reduce total landed costs                                                                                                                  

    If an organization has reached digitization maturity, they can leverage top tools to understand their total landed costs. As Yikun Shao of Alibaba.com shared, they offer solutions with “tools to provide transparency to all of costs related to cross border movement of goods so they can make more informed decisions.”  But Alibaba.com doesn’t stop there. They also provide tools to directly enable “you diversity of suppliers as well as logistic providers so you have options available. “At the end of the day, managing costs associated with Tariffs is a subset of managing the total landed costs of any goods.

    *When vendors’ names or quotes are shared as examples in this document, it is to provide a concrete example of what was on display at the conference or what we heard doing our research, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document.  

    Related playlists

    1. Whisper Report: How can we manage tariff costs in our supply chain?
    2. Conference Whispers: Manifest 2024

    ©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.

  • Conference Whispers: Manifest 2025

    Conference Whispers: Manifest 2025

    Published to clients: February 19, 2025                                               ID: 2056        

    Published to readers: February 20, 2025              

    Published to Email Whispers: May 28, 2025

    Publicly Published with video edition: May 29, 2025

    Analyst: Dr. Doreen Galli

    Photojournalist: Dr. Doreen Galli

    ABSTRACT

    Manifest 2025 allowed over 6,000 attendees to see more than 1,500+ shippers +1200+ startups and investors + 300 Speakers with over 50 countries represented. Key highlights included a case study on supplier globalization, a new AI tool for supply chain communication, and comprehensive logistics solutions. A new international bridge, opening in Fall 2025, promises to streamline trade between the USA and Canada. Innovations in urban deliveries, last-mile solutions, and digital verification were also presented. Advances in data and inventory management were demonstrated, along with AI-driven solutions aimed at optimizing logistics. The event emphasized the industry’s move towards digitization and automation.

    The Conference

    • Manifest 2025 allowed over 6,000 attendees to see more than 1,500+ shippers, 1200+ startups and investors, and 300 Speakers with over 50 countries represented.

    Cautions

    If you were speaking on stage, the terms and conditions of the conference meant that no one, even members of the press, were able to capture even a minute of any session. It is hoped next year the conference will adopt more standard T&C. In the meantime, we did capture some session summaries from speakers.

    Conference Vibe

    After more than 60 videos, endless shorts forthcoming, and research for 4 different research documents including this one, our coverage of Manifest 2025 closes. Manifest 2025 allowed over 6,000 attendees to see more than 1,500+ shippers, 1200+ startups and investors, and 300 Speakers with over 50 countries represented.  The Expo Hall* was full of suppliers across the supply chain and logistics. The event featured a full breakfast as well as a Waffle Station. One could also purchase their breakfast or coffee at the Venetian Bistro. If you were still hungry, it wasn’t long before the extensive lunch was also available. Admittedly, the dedicated pasta station was also a huge hit with the attendees. However, of all the conference food available at the Venetian, it is their desserts that are always the biggest of hit – yes they taste as good as they look! If logistics and supply chain are in your interest area, enjoy and save the entire Manifest playlist so you will be notified when related shorts are posted as well. If you are not a client, it is even more critical you like your favorite videos, so we understand what technology you are most interested in seeing us capture.

    The event opened on Monday with a lot of energy and select sessions. The registration lines moved quickly. Unfortunately, we were not able to record any sessions due to the terms and conditions of the conference. Many sponsors seemed quite upset and are hoping this is fixed for future years. We were able to conduct research for three forthcoming Whisper Reports for our clients. The playlists are unlisted but available and will eventually fill in with the video version of the report so you may wish to bookmark these playlists.

    1. Whisper Report: How can we manage tariff costs in our supply chain?
    2. Whisper Report: What are the biggest challenges of using generative AI in logistics?
    3. Whisper Report: Can generative AI prevent supply chain disruptions?

    Moving Products

    One persistent truth at any conference on supply chain and logistics, there is a knowledge set shared strictly about getting things from point A to point B. While the T&C of the conference meant no one could capture the sessions, we were able to get an exclusive overview of the Super Shipper Case Study by Alibaba straight from the executive at Alibaba.com. Titled, “Shipper Case Study, Globalization of Suppliers” announced several solutions for finding sources. The selections are customizable, extensive, b2b, and are meant to enable optimized scale for even the most sophisticated, and dynamic shipping environments of 2025. A new AI support communication tool, AXCIO, was announced that enables a conversational interface for your supply chain and logistics needs. Alibaba.com marketplace has also received significant update for its fulfilment capabilities particularly for cross border fulfilment. Capabilities include direct access to the logistics marketplace with the ability to get real-time live quotes.

    With explicit and extensive hubs in Reno, Dallas, and Atlanta, ITS shared their end-to-end logistics capabilities and solutions. If you happen to be a freight carriers and your questions is how best to move freight from A to B  – Optimal Dynamics has software designed to help you answer that question if you should use your assets or those of others. Nothing saves time going from point A to point B like a direct route! The Gordie Howe International Bridge announced it is opening Fall of 225. Connecting I-75 in the USA directly to Highway 401 in Canada minus 7 traffic lights!  This new direct route will save time and money through the busiest commercial land border crossing between the USA and Canada.

    Urban deliveries can be difficult and are frequently burdened with the congestion of the population. An exciting solution by Aeroscraft was on exhibit. Aeroscraft is an EVTOL – electric, vertical take-off and landing – like INVO EVTOL we saw at CES. In contrast to INVO, the Aeroscraft is a not a flying saucer for personal transport but rather a Blimp with the smallest model capable of a 9-ton payload – yes 9 tons.

    Furthermore, it launches with a fleet of drones, their chargers, their operators, and massive payload. Once above the urban area, the drone operators get busy with line-of-sight capability delivery packages to the urban area below without adding to traffic! For additional research on drones, see Conference Whispers: Commercial UAV Expo.

    Another challenging space involves delivering small products and the last mile. Hailify is a tech company that focuses on last mile of packages smaller than 2 shoe boxes and under 20 pounds. They focused heavily on the integration for small regional delivery. Likewise, TUSK provides an integrated network of the 9 top tier carriers into a single API, unified pick-up, contracts, everything creating a simple process to leverage multiple logistic solutions. Once you accomplish that last mile, the challenge for many solutions involves the last 10 feet. In theory, the network can be fully automated but how do you get the package from the vehicle to the person expecting the delivery? River.ai demonstrated their fully autonomous solution that can climb any stairs in any weather to take a package from a truck and hand it to a human expecting the delivery or accept a package from the human. That leaves one critical step left – verifying that the recipient and the related supply chain documents are accurate. Fortunately, the expo hall featured Trustd,  a digital verification and identity platform designed for supply chain and logistics.. This solution enables not only verification of humans but document identity as well. Trustd provided an exclusive overview of their talk to TBW Advisors. In their session, “Platform Security in the age of Fraud”, Trustd explained why it is not only critical to verify the carrier, but all of the ‘paperwork’ must be authenticated. Was there supposed to be 3 crates or 6? How many crates did they pick up? Getting that information wrong can be expensive and crime rings have targeted this space. Additional research on Identity and Access Management is available in Conference Whispers: Identiverse 2024.

    Clean Data and Digitization

    During our coverage of Conference Whispers: ConExpo in 2023, we observed the fundamental advantages of construction over manufacturing for digital transformation. Thus, we were very interested to understand the progress being made in supply chain and logistics towards cleaning up the data and digitization. As a first step, one can add intelligence to your existing forklifts with Slamcore. Their solution doesn’t require new forklifts but adds a camera, related sensors, and intelligent platform to suddenly provide forklift visibility to your facility. Barcode scanning and related manual data entry is frequently another troubled data spot – unless you have the right technology. The complex array of barcode layouts can make it extremely difficult to efficiently capture the alphanumeric text. This information represents the inventory and must be digitized accurately. Cloud 9 provided TBW Advisors LLC with an exclusive demonstration how their solution can efficiently handle this complex array of barcodes in the logistics space. Data regarding the size and weight accuracy of inventory is one of the critical pieces of data required in the logistics space. Cubiscan was one of the solutions exhibited that shared their approach involving sensors, cameras, and some intelligent algorithms to provide you what you need.

    Not sure if the address is accurate and want to ensure the recipient didn’t move? Woolpert Digital Innovations is a Google location partner and can help you integrate with anything and everything Google offers in this space. Want to go more granular? Sensos shared their exciting innovations that help one track not only package’s location, but the condition of the package in transport with the convenience of a tiny label that has embedded cellular! As a former AT&T strategist, this capability used to come in something analogous to in size and agility matched only by the original brick cellular phones!

    Inventory is a critical data space in supply chain and logistics. Fortunately 2025 includes autonomous inventory solutions such as the exciting solution from Dane Technologies. Such solutions leverage cameras for each shelf and autonomous technology to navigate the warehouse. Understanding the limits and how they match to your inventory is critical to select the right solution for your warehouse. We were also able to catch the demonstration of Dexory robot in action on the exhibit floor. Of course if you do not want to do inventory but rather pick the inventory for a customer order, then Brightpick is someone to evaluate. Leveraging drones for inventory management vs a moving robot, the Swiss Tech solution by Verity is something to also consider if you are seeking to get efficient clean inventory data.

    If one prefers to just bring someone in to assist in cleaning up the data space, plenty of integrators were also on hand. WMS specializes in business process management for the supply chain space. WMS capabilities include digitizing everything to prepare and leverage the new generation of logistic intelligent solutions. 4flow is another example of someone that was available to enable digital transformation in this sector.

    AI, Robotics, and Automation

    If an organization is fortunate enough to have their end-to-end data clean enough for AI, there are solutions ready to help you become optimal! Want predictive capabilities for freight costs and visibility to your buying power? Greenscreens.ai is a truly predictive solution with an impressive accuracy rate. Vizion provides container intelligence, tracking, and monitoring through its comprehensive consolidated APIs for most freight carriers. The goals are accuracy in arrival time. For those with clean data and seeking to move all the way to agentic AI in logistics, Arnata shared their solution. If you have a factory full of robots and you simply want to know where they all are on a single pane of glass? InOrbit.ai is all about simplifying robot orchestration and giving you that exact unified view. We have exclusive interview with Dexory to understand how their inventory visibility robot works. TBW Advisors LLC was also able to capture an exclusive description regarding the capabilities of Rivr.ai that isn’t stumped by the stairs leading up to your front door! Admittedly, of all the autonomous solutions, the most jaw dropping was the loading of a semi-truck trailer in 5 minutes flat. From the financial reduction of risk to the lessoning of burden on hard-to-find workers, a case study on Slip Robotics in a distribution center would be quite an interesting read.

    Next Year’s Conference  

    The Manifest 2026 conference will be held in Las Vegas, Nevada. The announced dates are February 9-11, 2026.

    ©2019-2025 TBW Advisors LLC. All rights reserved. TBW, Technical Business Whispers, Fact-based research and Advisory, Conference Whispers, Industry Whispers, Email Whispers, The Answer is always in the Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, The Answer is always in the Whispers, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness or adequacy of such information. TBW does not provide legal or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.

  • Conference Whispers: Smart Retail Tech Expo 2024

    Conference Whispers: Smart Retail Tech Expo 2024

    Las Vegas, NV April 24-25, 2024

    Published to clients: May 14, 2024                                        ID: 2043

    Published to Readers: May 15, 2024

    Published to Email Whispers: January 14, 2025

    Public: January 15th, 2025

    Analyst(s) and Photojournalist: Doreen Galli, PhD MBA

    ABSTRACT

    After 400 minutes of filming, 30 videos, countless shorts and over 30 factchecks, our coverage of this years’ Smart Retail Tech Expo 2024 closes. Smart Retail Tech Expo is part of 5 conferences held at once at the same time and place: White Label, Retail, Supply Chain and Logistics Expo, Smart Retail Tech, Ecommerce Packaging and Labelling and Com Business Live. It was held in Las Vegas from May 8 to May 9 at the South Lower Hall of the Las Vegas Convention Center (LVCC). The event featured 5 theaters with each featuring 4-5 talks each day for a total of 47 keynote sessions. With discussion on distribution and logistics and vendors for every step of the journey, one could launch a new business with the contacts from this event alone.

    Conference Vibe

    After 2 days of filming some 400 minutes of content, 30 videos with endless shorts coming and over 30 factchecks, our coverage of this years’ Smart Retail Tech Expo closes. The event is five events held at once all together. White Label, Retail, Supply chain and Logistics Expo, Smart Retail Tech, E-Commerce Packaging and Labelling and Com Business Live. With row after row of exhibits*, the event was made whole by the balanced combination of talks and exhibits. Even better, there was 15 minutes in between the talks so one could catch the exhibits. Furthermore, all theaters schedules were once again aligned in the event you wanted to switch theaters as well.

    The short two-day event packs a punch with 5 keynote theatres each featuring 4 or 5 talks a day for a whopping 47 sessions. The first day was supposed to be capped off by a presentation Presidential candidate Robert Kennedy but it was cancelled purportedly due to security concerns. We captured 30 videos that will result in a lot of great shorts so be sure to save the entire playlist of videos for Conference Whispers: Smart Retail Tech Expo. We were able to capture the walkabout of the entire conference right at the conference’s grand opening. If you are wondering what was to eat at the show, we have you covered with video of the food lines and menus.

    Keynotes

    The keynotes at this smaller event were quite impressive and featured talks from Google, AWS, Home Depot, Lenova, and ASCM (Association of Supply Chain Management) to name a few. Douglas Kent of ASCM (Association of Supply Chain Management) shared top supply chain trends during his keynote. Jesus Sanchez from Google show the many ways in which you can put Google AI to work for you for your retail solution. It is all about optimizing marketing expenses. He also shared the interesting statistic that 15% of all searches are unique. Amazon’s Justin Honaman shared the many ways AWS Gen AI is being leveraged for innovation in retail and CPG. Phil Pench of DHL ecommerce shared an interesting talk with the list of options for the end of the supply chain particularly for those importing goods.

    Home Depot’s Paul Ganz shared the ripple effect of failing a customer. He reminded all that you only get one chance to take care of your customer. That once the customer bought the product, you are handling their item – not yours and it should be treated as such. Chewy’s Debarati Das gave a detailed talk highlighting the complexities of inventory management in the context of the corporate goals and customer satisfaction requirements. There were many people waiting to speak with this speaker following the talk. Kevin Lawton of @thenewwarehouse examined the question of doing fulfillment from the retail location versus a warehouse. Admittedly, this talk reminded me of a patent I was awarded as an IBM Engineer on this exact topic in the heart of the dot com era.

    Exhibits

    While many of the exhibits focused on the White Label portion of the show were captured in the walkabout, there was no technology for us to cover. Nonetheless, we discovered quite a bit of tech to capture. If you need to make a professional video to sell your wares or any other services in getting your product to market, newegg was on display with media, sellingpilot, and marketplace. If you are not sure about the size of the object you are selling, vMeasure was on site. vMeasure leverages cameras, sensors and scales with some great AI /ML models to provide the size of the object.

    If one is selling something in a store, are instead display, Retail Media Management was there to share their digital signs and smart retail tags. One only needs to change the price online, and all price tags will automatically update. They are reported to have a 5-year battery life. Admittedly, we know days of batteries in such electronics is limited as glass can now capture energy from thin air as seen in our coverage at CES. Another digital sign company, Hongzhou had a smart menu kiosk on exhibit. This kiosk not only takes the order and payment but coordinates the order to the kitchen staff. Limited staff but want to open a pizza joint? Pzza has an automated solution to make commercial pizzas that only requires one employee to run the shop. This exhibit gave us flashbacks to the automatic stir fry tech we saw at CES, Techmagic. If you would like to bring home the bacon instead of serving it, Bacon Tech was on site with their staffing and employee management mobile application. If your retail business involves CBD, Argyle Payments was on hand to help you with your banking needs.

    To secure a retail space, many require video surveillance. LVT remote surveillance with their solar panel powered solution complete with simple intelligence was on the floor. This intelligence is leverages to identify objects in the video and notify as appropriate. Is your business is looking for warehouse space AND will create 10 jobs or more? Global Site Location Industries collaborates with municipalities around the country. This collaboration allows Global Site Location Industries to offer their assistance for free.

    If you warehouse scanners or other mobile technology is missing or you need an extra, ASR Tech was on site and can fix anything. If simply cannot find your products in your warehouse or want to monitor them through the supply chain, Lyngsoe Systems passive RFID has a solution for you. RFID has come a long way with stickers at just .05 each. We also heard about Cirro Fulfillment’s Smart robots as they were to enhance the supply chain. SRSI shared their automated storage and retrieval technology available in all 50 states. In fact, SRSI handles all technology available within the 4 walls of the warehouse. Goods was on display to remind you to focus on your business with their integrated solution handling inventory management, order management, and warehouse management.

    As a conference about logistics, there were many logistics companies! Fellowship logistics shared that they can reach 99% of the US in 2 days and 75% in 1 day. Meanwhile, ExFreight was sharing that they provide 100% online capabilities for their entire service logistics offering to 175 countries. C&C logistics serves all continental US and Mexico and can move anything from a single pallet to an entire warehouse.

    There were vendors on display with technology for every aspect of your retail business. Shopline intelligent offered a unified commerce platform. There was also a solution called iVision to automate customer loyalty. Admittedly, both solutions intelligence is not yet fully realized compared to many of the technologies analyzed at the Adobe Summit or even Fintech Meetup.

    Next Year’s Conference

    Smart Retail Tech Expo comes to Las Vegas every year. The next Smart Retail Tech Expo will occur April 16 and 17th, 2025, in Las Vegas, NV at the Las Vegas Convention Center.

    *When vendors’ names are shared as examples in this document, it is to provide a concrete example of what was on display at the conference, not an evaluation or recommendation. Evaluation and recommendation of these vendors are beyond the scope of this specific research document. Other examples products in the same category may have also been on display.

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    ©2019-2024 TBW Advisors LLC. All rights reserved. TBW, Conference Whispers, Industry Whispers, Vendor Whispers, Email Whispers, The Answers always in the Whispers, Technical Business Whispers, Whisper Reports, Whisper Studies, Whisper Ranking, Fact-based Research and Advisory, Galli’s Keys to Success, and One Change a Month, are trademarks or registered trademarks of TBW Advisors LLC. This publication may not be reproduced or distributed in any form without TBW’s prior written permission. It consists of the opinions of TBW’s research organization which should not be construed as statements of fact. While the information contained in this publication has been obtained from sources believed to be reliable, TBW disclaims all warranties as to the accuracy, completeness, or adequacy of such information. TBW does not provide legal, or investment advice and its research should not be construed or used as such. Your access and use of this publication are governed by the TBW Usage Policy. TBW research is produced independently by its research organization without influence or input from a third party. For further information, see Fact-based research publications on our website for more details.