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12 results for “supply chain”
leverage this network that they had all their distribution backend and like go everywhere all at once. But the problem was that all of their existing distribution backend was tailored to the old model. It wasn't tailored to this new model of store. A
1:29:11 / 1:30:18
from transcript1:29:11 – 1:30:18
Trucks pull up on one side and unload pallets, and that's where the supplier's trucks are. On the other side of the warehouse, they're Costco trucks. And so what happens is since they move stuff entirely by the pallet, no partial pallets, no these fe
1:45:42 / 1:46:58
from transcript1:45:42 – 1:46:58
...than we had supply to cover and then use that demand to bring in more supply
1:15:38 / 1:16:49
from transcript1:15:38 – 1:16:49
And to put a point on that, they only have so many suppliers who are bringing goods to Costco. The fact that they sell in bulk means that they can bring a whole pallet into a warehouse and consumers just sort of come and pluck it off the pallet. It's
1:45:00 / 1:46:01
from transcript1:45:00 – 1:46:01
...split supply? And because you have carriers that are local, regional, and long haul, those are different. There's some bleed over between regional, local, and regional long haul, but, effectively, those are different carrier segments. Yeah. And becau
1:12:45 / 1:13:50
from transcript1:12:45 – 1:13:50
...their supply lines, Walmart's got this behemoth of a distribution network that is way more efficient. And so when they go head to head in a geography, Walmart can price lower, still be making a profit and Kmart just bleeds cash in those stores. Yeah.
1:46:21 / 1:47:36
from transcript1:46:21 – 1:47:36
...to supply chains. Right? And we already realized, you know, it is they those are vulnerable. I mean, you know, shock after shock starting with the pandemic, you know, told us that, yes, maybe kind of our, final goods trade or just if I focus on manuf
14:48 / 16:22
from transcript14:48 – 16:22
...business, supply chain management, contract logistics. I looked into the customers were. I saw opportunities to do things with those customers in the original four things we're looking at and made perfect sense. So that was an example of, yeah, we ha
15:41 / 16:50
from transcript15:41 – 16:50
...business, supply chain management, contract logistics. I looked into the customers were. I saw opportunities to do things with those customers in the original four things we're looking at and made perfect sense. So that was an example of, yeah, we ha
14:35 / 16:42
from transcript14:35 – 16:42
small number of them, and they're sort of sparsely connected. And what that allows them to do is to move trucks continuously back and forth loaded with cars between these IRCs. And you can think about the minimal train tracks where the the vehicles a
45:45 / 46:46
from transcript45:45 – 46:46
so that you could have your high velocity items in the automated facility. And then for the more specialty items you could go and manually pick these items from the live grocery store nearby. That's the ideal situation if you start from scratch. You'
35:07 / 36:23
from transcript35:07 – 36:23
...supply chain. What protective actions or, course correctors they have in mind really will relate to their trading book, which is going to probably be sourcing in alternate locations as needed if you can't get your commodity out of The Middle East or
35:53 / 37:06
from transcript35:53 – 37:06
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