Home Depot: The $150B Freight Engine Behind DIY Retail
Home Depot isn’t chasing Amazon. It’s building something different: a national freight network designed to serve contractors, projects, and big, heavy orders with speed and precision. From RDCs to jobsite flatbeds, the $150B retailer turned logistics into its strongest moat.
FedEx: Rewiring a $90B Giant for the Next Era of Freight
FedEx was once the blueprint for global logistics—but years of silos, underperformance, and rising competition forced a reckoning. Now, under new leadership, FedEx is consolidating its Ground and Express networks, investing billions into automation, and selling off weak freight lanes to streamline its footprint. This blog breaks down why the $90B logistics giant is shrinking to scale—and whether that gamble will finally close the gap with UPS and Amazon.
Convoy’s Shutdown and the Limits of FreightTech Hype
Convoy raised over $900 million and promised to reinvent trucking with software. By late 2023, it collapsed—leaving behind a lesson that logistics can’t be disrupted by tech alone. This post unpacks what really went wrong: from unit economics to market cycles to the hard truth that moving freight requires more than matching loads—it requires control.
How IKEA Turned Furniture Into a Supply Chain Superpower
IKEA doesn’t just sell sofas and shelves—it sells supply chain precision. From its flat-pack design strategy to in-store logistics and global sourcing, IKEA has redefined what it means to move bulky goods at scale. This is the logistics blueprint behind the blue box.