Ratios, Comparables, Substitutes, Voodoo, and a Touch of Luck When Recent History Isn’t Much Help (change in US total capital expenditures. For illustrative purposes only) It is hard to believe it has been two years since I was faced with forecasting WMS and warehouse automation market growth rates in the midst of the COVID-19 pandemic. …
After experiencing an incredibly challenging two years in the global logistics industry, I think we can let go of any expectation that the supply chain landscape will ever return to “normal.” By that, I mean that extreme uncertainty on both the demand and the supply sides will continue for the foreseeable future. Raw materials and …