#supply-chain

#supply-chain

Luminar faces potential bankruptcy as Volvo backs off its promise to make lidar standard in its flagship models. Volvo blamed "limited supply of the lidar hardware." Luminar has already warned investors that it may run out of cash by the end of Q1 2026. Not long ago, Volvo and Luminar seemed like the perfect partnership. The Swedish automaker pushed a safety-first approach that used the startup's laser-based sensors to ensure its vehicles were safer than ever.

Keychain connects over 20,000 brands and retailers with 30,000 vetted manufacturers through AI-powered matching technology that eliminates these bottlenecks, turning product ideas into structured, searchable data that accelerates sourcing from months to days. The platform launched KeychainOS for manufacturers in February 2024, then immediately faced demand from retailers who needed the same end-to-end visibility for their private label programs- a signal that drove the company to develop Keychain360, a supply chain management platform designed specifically for retail private label operations.

Reactive personalization is being replaced by predictive intent engines. Instead of waiting for a customer to browse, AI anticipates the customer's next wants based on contextual data like weather, life events, and even local cultural moments. For example, as outdoor searches tick upward in specific regions, retailers surface camping gear. The upside is deeper relevance. As with every trend, there are risks. Here, if the timing is too perfect, the relevance can feel intrusive to the customer.

Enthusiasm for corporate sustainability appears to be waning, with major firms seemingly quietly abandoning environmental goals, but David Picton remains optimistic. For him, sustainability is not an ethical question, but a business driver. A self-described "demon for cutting down on food waste" at home, Picton is senior vice-president of environment, social and governance (ESG) and sustainability at EcoOnline, a company that develops software tools to help organisations protect workers, meet environmental regulations, and embed sustainable practices.

Norfolk, Virginia based Mutant Inc. are stepping up their game to fill the new supply chain void created by tariffs. With departing Chinese suppliers no longer able to compete due to the reciprocal tariffs, Mutant Inc. is taking over supplying batteries and other energy solutions for clients old and new, which may include such entities as Stanley Black & Decker (NYSE: SWK), international telecom companies, major utilities, and others.

China will exempt some Nexperia chips from an export ban that was imposed amid an escalating row with the Dutch government, officials said on Saturday. "We will comprehensively consider the actual situation of enterprises and grant exemptions to exports that meet the criteria," the Chinese Commerce Ministry said in a statement. Nexperia produces components in Europe before sending them to China for finishing and then re-exporting them back to customers in Europe. The Netherlands-based company is owned by China's Wingtech Technology.

During America's hardest economic times, canned goods were a lifeline. From 1929, the start of the Great Depression, to 1941, when the United States entered World War II, people ate nearly 50 percent more canned fruit, by weight, compared with the preceding 13 years. Some used new community canning centers to safely preserve food for the long term, or depended on the U.S. government's first food-stamp programs to buy "surplus goods," including canned beef, mutton, goat, and peas.

If you're wondering why your favorite fresh berries are so much more expensive than other options like apples and bananas, it's probably because you are thinking about fruit as plants, not commodities. Like it or not, our modern food infrastructure is full of complex structures to get oranges from California, tropical fruit, and potatoes from Idaho onto the same store shelves. And being a commodity means every little bump in that road ends with a little bump in price that you see at the grocery store.

It happens to avid fast food fans everywhere: You're scrolling through Instagram or TikTok and see a mouthwatering burger, sandwich, or dessert that looks too good to be real - only to find out it's not sold anywhere near you. A consistent menu or locations that you can find almost anywhere are some of fast food's main appeals. Regardless of whether a chain is regional or national, some of the most-loved food items on menus are tied to specific regions.

Apple's iPhone Air was the company's most interesting new iPhone this year, at least insofar as it was the one most different from previous iPhones. A note from analyst Ming-Chi Kuo, whose supply chain sources are often accurate about Apple's future plans, said yesterday that demand for the iPhone Air "has fallen short of expectations" and that "both shipments and production capacity" were being scaled back to account for the lower-than-expected demand.

The components found in downed Russian drones and cruise and ballistic missiles range from microcomputers and sensors to switching connectors and converters. Ukraine says they're coming from the US, UK, Germany, Switzerland, the Netherlands, South Korea, Japan, China, and Taiwan. Some of these nations are among Kyiv's closest partners. Last week, Ukrainian President Volodymyr Zelenskyy said over 100,000 foreign-made parts were found among the 550 Russian drones and missiles used in a large-scale bombardment, underscoring the scale of the problem.

Headlines promised that AI would transform every corner of business. Venture capital poured into the sector. But hype doesn't always translate into real-world use—especially in industries that aren't built to adopt change quickly. Food procurement, where billion-dollar decisions hinge on weather patterns and multiyear contracts, not to mention generational relationships and personal rolodexes, is one of those industries. In a space where legacy companies tout decades of experience, newness isn't always a boon.

German Minister for Digital Affairs Karsten Wildberger emphasizes that Europe's call for digital sovereignty should not be confused with protectionism. According to him, Europe must develop its own digital infrastructure. This is to reduce dependence on American technology companies. That does not mean that cooperation with the United States should be ruled out. In an interview with Reuters, Wildberger explains that Germany and the European Union can no longer be mere spectators or customers in the digital sector, but must play an active role themselves.

Recent speculation about Tim Cook's potential departure from Apple has reached a crescendo, fueled not only by his approaching 65th birthday next month but also by broader questions about his leadership in an increasingly complex global landscape. While Cook has made no official announcement about stepping down, industry watchers note that his tenure has been marked by challenging geopolitical pressures that may be weighing on the famously private executive.

But companies are able to handle the chaos, conflicts and uncertainty a little bit better now, executives said on panels recently during Shoptalk Fall in Chicago. They've gotten used to having to pivot, whether there's an issue locally or internationally. And artificial intelligence has made adapting somewhat easier than five years ago, thanks to tools that flag delays, help optimize inventory and automate tasks.

Nike yesterday revealed that it expects $1.5 billion in gross incremental costs, on an annualized basis, because of tariffs. That's a 50% increase from Nike's last estimate, provided in June, of $1 billion. Meanwhile, Nike's gross margin for its first fiscal quarter of 2026 decreased 320 basis points, in part due to "increased product costs, including new tariffs, and channel mix headwinds," EVP and CFO Matthew Friend said on a call with analysts.

U.S. Customs and Border Protection (CPB) has slapped a Withhold Release Order (WRO) on bikes, parts, and accessories made by Giant in Taiwan, citing allegations of forced labor. The WRO prevents those goods from entering the U.S. market until Giant can prove they're clean-no-exceptions. According to U.S Customs their investigation has revealed some notable red flags including: abuse of worker vulnerability, debt bondage, abusive living and working conditions, wage withholding, and excessive overtime.