Our "new normal" global consumption reality won't be ending soon. It's not just e-commerce, virus buying, and the resultant impact on transport lift availability that's driving shortages. Other factors augment long-term stress on your ability to marshal supplies and source transport to serve customers. Millennials with buying power, and there are lots of them, will strain global supply chains for consumer products. China alone has 400 million millennials. Add millennials with cash in emerging economies, and there will be at least a 20-year buying binge impacting supply and transport networks. Can current transport networks support that much more stress? Virus, remote work, and baby boomer retirement trends are driving migration. And migration means more consumption as homes are built and furnished. Boomers are cash rich and eager to spend. In the United States, new distribution patterns will self-configure based on north/south, coast/inland, city/rural, high crime/low crime, high tax/low tax moves.
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