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The Supply Chain Stack

Weekly insights on inventory, freight, suppliers, and margins — built for operators running $1M–$50M in revenue. Free. No spam. Unsubscribe anytime.

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What's inside

Intelligence operators actually use.

📦

Inventory Optimization

Dead stock identification, safety stock formulas, ABC classification, and reorder timing.

🚢

Freight & Logistics

Carrier benchmarks, rate trends, modal comparisons, and cost reduction playbooks.

🏭

Supplier Strategy

Vendor scorecards, lead time management, diversification tactics, and sourcing frameworks.

💰

Margin Recovery

Landed cost analysis, tariff navigation, overstock liquidation, and working capital optimization.

Past issues

Browse the archive

Every issue indexed for search. Free to read.

July 22, 2026
Section 122 + Brazil Reciprocal in 48 Hours — August Lock-In Window
Section 122 expires July 24. Brazil 25% reciprocal tariff live since July 22. August delivery orders are the last demand-planning lever for Q3 2026 — the demand plan is now or never.
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July 22, 2026
Demand Pulse #16 — Brazil Tariff Lands + 48 Hours to Section 122 Cliff
Brazil 25% reciprocal tariff took effect July 22. Section 122 expires July 24. August delivery orders lock Q3 2026 demand plans within 48 hours — the cliff is here.
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July 8, 2026
Tariff Cliff Aftermath — Demand Pulse #8
The July 9 tariff pause has lapsed — US importers now face the August tariff calendar as Section 301 review deadlines, product exclusion expirations, and freight rate inflections reshape landed costs heading into Q3.
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July 7, 2026
Late-July Tariff Cliff Approaches — Demand Pulse #7
The 90-day tariff pause expires July 9 — US importers face binary outcomes as ISM PMI holds at 54.0 and trans-Pacific freight climbs to $3,420/FEU.
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July 1, 2026
Demand Forecasting Pulse — Issue 6: USMCA Review Week
USMCA mandatory review is here — rules-of-origin renegotiation could reprice $466b in annual US-Mexico bilateral trade.
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June 14, 2026
Tariff Spiral Reshapes Pacific Demand — Demand Pulse #14
50% China tariffs, trans-Pacific freight at $3,840/FEU, Vietnam +31% — the week most critical supply chain demand signals for $1M–$50M operators.
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May 31, 2026
🔴 Tariff Shock: What the Phase One Expiry Means for Your Supply Chain — Demand Pulse Week of May 27
50% tariff reinstated on $360B in goods. ISM at 48.3. Drewry WCI at ~$4,000/FEU. Sector snapshots and scenario models for supply chain operators.
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April 11, 2026
Issue #2: The $11,400 Problem
63% of SMB operators report tariff disruptions. Monthly tariff costs have tripled. Here's the 3-move playbook operators are using to protect margins.
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April 1, 2026
Issue #1: The 3 Inventory Leaks Draining Your Cash Flow
Most distributors don't have an inventory problem — they have a visibility problem. Here's how to find the leaks before they compound into a cash crisis.
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