#supplychain

what is apple going to do when Qorvo goes away.

https://www.cbtnews.com/ford-maintains-2025-profit-outlook-after-second-novelis-fire/

Ford needs to learn from Tesla manufacturing systems. Not to rely on suppliers for critical parts and components.

Anyone affected in GSC?

Anyone in supply chain affected?

That’s what I understood, but I just want to be sure. You’ll have to forgive my skepticism and distrust.

Thoughts on the affect on inventory analysts?

Just curious

The day before I left Target, leaders were discussing if they should “update” the slides for her (the company needs a real supply chain officer that understands basic supply chain concepts)
Nice should not be the primary qualification. Just like her, Rob has also only worked at Walmart, but he is the real deal.

This may sound crazy but is there a thing of the Manager/s deliberately having shipment delayed for certain departments ?

https://www.foxbusiness.com/economy/ups-may-begin-disposing-imported-packages-over-customs-issues.amp

Of course Mondelez isn’t leaving dsd! Can you imagine how bad their numbers would look if all at once, all customer business teams could no longer force in 100 cases of Oreo for an end cap display that will never exist! Even when the store already has 100 cases of Oreo in back stock from the last display that never happened!
They are committed to DSD, they are stuck! Stock numbers would plummet so fast and they already aren’t looking good.

There is no reason to have so many layers of management in the US for the supply chain group and I'm sure the same applies to other groups like polaris, gbs, emtec.
A prime example of bloat is the COE group in materials management full of people who aren't experts of anything but are the ones making over complex processes that fail and promoting made up savings figures to justify their jobs in houston. Why close our offices in sg and in canada when we have this bloat in likely every organization within XOM. Shame on SG and the VPs with their lies when EMSC was introduced.

It’s really amazing that we’re going to create another org filled with external executives that are not from telecom. She signed a lot of bad deals in supply chain.

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Whenever I have an issue my answer will be Supply Chain.

• Where is my toner? #Supplychain
• Where are my parts? #Supplychain
• Where is my sales rep? #Supplychain
• Where is my service tech? #Supplychain
• Where is my bill/invoice? (Yes, we have received those inquiries.) #Supplychain
• Where is my credit for incorrect invoice? #Supplychain
• Where is my $100,000 order? #Supplychain