Job Cuts in Logistics, Tuna Salad Recall, and the Truth About the “Resilient Consumer”
Good morning! ☀️
Your quick-hit dose of supply chain shifts, logistical curveballs, and the occasional lunch-break eye roll.
Today’s headlines:
📉 Over 4,100 jobs just got chopped across logistics, manufacturing, and lumber—talk about a rough cut.
🐟 Tuna salad’s off the menu—Albertsons, Randalls, and Tom Thumb are pulling pre-mades over a Listeria scare in the South.
💸 And while bank CEOs keep calling the American consumer "resilient", credit card debt and paycheck-to-paycheck living say otherwise.
Let’s dash before someone calls it “resilience” again.
“Move fast and break things.’ …unless you are breaking some stuff, you are not moving fast enough.”
Layoffs Sweep Supply Chain & Manufacturing Sectors
Over 4,100 jobs gone in just a few weeks—hitting transportation, logistics, manufacturing, and lumber hard. From beverage distributors to cold storage and freight services, the cuts are deep and widespread.
📦 Companies like Republic National Distributing Co., Americold Logistics, CarParts.com, and Canfor are scaling back, citing rising operational costs, weak demand, and ongoing supply chain disruption.
States like California, Ohio, Virginia, and Washington are getting hit the hardest. Warehouses, terminals, and distribution centers are feeling the pressure—and it’s not just about layoffs. It’s about what’s coming next.
🔥 Hot Take:
The freight world isn’t just tightening belts—it’s going full keto. If your business model isn’t lean, diversified, or tech-savvy, the market’s about to chew you up and spit you out.
Tuna Salad Recall Hits Albertsons Over Listeria Concerns
Albertsons, Randalls, and Tom Thumb just yanked multiple pre-made tuna salad products off shelves in Texas, Arkansas, Louisiana, and Oklahoma due to possible Listeria contamination. Sell-by dates: July 16–19. If you’re hauling cold chain, food service, or grocery freight… this recall hits closer than you think.
Why You Should Care:
Recalls = urgent returns, reroutes, spoiled inventory, compliance audits, and client headaches. And if you're in logistics, all that chaos hits your team first.
🧊 Cold Truth: Listeria doesn’t care about your temp logs. It survives in refrigeration and ruins reputations faster than you can say “FDA inspection.”
Is “Resilient” the Right Word for Today’s Consumer?
Bank CEOs keep praising the “resilient consumer”—pointing to strong spending, low jobless claims, and steady sales. But the latest data from the FINRA Foundation paints a much rougher picture:
👉 26% of Americans say they’re spending more than they earn
👉 Fewer people have emergency savings
👉 Credit card delinquencies are near decade highs
Consumers are still spending—but they’re doing it on fumes. And if you’re in transportation, logistics, retail, or warehousing, that’s your early warning. When the spending slows (or collapses), freight demand, inventory turnover, and last-mile deliveries will take the hit first.
🔥 Hot Take:
Calling today’s consumer “resilient” is like calling a cracked dam “structurally interesting.” The freight world should be watching closely—because when reality hits wallets, supply chain volume won’t be far behind.
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