What U.S. supply chain data shows about the holiday season retail winners and losers: CNBC survey
December 18, 2025 • 2m 10s
Lori Ann LaRocco (Business News Reporter)
00:00.550
the
flow
of
inventory
is
moving
out
of
warehouses
into
stores
or
directly
to
consumers
because
of
E
commerce
is
a
forward
looking
indicator
of
retail
category
performance
as
well
as
a
barometer
on
the
state
of
transport
and
consumer
spending
in
the
latest
CNBC
supply
chain
Lori Ann LaRocco (Business News Reporter)
00:17.150
survey
sixty
three
percent
of
respondents
said
they
were
moving
more
holiday
related
freight
this
year
compared
to
last
year
this
is
a
key
indicator
for
transport
stocks
because
revenues
are
made
or
lost
on
volumes
respondents
said
freight
volumes
have
increased
as
high
as
ten
Lori Ann LaRocco (Business News Reporter)
00:35.470
percent
for
the
holidays
looking
at
what
types
of
product
that
left
the
warehouse
to
stores
housewares
topped
the
list
filed
by
apparel
promotional
items
and
toys
aspirational
luxury
luxury
goods
high
end
furniture
and
low
end
furniture
ranked
lower
unlike
bricks
and
mortar
this
Lori Ann LaRocco (Business News Reporter)
00:56.390
year
ecommerce
volumes
grew
year
over
year
with
volumes
up
between
one
to
ten
percent
looking
into
what
types
of
items
were
sold
directly
to
consumers
promotional
items
top
the
list
followed
by
housewares
apparel
and
toys
survey
respondents
said
this
is
a
reflection
of
a
cost
Lori Ann LaRocco (Business News Reporter)
01:16.310
conscious
consumer
looking
ahead
into
twenty
twenty
six
the
outlook
on
freight
volumes
remains
largely
the
same
fifty
seven
percent
said
logistics
is
already
in
a
recession
and
is
now
in
a
freight
rate
recession
because
of
the
lower
prices
due
to
the
reduced
freight
volumes
some
Lori Ann LaRocco (Business News Reporter)
01:37.230
are
also
warning
of
additional
trucking
bankruptcies
as
a
result
of
the
depressed
prices
and
volumes
all
survey
respondents
said
they
are
now
going
to
be
incorporating
more
AI
into
their
business
this
to
help
increase
the
speed
and
analyzing
their
inventories
so
they
can
make
Lori Ann LaRocco (Business News Reporter)
01:53.870
better
ordering
decisions
as
well
as
finding
the
best
freight
price
for
delivery
the
pool
of
respondents
were
almost
split
when
asked
if
the
use
of
artificial
intelligence
would
eliminate
jobs
for
CNBC
business
news
i'm
lorianne
larocco
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