Supply Chain Investing

On today’s show we’re talking about some of the excellent global research performed by accounting firm Price Waterhouse Coopers. They recently published their latest prediction reports for a number of geographies around the world. 

Yesterday we talked about the worst asset class in the PWC survey, that is retail. Today we’re going to the opposite end of the spectrum. It’s really a story about changes in the retail environment. Where there are changes, there are winners and losers. Retail’s loss is a win for warehousing and fulfilment.