The CNBC Supply Chain Survey reveals mixed freight volumes, persistent tariff concerns, and growing reliance on AI-driven logistics.
Key Takeaways
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Consumer resilience persists: Despite affordability concerns and tariffs, most retailers reported steady or higher holiday sales volumes.
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Freight market vulnerability grows: Nearly half of logistics and shipping respondents described the sector as flat or declining, with many warning of recessionary conditions in early 2026.
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AI adoption accelerates: Every surveyed company plans to expand AI use, particularly in predictive analytics, inventory, and route optimization, to enhance efficiency and visibility across supply chains.
