About Lois Yates

Lois C. Yates is a Partner in GLDPartners, an investment advisory firm that specializes in supply chain and site selection guidance to global manufacturers and the development and monetization of assets at and around seaports, airports and strategic trade and logistics hubs

Caterpillar Still Paying for Sins From the Past

Bob Tita writes in the WSJ that Caterpillar is announcing another round of plant closings and consolidations. These actions follow on the heels of similar announcements that have affected Caterpillar plants globally over the past several years. In an effort to get ahead of the market the company made several strategic mistakes in spending billions on resizing their supply chain to meet a market demand that did not take into account the multiple sector disruptive influences that could derail their well laid plans. The good news is that the company is making progress in righting itself and will be prepared to move forward.

By |2019-06-14T11:03:19-07:00April 4th, 2018|Blog, Uncategorized|

Click’s and Brick’s as a Supply Chain Disruptor

In the March 16 edition of the WSJ, Ester Fung writes about the “click’s and brick’s” retail trend and its impact on the disruption in retail that has been plaguing retail–space owners for years. As e-commerce continues to carve up sales at the traditional brick and mortar sites, online sellers are looking to open physical stores to complement their on-line presence. This is a new gamble for landlords but it is giving them hope and a new customer base.

By |2018-03-20T00:02:47-07:00March 20th, 2018|Blog, Uncategorized|

Can the Toy Industry Survive Disruption?

For months we have been following the story of the Toys R Us bankruptcy and wondering if the department store chain could survive the perfect storm that it finds itself in. We learned last Friday from several reports that the retailer could close all of its stores as early as this week. Regardless of whether Toys R Us pulls through its challenging winter period, one thing is for certain: toy retailers, even when it comes to multinational giants, must be savvy about the way they are conducting their business or they may risk losing out to web rivals and discounters.

By |2019-06-14T11:03:20-07:00March 13th, 2018|Blog, Uncategorized|

Disruptive Supply Chain Intelligence Update

This week’s business news was dominated by President Trump’s announcement that the U.S. will impose tariffs on steel and aluminum imports starting next week, imposing a 10 percent tariff for aluminum and a 25 percent tariff for steel. The announcement was met by a tumble in the stock market and a chorus of voices calling the move a big mistake and very disruptive to global supply chains.

By |2019-06-14T11:03:21-07:00March 5th, 2018|Blog, Uncategorized|

Disruptive Supply Chain Intelligence Update

Welcome to GLDPartners weekly feature, Supply Chain Intelligence Report, where we highlight important topics and articles that present the tactics and strategies that companies and industry sectors are using to adjust to the onslaught of change in the current age of supply chain disruption.

By |2019-06-14T11:03:22-07:00February 26th, 2018|Blog, Uncategorized|

GLDPartners’ Weekly Supply Chain Intelligence Report

In every part of our lives today we hear about the age of disruption and the breakneck acceleration of technology and innovation and its transformative impact on industries of all types.  At the heart of each industry’s reaction to change is their supply chain and distribution network strategy.  After all, if goods cannot be moved [...]

By |2018-02-23T14:19:32-07:00February 23rd, 2018|Blog, Uncategorized|

Electronics Supply Chains in the US Are About to Get a Big Boost.

The Wall Street Journal is reporting that Taiwan’s Foxconn, Samsung Electronics Company and LG Electronics are all poised to make big investments in the United States. Foxconn Technology Group is preparing to decide on one of seven states where it plans to spend some $10 billion to expand its contract manufacturing operations, a move that will draw in Foxconn’s huge network of suppliers and parts distribution.

By |2017-07-20T21:13:36-07:00July 12th, 2017|Blog, Uncategorized|

ANC Pursuing CEIV Pharma Certification for Clinical Trial Supply Logistics Market

Congratulations to Ted Stevens Anchorage International Airport (ANC) for once again earning several Air Cargo Excellance Awards. Created in 2005, these awards are based on the results of the exclusive, anonymous Air Cargo Excellance survey that is carried out and published annually by Air Cargo World. Airports are judged by forwarders, cargo agents, and third party logistics providers on an airport’s performance, facilities, and value.

By |2017-07-31T23:08:05-07:00April 17th, 2017|Blog, Uncategorized|

GLDPartners Visits Sheridan Wyoming

Early in December GLDPartners visited Sheridan Wyoming to collaborate with the economic development entity Forward Sheridan and its community partners to assess the Sheridan economic development investment attraction opportunity, particularly in terms of tech-related manufacturing.

By |2017-01-06T14:09:13-07:00January 6th, 2017|Blog, Uncategorized|

Aerospace Consolidation Continues

The WSJ is reporting that Rockwell Collins Inc. has entered into an agreement to buy B/E Aerospace Inc. for 6.4 billion. This acquisition will unite two of the global aerospace industry’s largest suppliers. Today, aerospace is a highly concentrated industry, dominated by a small number of large firms that are supported by a large number of smaller contractors. Consolidation is now the norm for aerospace providers. The sector is a capital intensive and high-value added industry. Profitability depends a great deal on technical expertise, innovation and the ability to accurately price long-term contracts for programs that may take years to design, develop and build.

By |2019-06-14T11:04:09-07:00October 24th, 2016|Blog, Uncategorized|