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Tariffs, Tech, & Transformation: The New Rules of Wholesale Strategy
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In this dynamic episode of Around The Horn in Wholesale Distribution, hosts Kevin Brown and Tom Burton dive deep into the critical shifts happening in the global economy, supply chain volatility, AI’s role in distribution, and how forward-thinking companies are thriving amid uncertainty.
With Kevin just back from Denver following the SHIFT event hosted by Modern Distribution Management and the National Association of Wholesaler-Distributors, the conversation is rich with fresh insights, real-world anecdotes, and actionable takeaways.
From the U.S.–China tariff talks and inflation concerns to the power of brand relevance and emerging AI tools in forecasting, this episode is a must-listen for anyone navigating the evolving distribution landscape.
🎤 Why This Episode Matters:
Kevin returns fresh from SHIFT with first-hand perspective on what’s top-of-mind for distributors and manufacturers in 2025. The episode showcases how leading firms like MSC Industrial are using AI to generate millions in savings, while small and mid-market players are adapting through agility and strategic tech adoption. I
📈 Key Takeaways:
Tariff impacts are real—but the long game matters. Recent 90-day reprieves in U.S.–China tariff negotiations show signs of progress, but the long-term strategy may aim to generate $1T in revenue through tariffs and tech-driven productivity.
Volatility is the new normal. Distributors must build resilience through forecasting accuracy, data unification, and technology investment.
AI is a competitive advantage. Firms like MSC are leveraging AI to reduce freight costs, optimize demand planning, and personalize customer experience.
Your brand is your business. As buyers evolve, your brand’s digital presence and emotional resonance will determine loyalty.
E-commerce and mobile are rising fast. AI-assisted mobile order systems and personalization will separate winners from laggards.
🕰️ Key Topics & Timestamps:
00:00 – Opening banter and Kevin’s SHIFT event recap
05:34 – Why trade tariffs are “working too well” & economic implications
11:15 – Goldman Sachs forecast: Why interest rate cuts may start later
16:45 – Supply chain impacts: How voters and port operators are feeling it
21:22 – Breaking down the $16B in April tariff receipts
27:10 – Manufacturing volatility: Resilience through tech & workforce strategy
34:00 – The danger of static forecasting and the rise of AI-driven demand planning
39:30 – MSC Industrial’s $10–$15M AI savings strategy
45:05 – E-commerce strategy post-Beacon: What QXO’s acquisition means for tech-forward distributors
48:40 – Branding in distribution: More than a logo—it’s your emotional value
52:25 – AI, ethics, and education: What a student’s refund request reveals about IP risk
56:40 – Humanoid robots & AI in warehouses: Closer than you think
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