The article highlights key developments in global supply chain dynamics, including the UK-India trade deal focused on clean energy and industrial collaboration, Coupa's role at PSC LIVE London, J.P. Morgan's partnership with FedEx to optimize working capital, Switzerland's response to U.S. tariffs, and Embraer's digital transformation to strengthen supply chain resilience.

June 2025 wholesale inventory data shows a 0.1% increase in durable goods inventories, reversing a May decline, with computer equipment and professional equipment sectors stabilizing. Nondurable goods inventories rose 0.3%, while services PMI data highlights strategic inventory management amid geopolitical uncertainties. The data signals potential retail recovery and GDP growth, with implications for industrial and tech sectors like semiconductors, data centers, and logistics.

FedEx Corp. declared a quarterly cash dividend of $1.45 per share, payable on October 1, 2025, to stockholders of record on September 8, 2025. The company, with $88 billion annual revenue, provides global transportation, e-commerce, and business services, and aims to achieve carbon-neutral operations by 2040.

GXO Logistics is set to report Q2 earnings, having previously beaten revenue and earnings estimates. Analysts expect revenue growth to slow to 9% YoY, while peers like C.H. Robinson Worldwide and FedEx show varied performance. GXO's stock has declined 3.7% in the last month, with a price target of $56.71.

Expeditors, a logistics and freight forwarding company, reported Q2 earnings that exceeded analysts' revenue expectations by 3.6% year-on-year, with revenues of $2.67 billion. The company also beat EBITDA and adjusted operating income estimates. Analysts expect flat revenue for the upcoming earnings, while peers like C.H. Robinson Worldwide and FedEx showed mixed results in their Q2 reports.