Most supply chain discussions get bogged down in hype and theoretical buzzwords. In this episode, they get stripped back to reality. In this debut episode of The Collective on Supply Chain Now, a powerhouse panel of battle-proven commerce veterans comes together to dive deep into the forces currently reshaping the global trade landscape. The panel features Kim Reuter (Chief Advisor and Leader at CSG Consulting), Derreck Travers, Jack Mowreader (Founder & Principal at Ascendant Business Solutions), and Kerry Gibson-Morris (VP of Global Sourcing & Product Development at BDA, LLC). Drawing on their extensive experience building foundational programs at Amazon and scaling operations across air cargo, trucking, luxury retail, and finance, the team breaks down the critical shifts in modern supply chain management and where the industry is heading next. Kerry kicks off the conversation with a frank look at AI in smart sourcing, warning against the trap of treating technology as a total labor replacement rather than a strategic amplifier. She emphasizes the critical need for "checking the checker," maintaining strict data hygiene, and exercising executive oversight to avoid costly operational mistakes. Jack pivots the focus to the financial volatility of modern trade, breaking down how rapid tariff changes, shifting de minimis policies, and shorter planning cycles are forcing companies to abandon hyper-lean "just-in-time" models in favor of strategic safety stock and bonded warehousing. Finally, Derreck unpacks the massive wave of industry consolidation, highlighting CMA CGM's acquisition of FedEx's supply chain unit, and analyzes why M&A deals often fail to deliver customer value, drive up costs, and open doors for nimble market disruptors. If you're looking for an unvarnished, real-world breakdown of where supply chain, leadership, and modern trade are actually heading, this conversation earns its time. Jump into the conversation: (00:00) Intro (02:44) Introducing The Collective (05:15) AI and smart sourcing (11:22) Checking the checker: Data integrity & oversight (14:39) The financial risks of AI (17:08) Tech hype vs. system architecture (21:06) Tariff volatility and financial risks (27:36) Domino effects in alternative sourcing markets (28:47) Re-evaluating just-in-time inventory (32:46) Foreign trade zones and bonded warehousing (34:16) Carrier consolidation (CMA CGM & FedEx) (38:19) What industry consolidation means for e-commerce (49:53) Looking ahead: agentic commerce Additional Links & Resources: Connect with Kim Reuter: https://www.linkedin.com/in/kimberly-reuter-csg/ Learn more about CSG Consulting: https://www.clarityscalegrowth.com/ Connect with Derreck Travers: https://www.linkedin.com/in/derrecktravers/ Connect with Jack Mowreader: https://www.linkedin.com/in/jmowreader/ Learn more about Ascendant Business Solutions: Connect with Kerry Gibson-Morris: https://www.linkedin.com/in/kerry-gibson-morris-179453/ Learn more about BDA, LLC: https://www.bdainc.com Learn more about our hosts: https://supplychainnow.com/about Learn more about Supply Chain Now: https://supplychainnow.com Watch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-now Subscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/join Work with us! Download Supply Chain Now’s NEW Media Kit: https://supplychainnow.com/media-kit/ WEBINAR- From Volume to Resilience: How Automotive Supply Chains Are Adapting to a New Market Reality: https://bit.ly/4f6SUGA WEBINAR- The Automotive Industry’s Next Digital Breakthrough: https://bit.ly/4vhUwT4 WEBINAR- From Disruption to Stability: Building Resilient Logistics Solutions in a Rapidly Changing Global Market: https://bit.ly/3TguZMt This episode was hosted by Kim Reuter and produced by Trisha Cordes, Joshua Miranda, and Amanda Luton. For additional information, please visit our dedicated show page at: https://supplychainnow.com/introducing-collective-1617 The content in this episode, including all audio, videos, visuals, and graphics, is the property of Supply Chain Now and is protected by copyright law. Unauthorized use, reproduction, distribution, modification, or re-uploading of this content in any form is strictly prohibited without explicit written permission from Supply Chain Now. For licensing inquiries or permissions, please contact us at production@supplychainnow.com © 2026 Supply Chain Now. All rights reserved. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.