This episode dives deep into the freight market variables at play heading into 2025 Q4. Hosts Teddy Lee Knox and Jesse Juett are joined by special guest Andrew Lynch, Co-founder of Zipline Logistics.
“We’re entering busy season, says Lynch in the episode. “This is the time typically, right? We normally see a peak during Q4 retail season: people start to prep for holiday shopping and start buying more snacks and sodas for tailgates. So, yeah, it should be humming out there.”
“Should be,” said Juett in response, “is the key word. What appears to have happened is some inventories were pulled in, which means the ‘stuff’ is already here. So ocean freight continues to drop. We’ll see what happens on the import side of things.”
“Yeah, there seems to be lag between what economic survey data says and what economic activity actually looks like,” replied Lynch. “I don’t know that I’ve ever seen anything like this. One month, the consumer is feeling down about inflation or their capacity to spend. So the next month, their spending is a bit lower. And then the following month, consumer sentiment polls really high. And then the month after that — sure enough — the consumer doesn’t perform as well as we expected them to. Last I saw, consumer sentiment surveys were pretty positive. So, I’d like to think that will translate to better consumer activity in October and November. But it will be interesting to see how consumer mindset and actual economic data compare.”
Tune in for more updates in the CPG/retail freight market just like this: we’re talking all things tariffs, inflation, holiday spending, and more.
Follow Zipline Logistics: https://linktr.ee/ziplinelogistics
Read more about 2025 Q4: https://ziplinelogistics.com/blog/2025-q4-freight-market-update-predictions/
