Bloomberg Businessweek Bloomberg Businessweek Weekend - October 17th, 2025
Oct 17, 2025
Dan Letter, the President of Prologis, shares insights on rising leasing trends and the importance of data centers for the digital economy. Harmeet Singh from Levi Strauss reveals strategies to navigate tariff pressures while aiming for a $10B revenue target. Daniel Flournis of Fastenal discusses coping with industrial demand shifts and optimizing supply chains amidst tariffs. Meanwhile, Baltimore Mayor Brandon Scott details the city’s violence-reduction strategies and economic development plans. Jamie Magiera from BlackRock addresses the growing influence of women in wealth management.
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Logistics Demand Rebounded With Digital Shift
- Prologis customers shifted from caution to optimism and leased record space, signaling demand recovery in logistics.
- AI and data centers are reshaping logistics as the “digital economy” needs power and proximity to consumers.
Rising Build Costs Raise Replacement Rents
- Rising replacement costs make building new logistics or data center space materially more expensive.
- Labor and construction costs push replacement rent well above current market rents.
Denim Lifestyle Growth Amid Tariff Headwinds
- Levi Strauss raised guidance driven by segmented product lines and strong global demand across channels.
- Tariffs are biting but diversified sourcing and higher-margin channels offset near-term pressure.