Ravi Shanker

Ravi Shanker, Morgan Stanley's Freight Transportation and Airlines Analyst, and Chris Snyder, an expert in U.S. industrials, share insights from a recent industrials conference. They reveal a surprising optimism in investor sentiment, fueled by advances in freight transportation and the influence of AI in data centers. Also discussed is the resilience of the airline industry, which is seeing robust demand despite challenges in the consumer goods sector. The duo highlights a shift in consumer focus towards services over goods.

Guests Ravi Shanker and Alex Straton from Morgan Stanley talk about surprising parallels between fashion retail and airlines, discussing common challenges like brand attrition and consumer spending. They explore successful turnaround strategies in fashion retail and how they can be applied to the airline industry, emphasizing customer targeting, product evolution, and digital transformation.

Unboxing the latest trends in parcel transit times and systems in the U.S. Trending towards faster e-commerce delivery to meet consumer impatience. Shift from long-distance air transit to ground transportation for cost-effective same-day delivery.