US Retail Sales Canada Retail Sales Transportation Commodity Index Producer Price Index Wholesale Price/Canada Wholesale Price/USA Business Inventory/USA

1. Supply Chain – North
America – Jan 16 and Feb 16
By: Paul Young, CPA, CGA

2. Disclaimer
• This presentation is one opinion on Supply Chain

3. Paul Young - Presenter
Bio
• CPA/CGA
• 25 years of experience in Academia, Industry and Financial solutions
• Youtube Channel -
https://www.youtube.com/channel/UCAArky1bAXPSuV2NLtUnyLg

4. Agenda
• US Retail Sales
• Canada Retail Sales
• Transportation
• Commodity Index
• Producer Price Index
• Wholesale Price/Canada
• Wholesale Price/USA
• Business Inventory/USA

5. Commodity Index

6. Class 8 Truck Sales/Distribution

7. Retail Sales – January 2016 - USA
• The U.S. Census Bureau announced today that advance
estimates of U.S. retail and food services sales for February,
adjusted for seasonal variation and holiday and trading-day
differences, but not for price changes, were $447.3 billion, a
decrease of 0.1 percent (±0.5%)* from the previous month,
and 3.1 percent (±0.7%) above February 2015.
• Total sales for the December 2015 through February 2016
period were up 2.9 percent (±0.5%) from the same period a
year ago.
• The December 2015 to January 2016 percent change was
revised from up 0.2 percent (±0.5%)* to down 0.4 percent
(±0.3%).
• Retail trade sales were down 0.3 percent (±0.5%)* from
January 2016, and up 2.7 percent (±0.5%) from last year.
• Building material and garden equipment and supplies dealers
were up 12.2 percent (±2.5%) from February 2015, while
gasoline stations were down 15.6 percent (±1.6%) from last
year.

8. Retail Sales - Canada
• Automotive sales up 4.8% from December 2015 and 15.7% from January 2015
• Building supply stores up 3% from December 2015
• Food Stores are flat from December 2015

9. ATA Truck Tonnage Index

10. Producer Price Index / United States

11. US Business Inventories

12. Wholesale Sales / USA Economists, though, are not
particularly concerned that
the high inventory-to-sales
ratio may signal a recession,
noting that the increase had
been fueled by a rise in the
stocks of nondurable goods
like drugs, paper, and farm
products.

13. Wholesale Sales/Canada
• Strong Housing Starts
• Warm spring start of
construction projects
• Strong manufacturing
sales

14. Retail Store Closures

15. Ecommerce

16. Issues facing retail sales
• Strong United States Dollars
• Taxation policies (payroll taxation, sales tax, etc.)
• Carbon Pricing
• Trade Deals
• Movement to eCommerce