Walmart E-Commerce Tops $150B, Falling Container Rates & GXO Logistics Automation | Morning Minute

Welcome to the Friday, February 20th edition of the Freight Waves Morning Minute, where we break down today's biggest supply chain and logistics stories. We kick off this episode by discussing Walmart's massive retail milestone, as the company's e-commerce segment has successfully turned profitable and officially surpassed $150 billion in sales.

Next, we examine the ongoing market correction in the global shipping industry, highlighted by the continuous drop in Trans-Pacific container rates. Shippers are currently waiting to see how the market settles following the Lunar New Year, as shifting demand and increased vessel capacity drive freight costs down.

Finally, we explore how GXO Logistics expects significant demand growth across its North American operations as a result of heavy investments in supply chain automation. By utilizing advanced robotics and artificial intelligence, the company anticipates stronger profit margins and improved warehouse efficiency moving into 2026.

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