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Logistics

American Eagle is spending big to better own the supply chain

The retailer is buying Quiet Logistics for $350 million, its second acquisition this year in the space.
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Francis Scialabba

less than 3 min read

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Retail Brew delivers the latest retail industry news and insights surrounding marketing, DTC, and e-commerce to keep leaders and decision-makers up to date.

It’s always good to have a backup. At least, that’s the approach American Eagle Outfitters is taking to tackle the supply-chain crisis.

AEO is buying Quiet Logistics, a digital fulfillment operator, for $350 million, the Wall Street Journal reported.

  • The Massachusetts–based startup, which currently has eight fulfillment centers across the US, offers same-day and next-day shipping options. It uses a mix of workers and robots to complete orders.
  • The acquisition is AEO’s second of the year in the space: It purchased logistics firm AirTerra in May.

“Supply chain is becoming more of a consumer-facing activity,” Shekar Natarajan, AEO’s chief supply-chain officer, said to the WSJ. “And in that world, you need to basically have consistency and control of your experience.”

Zoom out: “Shippers and fulfillment networks have been signaling for months that 2021’s holiday season will be even more constrained than 2020,” Jason Murray, CEO of e-commerce logistics company Shipium, told Retail Brew. “Major national retailers like AEO are frantically looking for alternatives to handle projected shipping volumes.”

  • Big names like Walmart, Target, and Home Depot are facing the crisis head-on—and even chartering ships to stay ahead of the situation.

Murray noted AEO’s acquisition is a smart move, but he’s interested in what comes in 2022: “How it translates into a new revenue-generating line of business after the holidays is an exciting development to watch.”

+1: Under Armour cited the actual shipping of goods as its biggest concern when it reported Q3 earnings yesterday.—JS

Retail news that keeps industry pros in the know

Retail Brew delivers the latest retail industry news and insights surrounding marketing, DTC, and e-commerce to keep leaders and decision-makers up to date.