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When the US–China tariff truce news came through last month, I spent the afternoon on the phone
When the US–Ch ina tariff truce news came through last month, I spent the afternoon on the phone telling customers more or less the same thing: let's finish your orders and get them on the water now, not in six weeks. The reasoning was pretty boring. A truce means everyone front-loads. Front-loading spikes demand. And carriers don't sit still for that — blank sailings, rate increases stacked ahead of peak season. The capacity doesn't really vanish. It gets pulled on purpose.

James Ryan
Jun 31 min read


A Color Launch Is Never Just a Color Launch — Reading SMEG's "Moonlight" as a Sourcing Signal
When SMEG announces its Color of the Year, my inbox tends to light up within two weeks. Buyers ask the same question in different words: "Can we do something like this?" So when SMEG USA unveiled Moonlight for 2026 — a warm matte neutral, debuting first on the Retro-Style Kettle, Drip Coffee Machine, and 2-Slice Toaster — I read it the way I read most launches from category leaders: as a forward indicator for what private-label and mid-market buyers will be asking for in 6 to

James Ryan
May 72 min read


What can we learn from a company growing at 20% in a stagnant market? 🚀
The small appliance industry has averaged 1% growth over the last 17 years. Yet, SharkNinja has been growing at a CAGR of 20%. I was reading about their strategy today, and one story stuck with me: Engineers went into consumers' homes and watched them vacuum. They saw people flipping their vacuums over and using scissors to cut tangled hair off the brush roll. Consumers thought this was "normal." SharkNinja saw it as an opportunity. 18 months later, the "Anti-Hair Wrap" vacuu

James Ryan
Jan 261 min read
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