supply chain management
The big summer air show is days away. Farnborough week means headlines. These headlines will trumpet a resilient industry with apparently inelastic demand. Remember, orders are plans and hopes. But delivering on those plans is another matter.
But what does the data tell us about the industry YTD? More specifically, the duopoly? Because duopoly performance reflects supply chain performance. And that has been a perennial issue since the pandemic. If the duopoly is doing better, that’s because the supply chain is, too.
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