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Supply Chain by the Numbers

Feb. 12, 2026

Supply Chain by the Numbers for Feb. 12, 2026

Amazon Strong 2026 Results. December Retail Sales. DOT Operation SafeDRIVE Nails lllegal Trucks, Drivers


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31%
That was Amazon rise in net income in 2025, to $77.7 billion, up nicely from 2024, according to the on-lie giant’s Q4 earnings report late last week. Overall, and working off a very large number, net sales increased 14% to $213.4 billion, compared with $187.8 billion in Q4 2024. For all of 2025, revenue was up a strong 12% to $716.9 billion in 2025, compared with $638.0 billion in 2024. The year-over-year growth in Amazon’s on-line store sales was a strong 10% to $ 269.1 billion in 2025 versus 2024. That continues solid growth in the metric in the last few quarters at Amazon after a year of flat or even slight declines in that measure. In 2025, service sales, including its third-party fulfillment and shipping services as well as its AWS web services unit, were 58.7% of total revenue , versus just 41.3% for product sales.

2000

That’s about how many trucks and driers were removed from the highway in January by a US DOT safety crackdown referred to as Operation SafeDRIVE. According to US DOT officials, inspectors completed over 8,000 inspections during the three-day program. Hundreds of drivers and just over 1,200 vehicles were taken off the road because of violations. Additionally, dozens of arrests were made across the country. The operation took place Jan. 13-15 across 26 states and Washington, DC. The DOT targeted main trucker routes with higher car accident risks. 500 drivers were cited for lack of English proficiency, while officials said more than 1,200 unsafe vehicles that had “no business on the highway” were removed.



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That was the disappointing change in December retail sales during the critical holiday sales month, well below the consensus forecast of 0.4% growth versus November. On an annual basis, sales rose 2.4%, failing to keep up with inflation, as the consumer price index for December posted a 2.7% increase. So “real” retail sales actually fell in the month. Consumer activity slowed sharply for the December holiday shopping season amid a spate of rough weather, tariff impact and persistently higher inflation, the Commerce Department reported Tuesday. CNN wrote on the news that “The US economy’s engine may be starting to sputter, as Americans’ paychecks lose steam and their debt becomes even more unwieldy.”



140 and Counting
That is the current number of humanoid robot companies currently operating in China. That according to a Wall Street Journal newsletter this week. The Journal piece says the White House has been working on an executive order aiming to boost the development of the American robotics industry, as the US tries to counter China’s growing dominance in the industry. China enjoys a vast ecosystem of parts suppliers and engineering talent, and firms are starting to produce humanoid robots at scale and introduce them into real-life scenarios in factories, hotels and offices. Beijing has identified “embodied AI”—the fusion of AI with physical systems—as an area China wants to own in the coming five years.

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