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Supply Chain by the Numbers

Feb. 26, 2026

Supply Chain by the Numbers for Feb. 26, 2026

US Q4 GDP Growth is Weak. Apple to Go On US-Made Chip Binge. Walmart is no Longer Number 1. Port of New York Ocean Terminal Said to be for Sale for Big Bucks


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$717 Billion
That was Amazon’s total 2025 revenue, propelling it over Walmart as the world’s largest company. Walmart this week announced its sales were $713 billion in the past year. That broke Walmart’s 13-year streak at the top of the list. We believe Walmart took the crown from Exxon Mobile. But note that although the two companies are significant competitors in consumer retail, Amazon’s revenue growth in cloud computing, advertising and other businesses helped it overtake Walmart. For example, Amazon brought in nearly $129 billion in sales last year from its Amazon Web Services division. So Walmart remains for now the world’s largest retailer.

100 Million+

That amazingly is the number of computer chips Apple plans to buy from Taiwan’s TSMC Arizona this year, said David Tom, its global head of procurement. “We’re buying as much of the output of this fab as we can,” he said, referring to the fabrication plant, according to the Wall Street Journal in an article this week. Apple is seeking to diversify its supply chain, score tariff exemptions and answer the call of two presidents to help the US reduce its dependency on foreign suppliers for the foundational technology of the modern economy. TSMCA itself is constructing the Arizona site, planning to spend $165 billion to build six chip plants and more, making it one of the largest construction projects in the US. The full construction site 2½ times the size of New York City’s Central Park, with US hopes of revitalizing a crucial industry.



1.4%
That is the annualized rate of real GDP growth in Q4 real GDP, as announced by the Commerce Department late last week. That figure was well below the Dow Jones estimate for a 2.5% gain. However, the department estimated that the government shutdown, which ran through the first half of the quarter, probably took about 1 percentage point off economic growth, though it added that the exact impacts “cannot be quantified.” While Trump blamed the shutdown, the Commerce Department said the deceleration in GDP, which grew at a 4.4% rate in the third quarter, was the result in a pullback in consumer spending and exports, as well as the impact from the government closure that ran from Oct. 1 to Nov. 12.



$3 Billion+
That apparently is the going price for Maher Terminals, a 450-acre site at the Port of New York and New Jersey, according to people familiar with the pending sale process that recently spoke with the Wall Street Journal. It is biggest container-handling facility at America’s busiest East Coast port. The current owner, Australia-based Macquarie Asset Management, hasn’t launched an official sale process, but a person familiar with the discussions says talks with prospective buyers are accelerating after Macquarie recently secured a 33-year lease extension for the terminal. The Journal reports that terminals are particularly sought after by ocean carriers looking to spend billions of dollars in Covid-era profits and to take greater control over their cargo movements. Today, carriers own or have a 50% stake in four of New York-New Jersey’s five terminals, leaving Maher Terminals, at Elizabeth, N.J., as the last facility not under carrier control.

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