U.S. Retail, Transportation & REITs: Barclays 5th Annual Supply Chain Summit Takeaways

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U.S. Retail, Transportation & REITs: Barclays 5th Annual Supply Chain Summit Takeaways

Equity Research

23 June 2026

U.S. Retail, Transportation & REITs

Barclays 5th Annual Supply Chain SIGNATURE

Summit Takeaways

Our 2026 Supply Chain Summit came at a pivotal moment, U.S. Specialty Retail, Apparel & Footwear

with geopolitical conflict impacting global trade and AI POSITIVE

powering data center investment. Our boots-on-the-ground NorthPOSITIVEAmerica Transportation

agenda offered first-hand exposure to supply chains, U.S. Broadlines, Hardlines & Food Retail

distribution centers, data centers, and port operations. NEUTRAL

U.S. REITs

NEUTRAL

U.S. Specialty Retail, Apparel &

5th Annual Supply Chain Summit Event Summary and Schedule Footwear

Adrienne Yih

We hosted investor events in Los Angeles, California, and Long Beach, California, on

+1 212 526 5257

June 8, 2026 and June 9, 2026. Our event schedule consisted of: 1) an American adrienne.yih@barclays.com

Tower Corp (AMT) site visit to CoreSite LA2/LA3 data centers; 2) a Ryder System Inc BCI, US

(R) site visit to 450k sq ft robotic-enabled e-commerce fulfillment center; 3) a Jones

Lang LaSalle Inc (JLL) Q&A with Amber Schiada, Head of Work Dynamics Research for North America Transportation

the Americas at JLL; and 4) a keynote dinner and presentation led by the CEO of the Brandon R. Oglenski

+1 212 526 8903 Port of Long Beach (POLB), Dr. Noel Hacegaba.

brandon.oglenski@barclays.com

BCI, US

Brendan Lynch, CFAGlobal Trade & Supply Chain Key Investor Takeaways

+1 212 526 9428

Our keynote address was a dinner presentation by Dr. Hacegaba, CEO of Port of Long Beach, brendan.lynch@barclays.com

who provided a high-level view of the state of global trade and supply chains. Key investor BCI, US

takeaways included the following:

U.S.