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Guess? and PVH navigate supply chain disruptions

China 2778 Cons. Discr. - Apparel 419 Cons. Discr. - Retailing 376 Earnings 587 Quote Watch 354 U.S. 4947

PVH and Guess? reported FQ4’21 earnings that have provided insights into how firms are dealing with logistics congestion as well as the ongoing impact from the pandemic. Both firms noted disruptions to their supply chains in the three months to Jan. 31. Guess CEO Carlos Alberini stated disruptions occurred “both to sourcing and transportation”. PVH’s CFO, Michael Shaffer, was somewhat upbeat noting the firm’s “outlook does not contemplate further supply chain disruptions” with only a minimal impact from the Suez Canal blockage. The firms’ supply chain activities have taken divergent rout...

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