The retail industry has suffered an extended collapse in demand due to COVID-19, which is still reverberating through supply chains. Uniqlo expects the downturn to take quite some time while Muji is in financial duress. Also: LVMH may need price hikes, Italy shift as digital tariff war gets underway; Bike helmets avoid tariffs, cross small COVID-19 dip; Brazilian wood boosts Houston as U.S. ports struggle to recover; China trade pickup doesn’t preclude continued trade war worries; and China customs checks lengthen on COVID-19 inspections.
Supply Chain Research
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