Supply Chain Edge: Athleisure close to achieving balance — Panjiva
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Supply Chain Research

Supply Chain Edge: Athleisure close to achieving balance

Business Sentiment 213 China 2992 Cons. Discr. - Apparel 509 Cons. Discr. - Autos 1201 Cons. Discr. - Durables 529 Cons. Discr. - Retailing 483 Corp - Shipping 989 Earnings 739 European Union 841 India 526 Info Tech - Comms Equip 239 Info Tech - Tech Hardware 818 Mode - Containerized 1487 Mode - Seaborne 1817 South Korea 590 Trade Balance 933 Trade Deals 1002 U.S. 5340

Athleisure is typical of the apparel industry in still trying to achieve balance between inventory and sales, but Lululemon appears to have found a successful formula as supply chains normalize. The personal computer sector is stuck in a period of inventory normalization in the face of sliding sales, with two major suppliers in apparent disagreement as to when a recovery in demand will return. Smartphone demand is also down, but Foxconn is still preparing for the annual seasonal surge in shipments. Global manufacturing supplier delivery times are at their best since April 2009, in part o...

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