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

Business Sentiment 220 China 3051 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1250 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 518 Corp - Shipping 1028 Earnings 759 European Union 881 India 552 Info Tech - Comms Equip 263 Info Tech - Tech Hardware 864 Mode - Containerized 1524 Mode - Seaborne 1845 South Korea 605 Trade Balance 935 Trade Deals 1017 U.S. 5402

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 par...

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