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

Business Sentiment 218 China 3026 Cons. Discr. - Apparel 517 Cons. Discr. - Autos 1227 Cons. Discr. - Durables 555 Cons. Discr. - Retailing 502 Corp - Shipping 1014 Earnings 750 European Union 861 India 543 Info Tech - Comms Equip 257 Info Tech - Tech Hardware 845 Mode - Containerized 1510 Mode - Seaborne 1838 South Korea 601 Trade Balance 934 Trade Deals 1009 U.S. 5374

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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