Supply Chain Edge: Smoothed chains, popped stocks — Panjiva

Supply Chain Research

Supply Chain Edge: Smoothed chains, popped stocks

Ags - Fruit/Veg 131 China 2933 Cons. Discr. - Apparel 466 Cons. Discr. - Autos 1138 Cons. Discr. - Durables 477 Cons. Discr. - Retailing 440 Earnings 693 European Union 793 India 478 Info Tech - Comms Equip 195 Info Tech - Tech Hardware 755 Materials - Chemicals 213 Materials - Metals/Mining 721 Metals - Aluminum 233 Metals - Steel 490 Mexico 857 Sanctions 143 U.S. 5276

Our second-quarter 2023 outlook report finds that 2023 is proving to be a year of normalization for supply chains, but we are not quite there yet and significant corporate strategy (inventory and reshoring) and government policy uncertainties will take at least the rest of the year to play out. Demand for toys is falling, leading Funko and GameStop to cut inventories (literally in one case). Sneaker makers, including Nike and On, and office furniture firms MillerKnoll and Steelcase face similar, but less extreme, challenges.
In technology, Apple wants labor rule changes in India, w...

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