Supply Chain Research

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Supply Chain Edge: The new Vietnam

April 21, 2023

Thailand might be the next computer supply chain hub, although there will be a fight to displace mainland China as the main exporter and beat Mexico and Vietnam as rapidly expanding centers. We published new research this week looking at downturn-era supply chain strategies among the global to... Read more →

Supply Chain Edge: Slower, steadier and smoother

April 14, 2023

Evidence from US seaborne imports shows that supply chain activity continues to slow, further reducing pressure on supply chains. US containerized imports fell by nearly a quarter in March versus a year earlier, led by consumer durable goods. The S&P Global PMI for manufacturing supplier deliv... Read more →

Rapid apparel reshoring: Alternatives to sourcing from Myanmar

April 3, 2023

Uniqlo-owner Fast Retailing’s exit from manufacturing in Myanmar is reportedly due to elevated political risks. Myanmar’s share of apparel imports to the EU, Japan and the US has stalled at 2.1% following the 2021 coup d’etat. Alternative supplier locations, which include: similar or larger ap... Read more →

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Supply Chain Edge: Athleisure swims after flying

March 31, 2023

Athleisure apparel supply chains are changing rapidly, both in terms of tactical measures, such as the use of air freight discussed by Lululemon, and strategic decisions regarding regional sourcing. Apparel supply chains are in flux more broadly, with new subsidies from the government of India... Read more →

Adidas tackles Vietnam challenge with regional reallocation, reduced inventories

August 12, 2021

Adidas reported Q2’21 revenue growth in North America of 86.6% year over year in Q2’21. U.S. seaborne imports linked to the firm meanwhile only increased by 22.3% over the same period with an acceleration to 35.0% in July. That lag versus sales drove the firm to dip into its inventories. The f... Read more →

Pandemic risks renewed for apparel-makers as Bangladesh locks down

July 22, 2021

The government of Bangladesh has closed most economic activity including factories for two weeks from July 23 following a worsening of the COVID-19 pandemic. That also comes as factory production in Vietnam is being curtailed due to staff shortages. The two countries together accounted for 27.... Read more →

H&M, Levi Strauss face disruptions from renewed lockdown in Bangladesh

June 28, 2021

The government of Bangladesh will launch a stay-at-home lockdown for the whole population from July 1 which will last for seven days to tackle a new COVID-19 outbreak. While primarily a human tragedy, the lockdown may also have a knock-on effect to supply chains connected to the country. Expor... Read more →

Levi Strauss cuts straight through logistics challenges, hikes prices

April 9, 2021

Levi Strauss reported FQ1’22 (to Feb. 28) revenues which fell by 13.3% year over year due to pandemic-related store closures. Analysts had expected revenues to drop by 17.3% while Panjiva’s data shows U.S. seaborne imports linked to the firm declined by 6.9% over the same period. The firm may ... Read more →

Athleisure, Pakistan the winners as apparel trade loses ground

February 22, 2021

The apparel industry has been left behind in the recent recovery in U.S. retail sales. This report looks at recent trends in categories and supply chains underpinning that setback. U.S. seaborne imports of apparel, footwear and textiles fell by 1.6% year over year in January after rising by 9.... Read more →

Tanks not suits, throws not sweaters – Q3’20 apparel scorecard

October 8, 2020

The apparel and textiles industry appears to be emerging from the worst of the effects of the COVID-19 pandemic. Total U.S. seaborne imports of apparel, footwear and textiles increased by 0.8% year over year in September, the first increase in a year. Yet, shipments of apparel and footwear wer... Read more →

Supply Chain Research

Showing research about Bangladesh