US retail inventories hit new heights, and probably caused early transpac peak
In a warning to container shipping lines serving North America that the hitherto strong demand ...
WTC: BACK UPDHL: SUPPLY CHAIN LEADS BUT FORWARDING LAGSDSV: BOND PACKAGECAT: INVENTORY RANGECAT: CHINA STIMULUS VIEWCAT: SLUGGISH CYCLE HITSCHRW: STRONG INTERIMSDHL: GUIDANCE UPDATEXPO: EARNINGS BEAT VALUE ALIGNMENTXPO: MORE ON ELASTICITY OF DEMAND VS PRICEXPO: DIVESTMENT ON THE RADARXPO: YELLOW TAILWINDXPO: OUTLOOKXPO: CONF CALLDSV: STRONG TRACTIONCHRW: CHICKENS COME HOME TO ROOSTMAERSK: AHEAD OF NUMBERSXPO: STRONG RELEASE XPO: RALLY MODE ON
WTC: BACK UPDHL: SUPPLY CHAIN LEADS BUT FORWARDING LAGSDSV: BOND PACKAGECAT: INVENTORY RANGECAT: CHINA STIMULUS VIEWCAT: SLUGGISH CYCLE HITSCHRW: STRONG INTERIMSDHL: GUIDANCE UPDATEXPO: EARNINGS BEAT VALUE ALIGNMENTXPO: MORE ON ELASTICITY OF DEMAND VS PRICEXPO: DIVESTMENT ON THE RADARXPO: YELLOW TAILWINDXPO: OUTLOOKXPO: CONF CALLDSV: STRONG TRACTIONCHRW: CHICKENS COME HOME TO ROOSTMAERSK: AHEAD OF NUMBERSXPO: STRONG RELEASE XPO: RALLY MODE ON
US apparel and footwear businesses are facing a tariffs headwind that will see their focus directed to sourcing rather than selling. Speaking to Bloomberg, chief executive of Columbia Sportswear Tim Boyle said the ongoing trade war between China and the US had been “very disruptive” for business. The forced focus on sourcing is expected to hit sales despite the company being “quite adept” at moving production around to “take advantage” of the tariffs. Even so, Just Style notes Mr Boyle’s concerns that with others shifting production to the markets Columbia uses, the price it pays for goods would likely climb.
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