Weak demand and slimmer retail margins eat into airfreight spend
Concerns over excess inventories at retailers are misplaced: the real issue is weak demand and ...
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
WTC: RIDE THE WAVEFDX: TOP EXEC OUTPEP: TOP PERFORMER KO: STEADY YIELD AND KEY APPOINTMENTAAPL: SUPPLIER IPOCHRW: SLIGHTLY DOWNBEAT BUT UPSIDE REMAINSDHL: TOP PRIORITIESDHL: SPECULATIVE OCEAN TRADEDHL: CFO REMARKSPLD: BEATING ESTIMATESPLD: TRADING UPDATEBA: TRUMP TRADE
Everything isn’t awesome at Lego. Years of overhauling its supply chain has failed to ensure that it has sufficient numbers of bricks this Christmas in Europe. It makes 72 million every day in Denmark alone, but last month it warned of a shortfall, despite heavy investments. Although this story has been around for a couple of weeks, here, WSJ does a more thorough analysis of the Danish company’s supply chain – and its weaknesses. (If you can’t read the WSJ, try here instead.)
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