Supply Chain Edge: Apparel outlook, strike hangover, beer-by-train — Panjiva
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Supply Chain Edge: Apparel outlook, strike hangover, beer-by-train

Chile 109 China 3000 Cons. Discr. - Apparel 512 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Cons. Discr. - Retailing 487 Consumer Staples 775 Corp - Ports 893 Corp - Shipping 992 Earnings 744 Energy - Conventional 452 Energy - Natural Gas 153 European Union 845 India 529 Info Tech - Tech Hardware 825 Israel 24 Materials - Chemicals 255 Materials - Metals/Mining 767 Mexico 896 Mode - Containerized 1490 Mode - Rail 119 Mode - Seaborne 1819 Mode - Truck 75 Pakistan 26 South Korea 594 Theme - Canals 136 Trade Deals 1002 U.S. 5348 United Kingdom 377

• In our latest sector outlook, we find that the apparel industry’s slowdown has led to a reduction in inventories, although there is more to do with 57% of firms still discussing their inventories in a negative light. Risks including strikes and logistics disruptions still face the industry. Elsewhere in consumer goods, shipments of streaming media devices have fallen, while trade data shows those linked to Roku Inc. are improving.
• The knock-on effects of the United Auto Workers (UAW) strike continue to be felt, with Volkswagen AG being the latest to raise wages, while General M...

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