Supply Chain Edge: Back to school sprint, CS3D risks, Pixel’s focus — Panjiva
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Supply Chain Edge: Back to school sprint, CS3D risks, Pixel’s focus

Business Sentiment 216 Canada 504 China 3000 Cons. Discr. - Apparel 512 Cons. Discr. - Autos 1207 Cons. Discr. - Durables 534 Cons. Discr. - Retailing 487 Corp - Ports 893 Earnings 744 European Union 845 Industrials - Aero/Defense 199 Info Tech - Comms Equip 246 Info Tech - Tech Hardware 825 Japan 616 Materials - Chemicals 255 Materials - Construction 117 Materials - Metals/Mining 767 Metals - Aluminum 257 Metals - Steel 529 Mode - Rail 119 Mode - Seaborne 1819 South Korea 594 Taiwan 221 Tariffs 1819 Turkey 70 U.S. 5348

• In new research this week we dig into the prospects for the back-to-school season and expect retail sales to grow 3.6% year over year in real terms, supported by a 7% jump in imports of kids apparel and a 15% surge in school supplies.
• Elsewhere in consumer goods: The Home Depot Inc. has an interest problem; Nike Inc. faces challenges in Turkey; On Holding AG runs into a headwind; and hazardous materials cause an explosion.
• In more new research we dig into the big four supply chain regulations in Europe, focussing on the Corporate Sustainability Due Diligence’s (CS3D) po...

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