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 115 China 3053 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1251 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 519 Consumer Staples 807 Corp - Ports 911 Corp - Shipping 1030 Earnings 759 Energy - Conventional 469 Energy - Natural Gas 164 European Union 882 India 553 Info Tech - Tech Hardware 866 Israel 29 Materials - Chemicals 273 Materials - Metals/Mining 796 Mexico 929 Mode - Containerized 1525 Mode - Rail 120 Mode - Seaborne 1846 Mode - Truck 75 Pakistan 27 South Korea 605 Theme - Canals 141 Trade Deals 1017 U.S. 5404 United Kingdom 391

• 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 Genera...

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