Supply Chain Edge: Athleisure close to achieving balance — Panjiva
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Supply Chain Edge: Athleisure close to achieving balance

Business Sentiment 220 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Corp - Shipping 1042 Earnings 761 European Union 890 India 563 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Mode - Containerized 1535 Mode - Seaborne 1853 South Korea 609 Trade Balance 935 Trade Deals 1020 U.S. 5418

Athleisure is typical of the apparel industry in still trying to achieve balance between inventory and sales, but Lululemon appears to have found a successful formula as supply chains normalize. The personal computer sector is stuck in a period of inventory normalization in the face of sliding sales, with two major suppliers in apparent disagreement as to when a recovery in demand will return. Smartphone demand is also down, but Foxconn is still preparing for the annual seasonal surge in shipments. Global manufacturing supplier delivery times are at their best since April 2009, in par...

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