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 118 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Consumer Staples 818 Corp - Ports 922 Corp - Shipping 1042 Earnings 761 Energy - Conventional 478 Energy - Natural Gas 169 European Union 890 India 563 Info Tech - Tech Hardware 877 Israel 31 Materials - Chemicals 280 Materials - Metals/Mining 803 Mexico 931 Mode - Containerized 1535 Mode - Rail 121 Mode - Seaborne 1853 Mode - Truck 75 Pakistan 28 South Korea 609 Theme - Canals 143 Trade Deals 1020 U.S. 5418 United Kingdom 393

• 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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