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 220 Canada 532 China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Cons. Discr. - Durables 585 Cons. Discr. - Retailing 525 Corp - Ports 922 Earnings 761 European Union 890 Industrials - Aero/Defense 206 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Japan 638 Materials - Chemicals 280 Materials - Construction 121 Materials - Metals/Mining 803 Metals - Aluminum 275 Metals - Steel 548 Mode - Rail 121 Mode - Seaborne 1853 South Korea 609 Taiwan 237 Tariffs 1878 Turkey 74 U.S. 5418

• 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)...

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