Supply Chain Research

U.S. retail sales growth slowed in February while imports of most consumer discretionary goods continued to soar, raising the risk of a surge in inventories. General Motors is simplifying its products in response to semiconductor shortages. Also: Dorel, Specialized face uphill struggle meeting demand as costs climb; Trade price inflation hits series record as materials prices, Chinese imports surge; Maersk’s vaccines-by-sea service could deliver Quad’s program; U.K. Indo-Pacific tilt brings India, ASEAN trade opportunities and China risks; and chips, earthquake to blame for Japan’s expor...