Supply Chain Edge: Athleisure close to achieving balance — Panjiva

Supply Chain Research

Supply Chain Edge: Athleisure close to achieving balance

Business Sentiment 195 China 2949 Cons. Discr. - Apparel 478 Cons. Discr. - Autos 1155 Cons. Discr. - Durables 493 Cons. Discr. - Retailing 450 Corp - Shipping 953 Earnings 707 European Union 803 India 491 Info Tech - Comms Equip 205 Info Tech - Tech Hardware 772 Mode - Containerized 1446 Mode - Seaborne 1780 South Korea 565 Trade Balance 930 Trade Deals 996 U.S. 5293

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 part o...

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