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

Business Sentiment 205 China 2973 Cons. Discr. - Apparel 496 Cons. Discr. - Autos 1181 Cons. Discr. - Durables 514 Cons. Discr. - Retailing 468 Corp - Shipping 977 Earnings 727 European Union 828 India 512 Info Tech - Comms Equip 225 Info Tech - Tech Hardware 797 Mode - Containerized 1470 Mode - Seaborne 1803 South Korea 579 Trade Balance 932 Trade Deals 1000 U.S. 5319

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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