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 528 China 3047 Cons. Discr. - Apparel 530 Cons. Discr. - Autos 1246 Cons. Discr. - Durables 573 Cons. Discr. - Retailing 517 Corp - Ports 908 Earnings 759 European Union 877 Industrials - Aero/Defense 203 Info Tech - Comms Equip 262 Info Tech - Tech Hardware 861 Japan 628 Materials - Chemicals 273 Materials - Construction 120 Materials - Metals/Mining 792 Metals - Aluminum 270 Metals - Steel 542 Mode - Rail 120 Mode - Seaborne 1845 South Korea 605 Taiwan 231 Tariffs 1865 Turkey 73 U.S. 5398

• 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) po...

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