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 530 China 3051 Cons. Discr. - Apparel 531 Cons. Discr. - Autos 1250 Cons. Discr. - Durables 575 Cons. Discr. - Retailing 518 Corp - Ports 910 Earnings 759 European Union 881 Industrials - Aero/Defense 204 Info Tech - Comms Equip 263 Info Tech - Tech Hardware 864 Japan 631 Materials - Chemicals 273 Materials - Construction 120 Materials - Metals/Mining 794 Metals - Aluminum 270 Metals - Steel 543 Mode - Rail 120 Mode - Seaborne 1845 South Korea 605 Taiwan 231 Tariffs 1869 Turkey 74 U.S. 5402

• 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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