Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply chains are bifurcating, with bikes and fitness equipment experiencing a downturn and winter and other sports equipment improving. In trade policy, tensions between South Korea and Japan are waning, simplifying electronics supply chains. Germany is tightening telecom rules, and the Netherlands is joi...
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