Supply Chain Edge: Yeezy deflates kicks — Panjiva

Supply Chain Research

Supply Chain Edge: Yeezy deflates kicks

Ags - Softs 130 Brazil 383 China 2934 Cons. Discr. - Apparel 467 Cons. Discr. - Durables 478 Cons. Discr. - Retailing 441 European Union 794 Germany 230 India 479 Info Tech - Comms Equip 196 Info Tech - Tech Hardware 756 Japan 583 Malaysia 133 Materials - Metals/Mining 721 Metals - Aluminum 233 Metals - Copper 67 Metals - Steel 490 Mexico 857 Mode - Containerized 1436 Mode - Seaborne 1772 Netherlands 22 Russia 106 Sanctions 143 South Korea 559 U.S. 5277 Vietnam 354

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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