Levi Strauss, Adidas face second-order Cambodian COVID-19 disruptions March 11, 2020 The Cambodian garment industry faces widespread shutdowns due to a shortage of raw materials linked to the COVID-19 coronavirus outbreak according to the country’s labor ministry. Cambodia represented 1.5% of global apparel exports in 2016 while apparel and textiles represented 67.0% of Cambod... Read more →
Panjiva Daily: PC industry bears the brunt of tariffs; Lululemon leaps ahead March 29, 2019 Chinese exports of products where the U.S. has applied tariffs fell by $4.4B year over year in January with the computer industry bearing the brunt of the drop. Lululemon’s sales surge looks set to continue on the basis of supply chain data. Also: Pemex has helped offset a shortage of heavy cr... Read more →
Lululemon Leaps Ahead, Achieves Balance With Youngone March 28, 2019 Lululemon has announced a full year earnings outlook that was well ahead of consensus estimates after the sportswear retailer delivered 16.0% year over year growth in same-store sales. U.S. imports in the three months to Feb. 28 surged 41.4% year over year, suggesting growth is set to continue... Read more →
The Rise and (Possible) Fall of Athleisure May 20, 2016 Athleisure difficult to define, but Under Armour and Lululemon Shipments are growing. Imports of specialist clothing now declining, and yoga craze may be near an end. Tank-tops stuck in a downward trend, but training-shoes grew 42% in first 4 months of 2016 Read more →