Supply Chain Edge: Red Sea meets Black Friday, cars impounded, PlayStation cut February 16, 2024 • In new research this week, we take a deep dive into the impact of Red Sea shipping disruptions on the apparel industry. Should delays last until later in the year, the peak shipping season could be affected, while most firms for now see higher costs as a bigger challenge than delays. Elsewhe... Read more →
Auto slowdown slowing down as U.S. sales stumble on shortages July 7, 2021 U.S. automotive sales are starting to feel the drag from a shortage of key components including microchips. Sales of cars and light trucks dropped by 14.1% in June 2021 versus June 2019. Sales of foreign-made vehicles fell by 4.1%. Seaborne imports in June will determine availability for sales... Read more →
Q3’21 Outlook: The fallout from short-term supply chain planning July 5, 2021 The outlook for corporate supply chains during the remainder of 2021 is the result of a short-termist approach to planning policies that has persisted through the pandemic. Retail supply chains have scaled actively up rapidly, with a 32.9% increase in U.S. seaborne imports in May 2021 versus M... Read more →
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