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SUPPLY CHAIN RESEARCH


SUPPLY CHAIN EDGE: BACK TO SCHOOL SPRINT, CS3D RISKS, PIXEL’S FOCUS

August 16, 2024 Business Sentiment 211 Canada 501 China 2986 Cons. Discr. -
Apparel 506 Cons. Discr. - Autos 1194 Cons. Discr. - Durables 525 Cons. Discr. -
Retailing 478 Corp - Ports 888 Earnings 736 European Union 839 Industrials -
Aero/Defense 198 Info Tech - Comms Equip 233 Info Tech - Tech Hardware 811 Japan
612 Materials - Chemicals 246 Materials - Construction 114 Materials -
Metals/Mining 762 Metals - Aluminum 256 Metals - Steel 525 Mode - Rail 118 Mode
- Seaborne 1812 South Korea 589 Taiwan 214 Tariffs 1808 Turkey 67 U.S. 5333

• 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) po...


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