US retail inventories hit new heights, and probably caused early transpac peak
In a warning to container shipping lines serving North America that the hitherto strong demand ...
LINE: EXPENSES AND OPERATING LEVERAGELINE: PIPELINE OF DEALS LINE: DEMAND PATTERNS LINE: LANDSCAPELINE: CONF CALL STARTSDSV: UNTOUCHABLEEXPD: NOT AS BULLISH AS PREVIOUSLYFWRD: SPECULATIVE RALLY MAERSK: INTEGRATED LOGISTICS WIN MAERSK: TRUMP TRADEKNIN: THE SLIDELINE: DEBUT AAPL: ASIA CAPEXDHL: THE HANGOVERXPO: ELECTION DAY RALLY BA: STRIKE OVER GXO: SHEIN AND TEMU IMPACT GXO: PAYING DOWN DEBT AND ORGANIC GROWTH
LINE: EXPENSES AND OPERATING LEVERAGELINE: PIPELINE OF DEALS LINE: DEMAND PATTERNS LINE: LANDSCAPELINE: CONF CALL STARTSDSV: UNTOUCHABLEEXPD: NOT AS BULLISH AS PREVIOUSLYFWRD: SPECULATIVE RALLY MAERSK: INTEGRATED LOGISTICS WIN MAERSK: TRUMP TRADEKNIN: THE SLIDELINE: DEBUT AAPL: ASIA CAPEXDHL: THE HANGOVERXPO: ELECTION DAY RALLY BA: STRIKE OVER GXO: SHEIN AND TEMU IMPACT GXO: PAYING DOWN DEBT AND ORGANIC GROWTH
Inditex has always been a good company to watch, as it broke with supply chain tradition, with the term ‘fast fashion’ coined to describe its model. But now it is changing. Last year, China became Zara’s second largest market in terms of number of stores. But with some 50% of its inventory made in Spain, Portugal, Morocco and Turkey, how will it manage its supply chain? Transport Intelligence’s Cathy Roberson looks into it.
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