Supply Chain Research

• In our latest sector outlook, we find that the apparel industry’s slowdown has led to a reduction in inventories, although there is more to do with 57% of firms still discussing their inventories in a negative light. Risks including strikes and logistics disruptions still face the industry. Elsewhere in consumer goods, shipments of streaming media devices have fallen, while trade data shows those linked to Roku Inc. are improving.
• The knock-on effects of the United Auto Workers (UAW) strike continue to be felt, with Volkswagen AG being the latest to raise wages, while General M...