The Truth Behind the Showcases | Fashion Retail & Supply Chain

June 22 | Sourcing Map Redrawn: India, Bangladesh & Converse in 1 Week

The UK's apparel sourcing landscape changes in 23 days. If you haven't revisited your origin allocation since India-UK CETA was announced, this briefing is the alarm cloc

June 15 | Hormuz Peace Deal, Freight Rates and the China Compliance Wall

Hormuz reopens as the US-Iran deal is signed — but freight rates hit a 6-week high on the same day, China's compliance decrees are making documentation harder than ever,

June 1 | Freight Surges Back, Vietnam Leads Asia, and the Luxury-Sportswear Split

Today:  Freight rates enter a new upswing as CMA CGM announces June 1 surcharges Vietnam overtakes Bangladesh as the world's #2 apparel exporter  Luxury posts its weak

May 22 | Ralph Lauren Crosses $8B and Walmart's Fashion Surge — While the Eurozone Cracks

This briefing is dated May 22, 2026. Today: ABG acquires Lee for up to $1B, Ralph Lauren tops $8B with China surging 50%, Walmart flags "outsized" fashion growth, Eurozon

May 21 | M&S Cyber Costs, VF Corp's Comeback, and the Polyester Price Wave

This briefing is dated May 21, 2026. Today: M&S posts record group sales but a cyberattack carves into fashion margins, VF Corp ends three years of decline, oil above $1

May 20 | Shein Buys Everlane, Chanel's Creative Director Effect, and Europe's China Sourcing Mandate

This briefing is dated May 20, 2026. Today: Shein acquires Everlane for $100M, Chanel posts growth on "Blazymania," the EU moves to mandate supply diversification away fr

May 15 | Beijing Summit, US Apparel Leads Retail, Burberry's Comeback and Ferragamo's Wholesale Warning

Trump-Xi summit signals calm but sourcing maps don't shift overnight — plus US apparel leads retail growth, Burberry posts a genuine turnaround, and Ferragamo's wholesale

May 14 | Türkiye Loses EU Market Share, Raw Material Double Squeeze, and Luxury's Network Reset

Türkiye's EU apparel share drops to 9.2%, raw materials hit manufacturers from both sides, Birkenstock absorbs tariff and geopolitical margin hits, luxury brands tear up

May 13 | On Running vs Under Armour, Mercosur-EU Opens a New Sourcing Window, and Türkiye's Apparel E-Commerce Record

On Holding posts 26% Q1 growth while Under Armour's stock collapses 20% — two brands, one tariff environment, opposite outcomes. On Running vs Under Armour US Tariff Re

May 12 | Trump–Xi Beijing Summit, Bangladesh's Logistics Gap and India's Textile Park

Trump meets Xi in Beijing as the USTR opens its Section 301 review — while Bangladesh's logistics bottleneck threatens its $100B target and India opens its first PM MITRA

May 11 | Coach's 61% China Quarter, Morocco's Nearshoring Gap and Uniqlo's Türkiye Pause

China's April trade data prints +14.2% as Vietnam holds at $11.9B, Morocco's textile sector cracks, Tapestry's Coach brand surges 61% in China, Nike faces tariff refund l

May 8 | Coach's Gen Z Surge, Europe's Demand Retreat, and Türkiye's US Export Breakthrough

Coach beats with 31% growth and a Gen Z pivot, while Europe's consumers retreat on energy shock — and Türkiye's US textile exports surge against a tariff headwind. Coach

May 7 | Next Beats the War, Zalando's AI Goes Operational, and the Global Retail Outlook negative

Next raises profit guidance despite £47M conflict costs, Zalando's AI hits 10M users, Moody's delivers a negative global retail outlook, EPR set to cut fashion margins by

May 6 | Inditex Sourcing Map, Hugo Boss Raw Material Warning and PMI Hits Four-Year High

Global manufacturing PMI hits a four-year high — but input costs and freight spreads tell a more complicated story. Global PMI Hugo Boss Q1 Inditex Türkiye Russia App

May 5 | Berlin Retail Congress, Vietnam's Cost Crunch, Amazon's Logistics Play and the Turkey Export Paradox

Berlin Retail Congress signals AI is now the storefront, Prada quantifies Middle East war impact, France fashion sales hit -3.7%, Vietnam costs surge to a 15-year high wh

April 30 | Adidas Outperforms, China's Zero-Tariff Africa Play, and the 5-Cent Decision Tax

Adidas beats Q1 expectations with a massive 31% apparel surge, China rewrites the African trade map overnight, H&M's decade-long nearshore playbook proves its worth, Indi

April 28 | UK's Trade Bazooka, China’s EU Warning and the -68 Retail Slump

The UK industry pushes for a "Trade Bazooka" against the US as retail sales hit a 40-year low. UK Retail Crisis · EU-China Trade Tensions · Vinted’s €8B Valuation · Adid

April 27 | Nike's Brand Crisis, Polyester Price Shock and the Hormuz Freight Spiral

Hormuz attacks resume, polyester prices spike 20%+, Nike pulls a Boston Marathon ad amid a deepening brand crisis, Lululemon's CEO pick triggers a 13% stock drop, and US

April 24 | Arnault's "Catastrophe" Warning, Lululemon's CEO Gamble, and Turkiye's New Sourcing Map

Today: LVMH's Bernard Arnault calls the Middle East crisis a potential "catastrophe" for 2026, Lululemon's new CEO pick disappoints markets, ASOS proves its margin recove

April 22 | Primark Stands Alone, Moncler's €880M Quarter, and Fashion's Compliance Reckoning

Today: Primark spins off from ABF just as European retail takes a war-driven demand hit. Meanwhile, Moncler clears €880M in Q1, Levi's faces a landmark Dutch courtroom ba