Summary
Many retailers are going back to the basics in advance of the 4th quarter peak season. Downstream global supply chain operators may feel the pinch.
Analysis
Global supply chain operators are heavy engaged in the 4th Quarter retail recovery. Expect margin pressure in functional areas such as; global transportation, warehousing, and freight forwarding. Inventory and demand management are key focus areas throughout the balance of the calender year.
This author consults with leading institutions through GLG
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
