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Five Trends Shaping Apparel Sourcing

The apparel sourcing industry is experiencing uncertainty due to unpredictable changes to tariffs and trade, the widespread coronavirus pandemic and fast-moving upgrades of technology in the supply chain. We outline five key apparel-sourcing trends and discuss how apparel retailers and brands can adapt to consumer expectations while controlling sourcing costs.

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VF Corporation: A Timeline of Key Events

This report explores the recent history of VF Corporation, one of the world’s largest apparel, footwear and accessories companies. We look at key events over the last three years, during which time the company has undergone restructuring but remained committed to its sustainability and responsibility strategy. We also provide a timeline of VF Corporation’s product offering changes, executive changes and expansion over the past decade.

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The End of “Made in China”? A Potential Wave of Moving Sourcing out of China amid Rising Tensions

The Covid-19 crisis may have triggered a new wave of multinational companies moving production out of China, only a short time after the first wave in 2019 due to US-China trade war. We discuss recent moves by companies such as Apple to shift their sourcing to other countries in the context of political tension and negative consumer sentiment.

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May 2020 US Retail Sales: Total Year-over-Year Growth Turns Positive; Declines at Discretionary Sectors Ease While Food Stores and Nonstore Retailers See Strong Growth

Most sectors witnessed the easing of sales declines in May, as US consumers resumed spending following the reopening of stores post lockdown. Growth in total US retail sales excluding gasoline and automobiles turned positive on a year-over-year basis, driven by double-digit growth at food stores, home-improvement retailers and nonstore retailers.

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US Apparel Retail: Post-Crisis Outlook

We explore the impacts of the coronavirus crisis on the apparel retail sector and present an outlook for the remainder of 2020 based on a three-phase V-shaped recovery. To analyze the sector, we look closely at select US retailers, including American Eagle Outfitters, Gap Inc. and Hanesbrands. We summarize our key estimates for 2020 in an infographic.

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Earnings Insights 1Q20, Week 4 and Wrap-Up: Retailers Cite Pent-Up Demand as They Report Higher-than-Anticipated Sales Productivity Rates

Our weekly Earnings Insights reports feature highlights from recent management commentary at major US retailers as they report first-quarter 2020 earnings. We condense what retail companies are reporting, with a focus on the impact of the coronavirus crisis. This week, there are highlights from companies that reported in the week ended June 14, including Five Below, Macy’s and PVH Corp. This is the fourth and final report in the first-quarter Earnings Insights series. As such, we also summarize the performance of retailers reported in the prior weeks.

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