
Lululemon Cut Inventory but Demand Moved Somewhere Else
Lululemon is carrying approximately 7% fewer inventory units than a year ago, yet markdowns are rising while the company chases 20% more reorder volume into

Lululemon is carrying approximately 7% fewer inventory units than a year ago, yet markdowns are rising while the company chases 20% more reorder volume into

AI trade barriers are becoming core supply chain constraints, changing how networks are designed, where capacity is placed, and which partners can keep pace. Uneven

Gap Inc. is adding inventory behind products that have already proved their appeal. Athleta, meanwhile, is buying cautiously while it waits to see how customers

Supply chain performance increasingly depends on decisions made across finance, sales and operations, where local actions can produce network-wide consequences. Organizations that build a shared

Best Buy is not responding to higher computing costs with a simple choice between absorbing inflation and passing it to customers. It is using forward

The Strait of Hormuz crisis is exposing a structural weakness in global supply chains. Critical trade flows remain dependent on routes and industrial capacity that

Supplier diversification offers limited protection when multiple sources rely on the same maritime corridors. Oxford Economics finds disruption increasingly takes the form of delays, diversions,

BSI research shows persistent supply chain disruption is prompting 36% of US businesses to plan price increases over the next six months as higher input,

Fast delivery has become a network-design decision with direct consequences for inventory, transportation and capital efficiency. Companies that match service promises to local demand and

Tariff volatility is reshaping supply chain economics long after goods leave the factory, forcing importers to reassess sourcing, contracts and inventory decisions together. Companies with

Lululemon is carrying approximately 7% fewer inventory units than a year ago, yet markdowns are rising while the company chases 20% more reorder volume into

AI trade barriers are becoming core supply chain constraints, changing how networks are designed, where capacity is placed, and which partners can keep pace. Uneven

Gap Inc. is adding inventory behind products that have already proved their appeal. Athleta, meanwhile, is buying cautiously while it waits to see how customers

Supply chain performance increasingly depends on decisions made across finance, sales and operations, where local actions can produce network-wide consequences. Organizations that build a shared

Best Buy is not responding to higher computing costs with a simple choice between absorbing inflation and passing it to customers. It is using forward

The Strait of Hormuz crisis is exposing a structural weakness in global supply chains. Critical trade flows remain dependent on routes and industrial capacity that

Supplier diversification offers limited protection when multiple sources rely on the same maritime corridors. Oxford Economics finds disruption increasingly takes the form of delays, diversions,

BSI research shows persistent supply chain disruption is prompting 36% of US businesses to plan price increases over the next six months as higher input,

Fast delivery has become a network-design decision with direct consequences for inventory, transportation and capital efficiency. Companies that match service promises to local demand and

Tariff volatility is reshaping supply chain economics long after goods leave the factory, forcing importers to reassess sourcing, contracts and inventory decisions together. Companies with