Supply Chain

After reporting a better-than-expected first quarter, American lifestyle retailer Abercrombie & Fitch Co.’s (NYSE:ANF) management hinted at absorbing the tariff impact and announced plans to open 100 new “physical experiences” in 2025. What Happened: Company CEO Fran Horowitz...

Home Depot Inc. (NYSE:HD) highlighted its supply chain diversification strategy during its earnings call, estimating “limited” tariff impact as senior economist Mohamed El Erian hailed its “China plus many” approach. What Happened: Despite reporting a mixed quarter, the Home...

Mediterranean fast-casual chain CAVA Group Inc. (NYSE:CAVA) is confidently progressing towards its ambitious goal of operating 1,000 restaurants by 2032, the company announced during its first-quarter 2025 earnings call. What Happened: Despite broader economic uncertainties and potential headwinds...

Apple Inc. (NASDAQ:AAPL) may have avoided the worst of Donald Trump's new reciprocal tariffs—for now—but top analyst Ming-Chi Kuo warns that the company's supply chain could still face major disruptions in the months ahead. What Happened: Apple has temporarily dodged steep tariffs on Chinese-made...

As the global trade war escalates due to unprecedented U.S. tariffs, this analyst has mapped out three possible economic scenarios, with the worst-case outcome forecasting a deep recession and a potential stock market plunge of up to 60%. What Happened: Peter Mallouk, the CEO of Creative Planning,...

The International Longshoremen's Association (ILA) initiated a strike earlier this week amid ongoing negotiations regarding wage increases and protections against automation and AI. The strike, if prolonged, could lead to supply constraints which may cause prices to rise, economists warn.These are...

The labor contract between the International Longshoremen's Association and U.S. Maritime Alliance expired overnight on Tuesday. The ILA — whose members comprise dockworkers on the East Coast — is now officially on strike. Supply chain disruptions stemming from a prolonged strike may affect...

In a stark warning reminiscent of the supply chain disruptions that plagued global commerce in 2021-2022, Northwestern University professor Ben Golub predicts potential chaos as the United States braces for its largest shipping strike in decades. What Happened: The economist’s analysis,...

In the face of potential supply side shocks, the Federal Reserve may be forced to halt its rate cuts but not reverse its course, a prominent economist predicted. What Happened: Brian Jacobsen, Chief Economist at Annex Wealth Management, expressed his concerns about the possible risks to the Fed...

European aerospace giant Airbus (OTC:EADSY) witnessed a significant drop in its shares on Tuesday following the company’s announcement of a downward revision of its 2024 targets. The company attributed the revision to supply chain challenges and additional costs in its space systems division...

The Tema American Reshoring ETF (NYSE:RSHO), the first U.S.-listed fund dedicated to reshoring investing, outperformed the S&P 500 Index over the last year, remarkably achieving this without holding any of the high-flying Magnificent Seven stocks. As of June 3, 2024, the RSHO ETF recorded a 32...

Boeing Co’s (NYSE:BA) ongoing production issues are causing uncertainty in its supply chain, as suppliers grapple with fluctuating production rates and the cost of excessive inventory. What Happened: The slowdown in manufacturing the 737 Max is challenging an already strained aerospace supply...

Recent trade data has shown that the U.S. has now become the leading destination for Taiwanese exports, overtaking China. Recent trade data shows that the U.S. has become the leading destination for Taiwanese exports, overtaking China. What Happened: Taiwan’s exports to the U.S. increased by...

As the United Kingdom (UK) gears up for its 2024 elections, cybersecurity experts are warning of an impending wave of state-sponsored cyberattacks and AI-generated disinformation. What Happened: The UK is expected to face a significant increase in cyber threats in the run-up to the 2024 elections,...

SK Hynix, a global memory chip giant, has revealed plans to invest a substantial $3.87 billion in its first-ever chip packaging facility in the United States. This move is a significant win for the Biden administration’s efforts to restore chip production. What Happened: The South Korean...