Thematic Intelligence: Geopolitics in Retail & Apparel

A world with slower economic growth and heightened geopolitical tensions is making the operating environment for retailers and brands riskier, more complex, and costlier. The global supply chains that ruled international trade for two decades under globalization, and were organized to optimize profit and speed, have been twisted out of shape.

The global economy is facing significant geopolitical disruptions, including :

The rise of polycentrism, with countries with economic influence taking pragmatic decisions rather than ideological stances.
Increased instability and violent conflict in strategically important geographies, e.g., the conflicts in Ukraine and the Middle East.
A rise in commodity and production nationalism. - Worsening relations between the US and China.

Scope

• The analyst breaks down the impact of geopolitics on the retail and apparel sectors.

Reasons to Buy

• Explore current use cases in the retail and apparel industries to better grasp the opportunities available.
• Companies who invest in the right themes become success stories; those who miss the big themes end up as failures.
• Worsening relations between the US and China are leading to the decoupling of supply chains
• Companies who invest in the right themes become success stories; those who miss the big themes end up as failures.