Supply Chain

Sourcing, logistics and inventory: lead times, tariffs and landed cost, receiving and discrepancy claims, and the off-price channel that absorbs the industry’s surplus.

Supply chain

21 Percent of Gap's Inventory Vanished From the Books. Somebody Paid for That.

Gap celebrated a cleaner balance sheet. Behind the victory: falling sales, brutal markdowns, and zero public accounting of where every unwanted unit actually went.

By The Retail Ledger

Supply chain

$300 Million Vanished. Then the "Missing" Merchandise Reappeared as a Glut Nobody Wanted.

First Gap blamed empty shelves for lost sales. Months later it was drowning in the same inventory. Nothing vanished. It just arrived after the customers had already moved on.

By The Retail Ledger

Supply chain

Tariffs Are Squeezing Apparel Margins

A Supreme Court ruling eased tariff stacking in 2026, but landed costs are still elevated and most retailers are absorbing the hit.

By The Retail Ledger

Supply chain

Nearshoring Gets the Headlines. The Numbers Still Favor Asia.

Mexico and Central America remain useful for speed, but apparel sourcing value has kept shifting toward South Asia, not the Americas.

By The Retail Ledger