China update; Strong domestic consumption levels; Slight drop in COVID-19

China update; Strong domestic consumption levels; Slight drop in COVID-19

Uncategorized

China update – less severe than anticipated COVID-19 impact on workers, supply chain, and overall production Although the Omicron variant of COVID-19 continues to have impacts across the globe, it seems that China has done a relatively good job to contain the infection. In our research we have found that…

Read More
Lowe's Supply Chain

WFH Expectations; Lowe’s Supply Chain Improvements; Kroger Looks to Expand

Uncategorized

Consumer expectations for returning to the office have worsened according to our latest consumer study results, with 51% of workers expecting to go in for work in the month of October compared to ~70% in our July study. This aligns with recent announcements that Google has extended its remote work policy until…

Read More