Supply Un-Chained – Impact of the global supply chain disruption on SA retailers

We consider the impact that the global supply chain crisis may have on the SA Clothing retailers. Woolworths, TFG and Truworths indicated the extent of the impact of the supply chain issues on their businesses, which included: Short deliveries in some areas; Mitigation measures were put in place; Local procurement is an advantage, but there is some reliance on imported fabric; Increased lead times result in higher stock holding; The problems are likely to persist for some months and could affect 2022 seasons.