
Inside Fashion Confidence Index
47 / 100 ↓
Direction: Softening, prior month 50 → 47.
Rising ↑
Ocean rates up low double digits MoM; Air: China–N. EU +6.3%, China–N. Am -15.3% MoM

By shifting from retail to ecosystem, Zalando is turning logistics, data, and services into a scalable growth engine.

US-China optics have improved, but the underlying trade conflict and tariff risk remain unresolved.
Despite oil surge charges, prices have not spiked. Capacity remains stable on key ex-China routes.
Materials prices have stabilized – but a higher levels. However, downward pressure is likely to

Our May outlook on key signals that are impacting global sourcing and retail markets.

Amazon is betting on one big idea: companies want fewer logistics partners
Materials Prices
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Sourcing Spectrum

Sri Lanka’s appeal lies in stronger compliance systems, reliable quality, better governance, and the capability to handle more complex, higher-value
A country report with a table including key comparative data
MATERIALS INNOVATION

Linen combines the sustainability aspect of being a natural fiber with a unique texture and

R&D is adding or enhancing performance properties in traditional natural materials
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The mood is cautious, but spending continues as shoppers trade down, splurge selectively, and search

Apparel retailing in mid-May 2026 is being shaped by cautious consumers, rising prices, and widening

Brands are continuing to show margin pressure as costs increase.

Softening confidence and higher costs are driving more cautious, value-focused behavior – forcing brands to

U.S. demand remains relatively resilient, is facing headwinds, while EU growth has softened

Brands wrapped up 2025 with stronger-than-expected earnings. However there are serious concerns heading into 2026.
Brand Analysis

By shifting from retail to ecosystem, Zalando is turning logistics, data, and services into a scalable growth engine.
More Resources

International trade fairs and conferences for the coming 8 months.

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Leadership Series