Inside Fashion Confidence Index
52/100 ↑
Direction: Stabilizing, prior month 50 → 47.
Cycle Tier
Defensive →
Improving, but still very cautious
Materials Costs
Stable, but High →
Direction: Leveling, at elevated price points
Logistics Costs
Rising ↑
Ocean rates up low double digits. MoM; Air: China-N. EU +6.3%, China-N. Am -15.3%
Supplier Pressure
Level →
Cost pressure continues. Order volumes up in key markets.
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Key Market Indicators
Oil prices continue to retreat, despite on going tensions in the Middle East.
Asian currencies (including the Phillipine peso, the Indonesian rupiah, the India rupee and the Thai baht) are trading at sharply lower levels as surging energy prices deplete US dollar reserves.
Logistics
Global freight rates rose sharply heading into peak, but still remain below year-ago levels.
Week of Jun 11, 2026
US West Coast
+51%
$4,836
US East Coast
+25%
$6,386
N. Europe
+37%
$4,076
Mediteranean
+24%
$5,487
📄 Download the current Logistics Briefing report →
Monthly Cycle Call
Primary Risk: Volatility around energy driving up costs in key some Asian sourcing nations.
Primary Opportunity: Softening oil prices could weaken materials prices.
Watch Next: Back-to-school ordering behavior, consumer sentiment, and whether buyers continue pushing micro orders and shorter cycles
Logistics shifts
The NRF now expects June to be the peak month, with volumes to the US up 5% from May before easing in July and through the rest of the summer.
Current Industry Shifts
Materials Price Trends
Materials prices are stabilizing. Input cost remain high relative to a year ago, but prices have cooled off from month-ago peaks.
📄 Download the current Materials Price Outlook report →
Materials Index
Materials prices are reteating, on lower oil prices. Wool however is still climibing.
Weekly Materials Prices | June 02, 2026
5 Signals We’re Watching in June