PODCAST · business
Global Fashion Retail and Supply Chain
by Sedat Sezer
Every weekday morning, I break down what's moving in global fashion retail, apparel sourcing, and textile supply chains — in five minutes.Cotton prices, freight disruptions, tariff shifts, nearshoring moves, brand strategy — daily, with context, from someone who's worked both sides of the supply chain for 25 years.Based in Istanbul. Advising C-suite across Turkish and global fashion brands. Watching the same markets you're watching — and telling you what I actually think.For sourcing directors, retail strategists, brand executives, and anyone who needs the signal without the noise.
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May 6 | Inditex Sourcing Map, Hugo Boss Raw Material Warning and PMI Hits Four-Year High
Global manufacturing PMI hits a four-year high — but input costs and freight spreads tell a more complicated story.Global PMIHugo Boss Q1Inditex TürkiyeRussia Apparel MarketUS Summer ConsumerWomenswear 2030Canada Market Share (Note: Left intact as per your original text, though not explicitly in script)Bangladesh Reform (Note: Left intact as per your original text)Cambodia & Vietnam Outlook📺 Weekly video analysis: youtube.com/@GlobalFashionRetailbySedatSezer 🎙 Published every weekday morning. #FashionRetail #SupplyChain #Apparel #Textiles #Sourcing
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May 5 | Berlin Retail Congress, Vietnam's Cost Crunch, Amazon's Logistics Play and the Turkey Export Paradox
Berlin Retail Congress signals AI is now the storefront, Prada quantifies Middle East war impact, France fashion sales hit -3.7%, Vietnam costs surge to a 15-year high while India accelerates, and Amazon opens its logistics network to all brands.Fashion Retail StrategyLuxury PerformanceEuropean DemandSourcing ShiftsLogistics Disruption📺 Weekly video analysis:youtube.com/@GlobalFashionRetailbySedatSezer🎙 Published every weekday morning.#FashionRetail #SupplyChain #Apparel #Textiles #Sourcing
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April 30 | Adidas Outperforms, China's Zero-Tariff Africa Play, and the 5-Cent Decision Tax
Adidas beats Q1 expectations with a massive 31% apparel surge, China rewrites the African trade map overnight, H&M's decade-long nearshore playbook proves its worth, Indian denim prices spike $0.66/meter on Hormuz disruptions, and a new survey reveals retailers are losing 5 cents on every dollar to slow decision-making.In this episode:Adidas Q1: Why a 14% revenue jump and a 31% apparel surge prove that Bjørn Gulden’s DTC-first margin architecture is structurally paying off.H&M’s Sourcing Moat: 40% of H&M's factories have worked with the brand for over a decade. Why quiet investments in nearshoring (Turkiye, Portugal, Morocco) are the ultimate hedge against chaos.Freight & Denim Spike: Panama Canal slots hit $4 million, air cargo drops, and Indian denim fabric jumps $0.66/meter as petrochemical costs travel the value chain fast.China-Africa Trade: Effective May 1, China unilaterally extends zero-tariff access to all of Africa. While the US taxes the past, Beijing is buying the future.The Decision Velocity Gap: A 2026 AI Resilience survey shows leading retailers hit 71% full-price sell-through vs. the 57% average. The difference isn't better products; it's faster decisions.📺 Weekly video analysis: youtube.com/@GlobalFashionRetailbySedatSezer 🎙 Published every weekday morning.#FashionRetail #SupplyChain #Apparel #Textiles #Sourcing
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April 28 | UK's Trade Bazooka, China’s EU Warning and the -68 Retail Slump
The UK industry pushes for a "Trade Bazooka" against the US as retail sales hit a 40-year low.UK Retail Crisis · EU-China Trade Tensions · Vinted’s €8B Valuation · Adidas Q1 Outlook · India-NZ FTA Textile Win · eBay Outages📺 Weekly video analysis:youtube.com/@GlobalFashionRetailbySedatSezer🎙 Published every weekday morning.#FashionRetail #SupplyChain #Apparel #Textiles #Sourcing
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ABOUT THIS SHOW
Every weekday morning, I break down what's moving in global fashion retail, apparel sourcing, and textile supply chains — in five minutes.Cotton prices, freight disruptions, tariff shifts, nearshoring moves, brand strategy — daily, with context, from someone who's worked both sides of the supply chain for 25 years.Based in Istanbul. Advising C-suite across Turkish and global fashion brands. Watching the same markets you're watching — and telling you what I actually think.For sourcing directors, retail strategists, brand executives, and anyone who needs the signal without the noise.
HOSTED BY
Sedat Sezer
CATEGORIES
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