How Retailers Are Rewiring Supply Chains

With the US trade deficit hitting a record $105.5 billion in August and import volumes surging, major retailers like BJ’s and Lululemon are making a sharp pivot. We break down why these companies are trimming product assortments to protect cash flow in an environment where the strong dollar is straining global trade margins. By cutting SKUs and focusing on high-turnover essentials, they are attempting to stabilize working capital before year-end inventory gluts become unmanageable.

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