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Cowen: Pack-and-Hold Could Carry Off-Price Through Supply Chain Woes

When it’s deliver-or-die, supply chains become the lifeblood of a company. To that end, the fashion industry has embraced technology to navigate today’s hyper-complicated supply chain, with myriad solutions shaping the first, middle and last mile. Call it Sourcing 2.0.

Off-price retail may be the big beneficiary of the topsy-turvy supply chain that has negatively impacted just about every consumer goods sector in some way—with retail leaders including Marshalls and HomeGoods owner TJX, Burlington and Ross now firmly in a spot to capitalize by storing more SKUs in reserve. As fears of a recession rise…

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