Supply Chain Intelligence · Li & Fung proprietary trading & market data
March 19, 2026 · Fiscal Q1 2026
💰Cost vs Benchmark
+8.4%
Widening gapBedding
+8.4%
S.Deco
+3.8%
H.Text
-1.7%
Towels
-6.3%
DIY
-4.6%
Click for details›
💳Payments Due (30d)
€745K
4 countries · 6 POsClick for details›
📊SCF Utilization
67%
€1.9M headroom remainingClick for details›
🏭Suppliers at Risk
3 / 9
1 critical · 2 watch · 6 okClick for details›
📦PO vs Market
2
1 overbuying · 1 opportunityS.Deco
H.Text
Bedding
Towels
DIY
Click for details›
🌍Geo Concentration
68%
China · +27pts vs peersClick for details›
Act Now· 2 signals · €840K
Act This Month· 4 signals · €725K
SUPPLIER
Jiangsu Xinhua Textiles — Operational Distress
OTD ↓16pts · quality ×3 · cross-buyer payment delays detected
€420K at risk
›DEMAND
Seasonal Deco — Buying Into Declining Market
Your PO ↑18% QoQ · EU retail sales ↓11% YoY · 3 quarters misaligned
€420K overstock risk
›COST
Bedding Linen — Cost Gap Widening
Your cost €3.47/unit · market avg €3.20 · gap +3pts since Oct 2025
€180K recoverable
›COST
Cotton — Commodity Index Diverged From Contract
Cotlook A index ↓15% since last renewal · your fixed price unchanged
€140K unrecovered
›SUPPLIER
Dhaka Weave — Q3 Capacity Cannot Be Met
91% utilised · Q3 requires +15% uplift · 3 SKUs with zero backup
Supply cut-off risk
›COMPLIANCE
Guangdong Fabric — OEKO-TEX Cert Expiring
Expires in 47 days · EU customs hold if lapsed · 6 SKU lines affected
€210K at risk
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