Dollar Tree – 50% of their imports flow through east coast ports

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— zerohedge (@zerohedge) September 30, 2024

Comments from retail associations: The American Apparel and Footwear Association estimates that 53% of all US apparel, footwear, and accessories imports are routed through the East and Gulf Coast ports. The AAFA also noted risk from East Coast / Gulf port disruption to impact West Coast port operations, creating strains/delays across the supply chain. Separately, the Retail Industry Leaders Association has also stated that while retailers have activated contingency plans to mitigate potential effects of work disruption, it becomes harder to mitigate the longer a work stoppage goes on.

www.zerohedge.com/markets/time-running-out-us-port-strike-could-begin-tuesday-goldman-finds-highly-exposed-retailers

AC