———— Industry ————
1、Reduced demand for US retail imports to continue into 2026
Tariffs and uncertainty surrounding trade policy are expected to continue to impact import cargo volume at major US ports through 2026, according to the Global Port Tracker by the National Retail Federation and Hackett Associates.
More:https://www.just-style.com/news/reduced-demand-for-us-retail-imports-to-continue-into-2026/?cf-view
2、Euro area growth outperforms in 2025, outlook steady for 2026
Euro area economic growth in 2025 has exceeded expectations, driven by stronger investment and consumption and supported by funding from the EU’s Recovery and Resilience Facility (RRF), the Eurogroup said.
3、US textile imports steady as Cambodia, Bangladesh gain market share
US textile and apparel imports edged up 0.12 per cent to $80.486 billion during January–September 2025, as sourcing continued to shift away from China towards Southeast and South Asia.Apparel imports rose while non-apparel shipments declined.Strong growth from Cambodia, Bangladesh, Vietnam and India highlights diversification towards lower-cost, geopolitically neutral suppliers.
More:https://www.wildto.com/news/58617.html?preview=6741068
4、EU to levy €3 customs duty on small e-commerce parcels from July 2026
EU Council has agreed to impose a fixed €3 (~$3.52) customs duty on small parcels valued below €150 entering the bloc from July 1, 2026.
5、UK’s apparel imports ease to $2.4 bn in Jan-Oct 2025
UK apparel imports dipped 1.87 per cent YoY in October 2025 but rose month on month, pointing to stabilising demand, according to the Office for National Statistics (ONS).Strong Q3 growth reflects better retail sell-through and renewed ordering by brands.After steep declines in 2023–24, 2025 signals recovery, although fabric and fibre imports continue to show uneven trends.
6、US drives Indonesia’s apparel exports, leads 42% in trousers & shorts
Indonesia’s apparel exports reached $5.825 billion in January–August 2025, with the US accounting for over half of the total and 42 per cent of trousers and shorts shipments.American buyers remain the most influential market across all major categories, supported by sourcing diversification away from China and strong partnerships with Indonesian manufacturers.
7、Shoe Production in China, Southeast Asia Could Shift Again: Here’s Why
Shoe factories in China and Southeast Asia could be competing for orders as competitive pricing out of China could change the game again.
8、越南纺织2025出口将破460亿美元！订单排到2026年
近日，越南纺织服装协会（VITAS）在第三届（2025—2030年）生产经营成果大会上披露的核心数据显示，该国纺织服装行业2025年出口额预计将达460亿美元，同比增长5.6%。这一成绩不仅让越南稳固了全球第三大纺织服装出口国的地位，更以210亿美元的贸易顺差成为支撑国家贸易平衡的“压舱石”。
more:https://www.tnc.com.cn/info/c-001001-d-3755862.html
9、明年1月1日生效！墨西哥对华加征最高50%关税，覆盖纺织品等近1400项产品
2025 年 12 月，墨西哥国会参众两院先后通过一项重磅关税法案，计划自 2026 年 1 月 1 日起，对中国、印度、韩国、越南等未与其签署自由贸易协定的亚洲国家加征进口关税，最高税率达 50%，涉及汽车及零部件、纺织品、钢铁、塑料制品等多个核心产业，近 1400 项产品被纳入调整范围。
More:https://www.tnc.com.cn/info/c-001001-d-3755898.html
———— Brand ————
1、Lululemon CEO exit sparks hopes of reset at athleisure pioneer
Lululemon Athletica's CEO shake-up has put the spotlight on the once-dominant yoga pants maker's race to wrest back younger and affluent shoppers from rivals and revive its sagging U.S. business.
2、Activewear brand CSB sees 113% sales growth
CSB – or Crop Shop Boutique – has doubled its revenue over the last 12 months and is ramping up its current strategy to accrue more growth ahead.The brand confirmed with Ragtrader thathe six-year-old brand has grown 113 per cent year-on-year, and now harnesses a team of 54 employees.
more:https://www.ragtrader.com.au/news/activewear-brand-csb-sees-113-sales-growth
3、Culture Kings opens “2.0” concept store in Brisbane
Australian-born streetwear brand Culture Kings is set to open its new Culture Kings 2.0 concept store at Brisbane’s Queen Street Mall on December 17.
More:https://www.ragtrader.com.au/news/culture-kings-opens-2-0-concept-store-in-brisbane
4、AS Colour scores backing from $1b funding pool
New Zealand-founded blank apparel distributor AS Colour has scored a new significant minority stakeholder, with the investment going towards its next phase of growth.
More：https://www.ragtrader.com.au/news/as-colour-scores-backing-from-1b-funding-pool
5、Fear of God unveils NFL fanwear collaboration
The National Football League (NFL) has signed a multi-year licensing deal with luxury streetwear brand Fear of God to create both team and NFL shield apparel, as it seeks to elevate its fanwear offering.
More:https://fashionunited.uk/news/fashion/fear-of-god-unveils-nfl-fanwear-collaboration/2025120985258
6、ASOS adds to premium menswear line-up
ASOS’s goal to elevate its menswear offer with more premium labels continues apace. Now you can add four more brands to its “growing roster of globally-recognised and design-led brands”.
More:https://ww.fashionnetwork.com/news/Asos-adds-to-premium-menswear-line-up,1790707.html
7、Represent widens engLAnd collection categories into RTW after headwear sellout
British premium brand Represent has unveiled its 22-piece ‘engLAnd’ ready-to-wear collection, which, as the title suggests, builds on the brand’s British heritage and its move into Los Angeles.
8、Canada's Roots posts 6.8% sales growth in Q3 FY25 on strong DTC demand
Canadian premium outdoor lifestyle brand Roots has reported solid financial performance in the third quarter (Q3) of fiscal 2025 (FY25) ended November 1, with total sales rising 6.8 per cent year-over-year (YoY) to $71.5 million.
———— Insight ————
1、The State of Fashion 2026: When the rules change
Inditex is leading the Super Winners List in McKinsey’s Global Fashion Index which showed the mid-market is now the largest contributor to economic profit, reclaiming the top spot on the list for the first time since 2017.
More:https://www.mckinsey.com/industries/retail/our-insights/state-of-fashion
