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War, inflation and apparel: What TexPro CPI signals

09 Mar '26
7 min read
War, inflation and apparel: What TexPro CPI signals
Pic: Shutterstock

Insights

  • There is a fragmented global apparel demand landscape shaped by inflation and geopolitical disruption.
  • Bangladesh faces the sharpest stress with high inflation.
  • Markets like India, the US, the UK and Germany show resilient but price-sensitive demand, pressuring margins.
  • China signals weak pricing momentum, while Vietnam and Japan remain exposed to supply-chain risks despite moderate inflation.

First comes the supply-chain shock—higher freight costs, re-routed cargo, volatile fuel prices and longer lead times. Then comes the consumer response: tighter household budgets, weaker discretionary spending and sharper resistance to higher apparel prices.

That is the deeper story now emerging across global markets.

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