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October 22 @ 11 am EDT

HGI Supply Chain Outlook

HGI’s quarterly data-driven discussion highlights the top factors impacting the apparel supply chain—from raw materials to retail. For this edition, we’ll look at how geopolitics is impacting costs and capacities, and how companies are attempting to mitigate these pressures while also managing macroeconomic headwinds and incoming ESG policies. Plus, we will share how these considerations are affecting retail prices and consumer sentiment today, as well as what we can expect for the holidays and Spring ’26.

Join us as we identify the challenges and opportunities these shifts in supply chain dynamics present as we head into the new year.

Get firsthand insights into

  • The impact of tariffs on raw material costs, flow and demand patterns
  • What to expect from port activity and freight capacities in Q4 and beyond
  • How retailers’ approaches to price increases is changing
  • How the industry is dealing with the continued uncertainty surrounding U.S. trade policy
  • What the new normal for supply chains will look like in 2026

The Speakers

Kristen Classi-Zummo

Executive Director, Industry Advisor, Apparel, Circana

Jess Dankert

Vice President, Supply Chain, Retail Industry Leaders Association (RILA)

Jon Devine

Senior Economist, Cotton Incorporated

John Kernan

CFA, CAIA, Managing Director, TD Cowen

Kristen Classi-Zummo

Executive Director, Industry Advisor, Apparel, Circana

Jess Dankert

Vice President, Supply Chain, Retail Industry Leaders Association (RILA)

Jon Devine

Senior Economist, Cotton Incorporated

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October 2025

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