Li & FungSCM Intelligence
March 19, 2026 · Fiscal Q1 2026
🔴 2 Critical ⚠ 4 Warnings Live
Cost vs Benchmark
+8.4%
▲ Widening · was +5.1% Q4
Above market avg · widening since Oct
Suppliers at Risk
3
▲ +2 · was 1 last quarter
Jiangsu Xinhua critical · 2 on watch
Opportunity Identified
€3.2M
▲ +€400K · vs €2.8M Q4
Cost recovery + revenue · 9 signals
SCF Utilization
67%
▲ +5pts · vs Q4 improving
€3.9M of €5.8M · View SCF →

📊 Charts & Intelligence

📈 Demand Misalignment
🔴 Overstock Risk⚠ Missed Surge
€730K total ▼

Demand Misalignment — PO vs Market

Your PO growth % vs market retail sales growth % · QoQ
+25% +12% 0 -12% -25% +18% -11% Seasonal Deco +2% +24% Home Textile +12% +8% Bedding -5% -3% Activewear +8% +6% Kids Apparel
Your PO
Market growing
Market declining
🔴 OverstockSeasonal Deco
▶ Cut Q3 POs before Apr 23 order lock
€420K
Details ▼
Your PO
+18% QoQ
EU Market
−11% YoY
Duration
3 quarters
Inventory
42→58 days
🔒 L&F Cross-Buyer Intelligence
› 4 comparable buyers already cut −14% for H2
› Sell-through confirms category softening across EU
⚠ Missed SurgeHome Textile
▶ Increase Q3 allocation — factory slots filling now
~€310K
Details ▼
EU Market
+24% YoY
Your PO
Flat 4 months
Revenue Gap
~€310K
Window
<30 days
🔒 L&F Cross-Buyer Intelligence
› 3 peers increased POs 15–30% in Q1
› Post-renovation wave — 2 more quarters of growth
🏭 Supplier Health
🔴 3 Suppliers at RiskCross-buyer signals
€630K exposure ▼

Supplier Health — Risk Distribution

47 managed suppliers · performance score breakdown
47 suppliers
38 Healthy (81%) — score ≥90
6 Watch (13%) — score 80–89
3 Critical (6%) — score <80
Top suppliers at risk:
🔴 DistressJiangsu Xinhua
▶ Urgent audit + dual-source before Q2 order lock
€420K
Details ▼
Score
76 ↓ from 91
OTD
94%→78%
Quality
1.2%→3.8%
Compliance
↓12pts
🔒 L&F Cross-Buyer Intelligence
› Payment delays across 3 other L&F buyers
› Quality claim by separate L&F buyer — same defect
⚠ CapacityDhaka Weave
▶ Reserve alternative capacity — 2 VN factories available
Supply Risk
Details ▼
Utilised
91% maxed
Q3 Gap
+15% needed
Single-src
3 SKUs
Backup
None
🔒 L&F Cross-Buyer Intelligence
› Also maxed for 2 other L&F buyers in Q3
› 2 L&F Vietnam factories pre-qualified
⚠ Cert ExpiryGuangdong Fabric
▶ Escalate renewal — EU customs hold if lapsed
€210K
Details ▼
Expiry
47 days
SKUs
6 lines
At Risk
€210K
Lead Time
30 days min
🔒 L&F Cross-Buyer Intelligence
› Renewal not yet submitted
› Previous cycle: 3-month port hold

⚡ Quick Actions

Critical first · click to show all
Act Now — 2 critical · €840K at risk
1
Jiangsu Xinhua — Operational Distress
OTD −16pts · quality ×3 · cross-buyer delays · act before Q2 lock
€420K
2
Seasonal Deco — Overstock Building
PO +18% into declining market · before Q2 PO cycle
€420K
▼ Show 7 more signals
3
Bedding Linen — Cost Gap
€3.47 vs €3.20 market · April window
€180K
4
Cotton — Commodity Divergence
Index −15% · fixed contract unchanged
€140K
5
Dhaka Weave — Q3 Capacity Gap
91% utilized · Q3 lock 5 weeks
Supply Risk
6
OEKO-TEX Expiry — Guangdong
47 days · 6 SKUs · EU customs risk
€210K
7
Vietnam Diversification
2 L&F factories ready · no onboarding cost
€220K/yr
8
Home Textile — Missing Surge
Market +24% · PO flat 4 months
~€310K
9
CN Freight Consolidation
22% above L&F avg · program available
€95K/yr

🌐 Market Intelligence

Commodity · freight · regulatory · FX
🌾 Commodity
−15%
Cotton at 82¢/lb — Sustained Decline
USDA Q2 confirms surplus through Q3. Your fixed contract unrecovered — €140K to date.
▶ Review price clause before April 30
🚢 Freight
−8%
CN→EU Rates Stabilising at $2,200/40ft
Rates down 8% MoM. L&F network avg €3.45/unit. Your contract at €4.20 is 22% above.
▶ Consolidation closes €95K annual gap
📋 Regulatory
Q1 2027
EU CSRD Scope 3 Supply Chain Mandatory
Upstream emissions data required for large EU buyers. 6 of your suppliers not yet compliant.
▶ ESG supplier assessment within Q2
💱 FX
1.08→1.12
USD Weakening 3.7% vs EUR Since January
38% of your contracts USD-denominated, no hedge. ~€95K Q2 favorable, Q3+ risk rising.
▶ Review FX hedge strategy for H2

🏆 Competitor & Peer Movements

Via L&F network · anonymised
EU Home Goods · Large Retailer
Major EU buyer reducing China 20% — accelerating Vietnam & India transition
Q1 2026 earnings call confirmed. 3-year plan to reduce China below 45%. Now realising 11% unit cost advantage on shifted categories.
Via L&F · Mar 2026 · Relevant: your geo concentration signal
Bangladesh · Wage Accord
Bangladesh minimum wage +8% effective April 1 — cost pass-through H2 2026
14 key factories confirmed. Expect 3–5% unit cost increase on BD-sourced categories in H2 PO negotiations.
Active Apr 1 · Relevant: Bedding & Activewear cost outlook
EU Fast Fashion · 2 Peers
Two peers increased Home Textile POs +18–25% in Q1 — post-renovation demand wave
Both peers secured Q2–Q3 factory capacity. You remain flat. Factory allocation closing within 30 days.
L&F data · Apr 2026 · Relevant: your Home Textile purchasing plan