Fashion
Indian container cargo to post resilient 8% growth in FY26: CareEdge
FY26 container volume growth is estimated to moderate by 100-150 basis points, with the underlying assumption of one-third impact of US tariff on export volumes of affected sectors, compensated mainly by capacity additions and increased transhipment activity, it said.
Container volume growth in India will be 8 per cent in FY26, backed by capacity expansion, rising transhipment activity and slated completion of the entire Western Dedicated Freight Corridor, CareEdge Ratings recently projected.
Rising insurance costs, shipping rates owing to volatility in the Shanghai Containerised Freight Index and transit times are weighing on the sector’s growth trajectory, it noted.
Rising insurance costs, shipping rates owing to volatility in the Shanghai Containerised Freight Index (SCFI) and transit times are weighing on the sector’s growth trajectory, it noted.
Cargo volumes on Gujarat’s coast fell by 6 per cent in May 2025 due to India-Pakistan tensions.
Additionally, the United States has imposed a 50-per cent tariff on Indian imports, adversely affecting key export sectors like home textiles and speciality chemicals.
While the United States accounting for 20 per cent of India’s exports, its share in sea-based trade (excluding electronic items) is barely 5 per cent, implying a moderate direct impact on port volume, CareEdge Ratings said in a release.
The organisation expects a significant impact on segments such as home textiles and readymade garments, gems and jewellery, shrimp products, automobile and engineering components and speciality chemicals based on their export exposure to the US and comparative tariff structure with other Asian countries.
Fibre2Fashion News Desk (DS)
The slow growth in October could be attributed to less number of working days because of a number of festivals.
The growth rate of India’s index of industrial production (IIP) for October was 0.4 per cent YoY, quick official estimates show; it was 4 per cent in September.
The IIP stood at 150.9 against 150.3 in October 2024.
The YoY growth rate for the manufacturing IIP (151.1) in the month was 1.8 per cent.
Within manufacturing, nine out of 23 industry groups recorded a positive YoY growth in October 2025.
The YoY growth rate of the manufacturing IIP in October was 1.8 per cent. The IIP for manufacturing was 151.1 in the month, a release from the ministry said.
Within the manufacturing sector, nine out of 23 industry groups recorded a positive YoY growth in October 2025.
The indices stood at 148.9 for primary goods (growth rate minus 0.6 per cent), 111.8 for capital goods (growth rate 2.4 per cent), 166.5 for intermediate goods (growth rate 0.9 per cent) and 197.2 for infrastructure/construction goods (growth rate 7.1 per cent) for October.
The indices for consumer durables (growth rate minus 0.5 per cent) and consumer non-durables (growth rate minus 4.4 per cent) stood at 129.2 and 139.9 respectively.
Fibre2Fashion News Desk (DS)
By
Reuters
Published
December 2, 2025
American Eagle Outfitters raised its annual comparable sales forecast on Tuesday, betting on marketing-driven demand for its apparel and accessories during the holiday season, sending its shares up about 15% after the bell.
Marketing campaigns and newer collections of clothing, along with a focus on high-earning consumers, have helped the company offset losses from the broader retail slowdown and budget-conscious consumers pulling back on discretionary spending amid inflationary prices and trade-policy-driven uncertainty.
The company has been trying to boost demand through its marketing initiatives, including the “Great Jeans” denim campaign with actress Sydney Sweeney, a tie-up with NFL player Travis Kelce’s clothing brand Tru Kolors, and partnerships with tennis player Coco Gauff and actress Jenna Ortega.
The company sees annual comparable sales rising in the low single digits, compared to its previous expectations of about flat growth.
The company posted quarterly net revenue of $1.36 billion, compared with analysts’ estimates of $1.32 billion, according to data compiled by LSEG.
Quarterly comparable sales rose 4%, compared with analysts’ estimates of a 2.4% rise. The company sees current quarter comparable sales rising between 8% and 9%, compared with analysts’ estimates of a 2.2% rise.
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Although three of the five PMI components continued to reflect improving operating conditions, employment and stocks of purchases contracted. Production and new orders rose for the fourth straight month, supported by consumer and intermediate goods, but investment goods saw renewed declines.
Thailand, India, Vietnam, Colombia, Pakistan and the US led global output rankings. The euro area and the UK registered mild growth, Japan contracted, and China saw output stagnate. Export demand remained a drag: global new export orders fell for the eighth consecutive month, though at the slowest pace in the current downturn. Developed markets such as the US, Japan and the euro area saw declines, while emerging markets, including mainland China and India, recorded increases.
Global manufacturing growth softened in November as the PMI slipped to 50.5, reflecting slower gains in output and new orders and a return to job losses.
Consumer and intermediate goods drove expansion, but investment goods weakened.
Export demand continued to contract, while business sentiment improved slightly yet stayed below average.
Inflation pressures persisted, especially in developed markets.
Business confidence edged up to a five-month high but stayed below its long-run average for the twentieth consecutive month. Brazil, Colombia and Thailand were the most optimistic, with the UK and the US also ranking high. The new orders-to-inventory ratio reached an eight-month peak, signalling tentative resilience ahead.
Employment fell for the second time in three months, with job cuts in China, the euro area and the UK offset by gains in the US, Japan and India. Backlogs of work continued to shrink, marking forty-one straight months of decline. Inventory, purchasing activity and input stock indices all pointed to contractions.
Input costs and factory-gate prices rose again, with inflation pressures sharper in developed markets. Supply chains remained strained as average vendor delivery times lengthened for the eighteenth month running.
“The JP Morgan global manufacturing output PMI fell back 0.3-points to 51.2 in November, a level consistent with modest but resilient growth in global industry. In our forward-looking indicators, the future output PMI made a reassuring 1.4-point rebound after dropping in October, though this was tempered somewhat by a fall in the new orders index to a four-month low. By economy, output in the US and India are still expanding at solid rates, whereas the performances in China and the rest of the G-4 remain lacklustre in comparison,” Maia Crook, Global Economist at JP Morgan, said in a release.
Fibre2Fashion News Desk (KD)
India’s IIP sees 0.4% YoY growth in Oct 2025: Quick official estimates
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