Impact of the Russia-Ukraine Conflict on Apparel Industry – Thematic Research

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Impact of Russia Ukraine Conflict on Apparel Industry Overview

The Russian invasion of Ukraine has had global impacts on the apparel sector. The initial shock sent energy prices rocketing, and the sudden lack of availability of raw materials and staple crops is pushing up the cost of living for consumers worldwide, compounding the inflationary impacts of the global supply chain crisis. Consumers in rich economies are largely sympathetic to the plight of Ukrainians and quickly took to social media to demand that global brands stop selling in the Russian market and that retailers halt their operations in the country.

All these factors have substantially changed how global retailers operate, but retailers are affected differently depending on their exposure to various supply chains, the location of their factories compared to their markets, whether the company is publicly or privately held, and the geographic location of their biggest markets.

Key Trends

The main trends shaping the fallout from the Russian invasion of Ukraine are classified into three categories: transportation trends, regulatory trends, and raw material trends.

Transportation Trends: Shipping companies no longer dock in Russian and Ukrainian ports and Russia retaliates against Western bans on Russian planes by closing its airspace.

Regulatory Trends: The report highlights the key regulatory trends impacting the apparel industry, including sanctions, boycotts, and payment systems.

Raw Material Trends: The raw material trends impacting the apparel industry are staple crop production, rare gas supply disruption, and wood exports.

To know more about the impact of the Russia-Ukraine conflict on the apparel industry, download a free report sample

Impact of the Russia-Ukraine Conflict – Value Chain Analysis

The value chain of the impact of the Russian invasion of Ukraine can be categorized into impact on raw materials, impact on manufacturing, impact on transportation, and trading impact.

Impact on raw materials: The economic consequences of the shortage of raw materials due to the Russia-Ukraine crisis are significant and have disrupted global supply chains. The conflict is inflicting price hikes on raw materials along with rare gases, as the suspension of operations of Ukrainian ports and halted cargo shipments compounds the shortages.

Russia-Ukraine Conflict, by Value Chain

Russia-Ukraine Conflict, by Value Chain

To know more about the Russia-Ukraine conflict value chain, download a free report sample

Leading Companies in the Apparel Industry

Some of the companies making their mark within the apparel industry in the wake of the Russian invasion of Ukraine are:

  • Armani
  • Adidas
  • Burberry
  • Chanel
  • Fast Retailing
  • Gucci
  • H&M
  • Inditex
  • Nanushka
  • Nike

To know more about the apparel retailers in the Russia-Ukraine conflict theme, download a free report sample

Apparel Sector Scorecard – Impact of the Russia-Ukraine Conflict Theme

At GlobalData, we use a scorecard approach to predict tomorrow’s leading companies within each sector. Each sector scorecard has three screens:

The thematic screen ranks companies based on overall leadership in the 10 themes that matter most to their industry, generating a leading indicator of future performance.

The valuation screen ranks our universe of companies within a sector based on selected valuation metrics.

The risk screen ranks companies within a particular sector based on overall investment risk.

Apparel Sector Scorecard – Thematic Screen

Apparel Sector Scorecard – Thematic Screen


To know more about the sector scorecards, download a free report sample

Impact of the Russia-Ukraine Conflict Theme Overview

Russia-Ukraine Conflict Trends Transportation, Regulatory, and Raw Material
Report Pages 28
Value Chains Raw Materials, Manufacturing, Transportation, and Trading Impact
Leading Companies Armani, Adidas, Burberry, Chanel, Fast Retailing, Gucci, H&M, Inditex, Nanushka, and Nike


The report provides:

  • An overview of the potential outcomes and impacts of the Russian invasion of Ukraine, and the impacts of this on raw materials, manufacturing, transportation, and the trading impact in apparel.
  • Outlines of the retailers that will be less affected by this theme, as well as those whose operations will be the most affected.
  • The key transportation, regulatory, and raw materials trends impacting the theme and a timeline of the major milestones in the conflict.

Reasons to Buy

  • Themes are disruptive, so it’s easy to be blindsided by industry outsiders who invade your sector. Understanding the themes ecosystem will get you ahead of the curve.
  • Understand the themes emerging in 2022, allowing you to grasp a wider view of changes in consumer behavior and how they will impact your markets.
  • Explore how emerging themes in retail are allowing industry leaders to evolve, so you can better position yourself for long-term success.
  • An easy-to-use framework for tracking themes across all companies in all sectors.
  • Companies who invest in the right themes become success stories; those who miss the big themes end up as failures.

LC Waikiki
Doce and Gabbana
Fast Retailing
Mavi Denim
TJX Companies
Hugo Boss
Under Armour
La Redoute

Table of Contents

Table of Contents

  1. Executive Summary
  2. Players
  3. Thematic Briefing
  4. Trends

  • Transportation trends
  • Regulatory trends
  • Raw materials trends

  1. Industry Analysis

  • Timeline

  1. Value Chain

  • Raw materials
  • Manufacturing
  • Transportation
  • Trading impact

  1. Companies
  2. Sector Scorecard

  • Apparel sector scorecard

  1. Further Reading
  2. Our Thematic Research Methodology
  3. About GlobalData
  4. Contact Us

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