Raw Cotton Fiber →Prices ease
Towels & home linens
As apparel demand weakens, raw cotton fiber is less bid up, easing input costs for other cotton-intensive textiles like towels and home linens.
82% confidence
Polyester Staple Fiber (PSF) →Prices ease
China
China supplies 72% of PSF, so a tariff-driven drop in low-cost apparel flow should reduce PSF demand and pressure Chinese PSF prices.
77% confidence
Raw Cotton Fiber →Prices ease
India
India's large share of raw cotton fiber supply makes it exposed to weaker downstream apparel demand and softer export prices.
74% confidence
Raw Cotton Fiber →Prices ease
China
With a major supply share, China is exposed to lower raw cotton fiber off-take and pressure on cotton export prices.
73% confidence
Polyester Staple Fiber (PSF) →Prices ease
Tongkun Group
Tongkun accounts for about 18% of PSF supply, so weaker apparel demand from Shein tariffs should lower its PSF sales and realized prices.
69% confidence
Raw Cotton Fiber →Prices ease
Feminine hygiene & period products
Lower apparel-driven cotton demand can soften raw cotton fiber prices, reducing input costs for cotton-using hygiene products.
68% confidence
Raw Cotton Fiber →Prices ease
United States
The U.S. supply share gives it moderate exposure to weaker apparel-driven demand for raw cotton fiber.
66% confidence
Zipper Fasteners (Garment) →Prices ease
YKK Corporation
Weaker apparel demand reduces zipper-fastener orders, creating price pressure on YKK given its 40% share of this input market.
64% confidence
Industrial Sewing Thread →Prices ease
Coats Group plcCOA.L
Coats has a 25% share of thread supply, so weaker apparel demand from the Shein tariff shock should quickly reduce its thread sales and put price pressure on the business.
63% confidence
Zipper Fasteners (Garment) →Prices ease
China
China supplies 60% of these zipper fasteners, so reduced apparel production likely cuts import demand and export prices for Chinese producers.
63% confidence
EVA Copolymer (Footwear Midsole Foam) →Prices ease
Canada
Canada accounts for 54.4% of this input's supply, so weaker EVA demand would most strongly दब prices and selling volume there.
62% confidence
Raw Cotton Fiber →Prices ease
Brazil
Brazil's smaller but material cotton supply share leaves it somewhat exposed to the same downstream demand softness.
62% confidence
Industrial Sewing Thread →Prices ease
China
China supplies 30% of this thread input, so a drop in apparel production/orders is likely to cut thread export volumes and prices there.
60% confidence
Industrial Sewing Thread →Prices ease
American & Efird (Elevate Textiles)
With an 18% share of supply, American & Efird is exposed to lower thread orders and softer pricing if apparel volumes fall.
57% confidence
EVA Copolymer (Footwear Midsole Foam) →Prices ease
Hanwha Solutions (Hanwha Chemical)009830.KS
Hanwha has a meaningful 12% supply share and a 9-month replacement lead time, so a downstream demand slump should pressure its EVA-related pricing.
57% confidence
Industrial Sewing Thread →Prices ease
India
India's 18% supply share means reduced apparel demand can translate into lower thread exports and weaker realized prices.
56% confidence
EVA Copolymer (Footwear Midsole Foam) →Prices ease
Formosa Plastics Corporation USA
Formosa is a named EVA supplier with moderate substitutability and a 9-month replacement horizon, making it exposed to weaker input demand.
53% confidence
Synthetic Footwear Upper Material (PU/PET) →Prices ease
Canada
Because footwear is downstream of this PU/PET input, weaker low-cost footwear demand would reduce orders for the material, pressuring Canada's 23.4% supply share on price and volume.
51% confidence
Synthetic Footwear Upper Material (PU/PET) →Prices ease
China
Because footwear is downstream of this PU/PET input, weaker low-cost footwear demand would reduce orders for the material, pressuring China's 19.5% supply share on price and volume.
50% confidence
Synthetic Footwear Upper Material (PU/PET) →Prices ease
Italy
Italy's 15.7% share means a tariff-hit slowdown in footwear pull-through would likely translate into softer orders and lower prices for this input there.
47% confidence
Synthetic Footwear Upper Material (PU/PET) →Prices ease
Taiwan
Taiwan's 12.1% share makes it a meaningful supplier exposed to lower demand for synthetic upper material if low-cost footwear sales weaken.
45% confidence
