Retail Sourcing Report: Q1 2026 Insights and Indicators

The Q1 2026 Retail Sourcing Report examines the evolving global sourcing environment as retailers navigate rising protectionism, geopolitical tensions, and supply chain fragmentation. The report provides data-driven insights into regional manufacturing trends, trade policies, freight rates, currencies, and commodity markets—helping sourcing leaders understand how economic shifts and global trade dynamics will impact retail supply chains in 2026.

Key Takeaways

• Global Trade Is Becoming Increasingly Fragmented
  Rising tariffs, geopolitical tensions, and protectionist policies are reshaping trade flows and forcing retailers to rethink sourcing strategies.

• Supply Chains Are Shifting Toward Regionalization
  Companies are diversifying sourcing networks and expanding nearshoring strategies—especially across ASEAN countries and markets like Mexico.

• Emerging Markets Continue to Drive Manufacturing Growth
  While Europe and North America face weaker manufacturing activity, markets such as India, Vietnam, and Southeast Asia remain important sourcing hubs.

• Freight, Currency, and Commodity Trends Will Shape Costs in 2026
  Container freight rates are expected to decline due to vessel overcapacity, while currency volatility and commodity price shifts will continue influencing sourcing decisions.