H&M Beats 3Q Estimates for First Earnings Gain in Two Years

The transcript discusses the company's profit rebound attributed to improved assortment and customer experience. It highlights markdown strategies, sales performance, and the potential for further reductions. The growth of online sales and its integration with physical stores is emphasized. The impact of trade wars on the supply chain is acknowledged, with a focus on flexibility and mitigation strategies. The outlook for the fourth quarter is cautious, with an emphasis on full-price sales and industry challenges.

What challenges are posed by trade wars to the supply chain?

What is the significance of markdowns and reductions in the retail industry?