As more details of COVID-19’s spread came out in the weeks following the Chinese New Year, the immediate hit to Chinese retail from store closures and dwindling traffic gave way to an acknowledgement that supply chains faced potential disruption that could last for months. Several international brands issued press releases revealing snippets of information, but mostly warning of unquantifiable “uncertainty,” which they were closely monitoring. Later, the major Chinese brands followed suit. And now that many of the public companies have reported their year end results, more information is coming out about the prospective impact to their first quarters.

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