Watching events in China (especially the province these guys are in), and I think you're exactly right with the potential impact on GAP.
Their main path to market must have been offline for at least three weeks now, and once they do get back I'd expect it will be well below 'normal' capacities - and who knows when that will be?
Unless they have some alternate supply chain source outside of China, I'd expect more bad news coming shortly.
Ann: Market Update, page-18
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