🟠 HIGH
Diesel ฿42.29/L · +40.4% vs pre-war (฿30.13)
🛢 WTI Crude
$92.48
▲ +0.38%
⛽ Diesel B7
฿42.29
▲ +40.36%
💵 USD/THB
฿32.24
▲ +0.19%
🔥 Nat Gas
$2.712
▲ +0.56%
⛓ Inflation Cascade
→
Diesel
฿42.29
+40.4% vs pre-war
→
Transport
+12.1–18.2%
cost increase
→
Production
+2.0–4.8%
COGS impact
→
Consumer CPI
+2.4%
estimated
👟 SFG Business Impact
- Logistics costs up ~12–18% — review freight contracts and 3PL rates
- Packaging & raw materials +40% upstream pressure — tighten OTB by 5–8%
- Consumer purchasing power squeeze: CPI +2.4% → expect demand softening in non-essential footwear
- USD/THB at 32.24 — import cost pressure on USD-denominated brands (Hydro Flask, TOMS, Native)
- Recommend: accelerate markdown decisions on slow SKUs, protect gross margin