🟡 ELEVATED
Diesel ฿36.21/L · +20.2% vs pre-war (฿30.13)
🛢 WTI Crude
$86.39
▲ +3.03%
⛽ Diesel B7
฿36.21
▲ +20.18%
💵 USD/THB
฿31.98
▼ -0.47%
🔥 Nat Gas
$2.667
▼ -0.26%
⛓ Inflation Cascade
→
Diesel
฿36.21
+20.2% vs pre-war
→
Transport
+6.1–9.1%
cost increase
→
Production
+1.0–2.4%
COGS impact
→
Consumer CPI
+1.2%
estimated
👟 SFG Business Impact
- Logistics costs up ~6–9% — review freight contracts and 3PL rates
- Packaging & raw materials +40% upstream pressure — tighten OTB by 5–8%
- Consumer purchasing power squeeze: CPI +1.2% → expect demand softening in non-essential footwear
- USD/THB at 31.98 — import cost pressure on USD-denominated brands (Hydro Flask, TOMS, Native)
- Recommend: accelerate markdown decisions on slow SKUs, protect gross margin