Li & Fung · Supply Chain Intelligence

Data → Insight → CFO Pain Point · Relationship Map & Story Line

8 Data Assets 9 Intelligence Signals 8 CFO Pain Points Addressed
Trading & Pricing Data
Performance Data
Market & Commodity Data
Cross-Buyer Network Data
🔒 EXCLUSIVE = only L&F can see this
Data L&F Holds
What we collect across the network
Trading
PO Volume & Pricing
By buyer, supplier, category, quarter
Contract Terms
Fixed vs floating, renewal dates, clauses
Payment Behaviour
Per supplier, across multiple buyers 🔒
Performance
Supplier Performance Scores
OTD%, quality rejection rate, compliance, lead time
Audit & Compliance Records
Certification status, expiry, findings
Market
Commodity Price Indices
Cotton (Cotlook A), linen, polyester, PTA
Freight Rates by Lane
CN→EU, BD→EU, VN→EU, per-unit cost
Retail Sell-Through Data
Market sales by category, EU/UK/US 🔒
Network
Peer Buyer Sourcing Patterns
Geo allocation, category POs, pricing 🔒
Country Risk Profiles
FX, labour cost, tariff, ESG by country
Factory Capacity Data
Utilisation, production slots, lead times
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Intelligence Derived
What only L&F can tell you
Cost
Cost vs Market Benchmark
Your price per unit vs what comparable buyers pay for same spec and origin
🔒 Requires cross-buyer pricing visibility
Cost
Commodity Contract Gap
Market commodity index vs your fixed contract price — unrecovered savings or upcoming cost pressure
Cost
Freight Cost vs Network Average
Your per-unit freight vs L&F network average on the same lane — addressable through consolidation
🔒 Requires cross-buyer freight data
Demand
Demand Misalignment
Your PO volume direction vs market retail sales direction — buying into decline or missing a surge
🔒 Requires retail sell-through + PO data
Supplier
Supplier Stress Early Warning
Supplier payment delays + OTD drop + quality decline across multiple buyers = operational distress signal
🔒 Requires cross-buyer behavioural data
Supplier
Capacity Risk Signal
Factory utilisation vs your Q3 forecast — identifies supply cut-off risk before it happens
Compliance
Compliance → Financial Risk
Cert expiry mapped to specific shipments + revenue at risk — not just an audit flag
Geo
Geo Concentration vs Peers
Your sourcing % by country vs comparable buyer average — with tariff excess quantified
🔒 Requires peer buyer geo data
Geo
Country Risk Profile
FX, labour cost trend, tariff regime, ESG compliance per sourcing country — for diversification decisions
Financing
SCF Utilisation & Opportunity
Credit line usage, working capital tied in pipeline, suppliers eligible for early payment programs
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CFO Pain Points Resolved
Questions the CFO couldn't answer before
💸Am I overpaying vs market?
No visibility into what others pay → L&F benchmark shows exact gap
📉Are my contracts capturing market movements?
Fixed contracts don't auto-adjust → L&F tracks commodity divergence
🚢Am I paying too much for freight?
No lane benchmark exists for them → L&F network average reveals overpay
📦Am I building excess inventory?
PO decisions made without market signal → L&F shows retail direction
💰Am I missing revenue opportunities?
No visibility into surging categories → L&F shows market growth vs flat POs
⚠️Will my supplier fail me?
Only see their own signals → L&F sees cross-buyer stress pattern first
🔗What if my only supplier can't deliver?
Single-source risk invisible until too late → L&F capacity + backup data
🚫Could a compliance issue block my shipment?
Audit findings feel abstract → L&F maps to specific revenue at risk
🌍Is my supply chain too concentrated?
No peer reference point → L&F benchmark shows gap & tariff cost
🏦Am I using my financing efficiently?
Working capital tied up invisibly → L&F maps SCF utilisation + headroom
📖   The Story Line

The Position

L&F sits between hundreds of buyers and thousands of suppliers across global trade. No single buyer, bank, or consultant sees what we see. Our data is the network — and the network is the insight.

The Gap We Fill

A CFO's ERP tells them what they spent. It doesn't tell them if they overpaid, missed a market move, or are about to lose a supplier. That gap is where L&F intelligence lives.

The Unique Claim

Four signals are exclusively L&F: cross-buyer pricing benchmark, cross-buyer supplier stress, peer geo concentration, and retail sell-through vs PO alignment. No one else has these.

Full Mapping Matrix
Signal Data Required Insight Derived CFO Pain Point Strategic Action L&F Exclusive?
Cost Benchmark PO pricing × peer buyers +8.4% above market avg Am I overpaying? Trigger renegotiation 🔒 YES
Commodity Gap Commodity index + contract terms Cotton ↓15%, contract fixed Contract missing market moves? Review price clause Partial
Freight Gap Freight rates × peer buyers same lane €4.20 vs L&F avg €3.45 Overpaying for freight? Consolidation program 🔒 YES
Demand Misalignment PO volume + retail sell-through PO ↑18%, market ↓11% Building excess inventory? Adjust Q3 purchase plan 🔒 YES
Demand Surge Retail sell-through + PO volume Market ↑24%, PO flat Missing revenue opportunity? Review purchase plan 🔒 YES
Supplier Stress Payment behaviour × 3+ buyers Distress pattern, not isolated Supplier will fail me? Factory audit + dual-source 🔒 YES
Capacity Risk Factory utilisation + PO forecast 91% used, Q3 needs +15% Supply cut-off risk? Reserve capacity / backup No
Compliance Risk Cert expiry + shipment schedule €210K Q3 revenue at risk Shipment blocked at customs? Schedule renewal audit No
Geo Concentration Geo allocation × peer buyers 68% China vs peers' 41% Too concentrated? Tariff risk? Diversification roadmap 🔒 YES
Country Risk FX, labour, tariff, ESG per country CN: CBAM 2026, RMB +8% What does my concentration cost? Vietnam onboarding Partial
SCF Utilisation Credit line usage + supplier terms 67% used, €2.1M headroom Using financing efficiently? Enrol eligible suppliers No
Li & Fung Supply Chain Intelligence Portal · Internal Working Document · May 2026