Grupo Yes S.A.C.
Business Opportunity Assessment Report

Company Snapshot

Grupo YES S.A.C. is a Peruvian corporate entity registered in San Isidro, Lima, operating as an import-focused trading company specializing in apparel, footwear, and accessories. It functions primarily as a distributor—sourcing finished goods from international suppliers for domestic retail and wholesale channels in Peru. Its supply chain is highly concentrated in European manufacturing hubs, with Hamburg and Barcelona accounting for over 76% of its import volume. A notable structural shift occurred in late 2024–2025: transaction frequency surged by 217% year-on-year (2024 vs. 2023), driven by sharp growth in order volumes from Mexico and Spain, signaling intensified regional sourcing and distribution scaling.

Company Profile

• Company Name: Grupo YES S.A.C.
• Data Source: Customs trade records & public registry data
• Country of Registration: Peru
• Address: Jorge Basadre 895, San Isidro, Lima, Peru
• Core Products: Men’s and women’s knitwear (T-shirts, polo shirts), woven shirts, leather & textile handbags, men’s trousers, neckties, socks, watches, and footwear components
• Company Type: Distributor

Trade Trend Analysis

Data interpretation reveals extreme volatility in monthly import activity—peaking at 97,183 units in September 2024 and collapsing to just 63 units in December 2024—indicating demand-driven batch procurement rather than steady replenishment. Over 68% of all transactions occurred in just six months (2024/09–2025/02), suggesting seasonal retail cycles or inventory build-up ahead of key Peruvian holidays (e.g., Fiestas Patrias, Christmas). The 2025 rebound—especially the 36,995-unit spike in September 2025—confirms recurring high-intensity import windows. This pattern reflects elevated inventory risk due to lumpy ordering behavior and narrow operational buffers.

Trade Partner Analysis

Data interpretation shows strong concentration among top-tier partners: the top 3—Adolfo Dominguez USA, CPW Mexico, and Hugo Boss AG—collectively account for 66.9% of total transaction count, yet only 2 of the 3 remain active (Hugo Boss relationships show dual entries—one lost in Ukraine, one in China—suggesting fragmented sourcing across geographies). Notably, ‘No Disponible’ (Peru-based) ranks #4 with 10.8% share but zero identifiable brand—hinting at opaque local consolidation or private-label intermediaries. The presence of UPS Co. (Ecuador) and BNS International (Germany) signals logistics-driven or cross-border fulfillment roles rather than end-product branding. This indicates moderate counterparty risk due to heavy reliance on few large suppliers and ambiguous local partners.

HS Code Analysis

Data interpretation highlights clear product segmentation: HS 6109100039 (men’s cotton T-shirts) and 6105100099 (men’s cotton shirts) dominate—representing 14.2% of all transactions—confirming core focus on basic menswear. Complementary categories include 4202220000 (leather handbags), 6205200000 (men’s woven trousers), and 6505009000 (hats)—all aligned with mid-tier fashion accessories. Notably, HS 7117900000 (imitation jewelry) and 6215100000 (neckties) signal expansion into coordinated lifestyle assortments. Zero overlap with technical textiles or performance wear implies no sportswear or outdoor specialization. This reflects low product diversification risk but high exposure to cotton apparel price volatility and tariff sensitivity.

Trade Region Analysis

Data interpretation shows pronounced geographic bifurcation: 43.4% of transactions are tagged “Other”—a red flag indicating incomplete or anonymized origin reporting—while Mexico (23.5%) and Spain (11.3%) are the only fully transparent, high-volume sources. Italy and Germany follow with stable but smaller shares. The abrupt emergence of United States (0.41%, newly added in Nov 2025) and absence of major Asian exporters (e.g., Vietnam, Bangladesh) despite HS codes pointing to labor-intensive apparel suggest reliance on EU/Mexico-based cut-make-trim (CMT) or branded inventory—not direct factory sourcing. Costa Rica, Panama, and Singapore—all previously active—have been inactive since mid-2024, confirming strategic withdrawal from Central American and Asian transshipment routes. This implies elevated supply chain opacity and limited regional redundancy.

Export Port Analysis

Data interpretation confirms Hamburg as the dominant gateway—handling 57.2% of all imports—followed closely by Barcelona (19.5%), forming a dual-axis European entry strategy. Vigo (12.8%), though now inactive, was historically significant—suggesting past reliance on Northwest Spain logistics. The recent appearance of Livorno (Italy), Aurora (USA), and Milano (Italy) in 2025 signals deliberate port diversification toward Mediterranean and North American gateways—likely to reduce lead times and mitigate Hamburg congestion risks. Shanghai and Hong Kong appear only in pre-2024 data and are now dormant, confirming exit from direct Asian maritime lanes. This signals growing logistical sophistication but also exposes dependency on two ports covering >76% of volume.

Contact Information

• Official Website: Not publicly identified
• LinkedIn: Not found
• Facebook / Twitter / Instagram: Not found
• Email: Not publicly available
• Phone: Not publicly available
• Physical Address: Jorge Basadre 895, San Isidro, Lima, Peru

Company Trade Summary

• Dominant role: Peruvian apparel/accessories distributor with EU-centric sourcing.
• Core strength: High-volume, repeat procurement from branded European suppliers (Adolfo Dominguez, CPW Mexico).
• Key vulnerability: Heavy reliance on Hamburg/Barcelona ports and opaque ‘Other’ origin category (43.4% of trades).
• Strategic signal: Recent U.S. and Italian port activation suggests active de-risking and nearshoring exploration.
• Product focus: Cotton basics (T-shirts, shirts), leather/textile bags, trousers, and coordinated accessories—no technical or sustainable-material emphasis detected.