Husqvarna’s revenues trimmed, import growth unchecked February 6, 2020 Husqvarna reported disappointing fourth quarter results, citing low North American demand. Revenues fell by 1.0% year over year in Q4 while U.S. seaborne imports linked to the firm rose by 18.8%. That may suggest an inventory problem, which was confirmed by CEO Kai Wärn’s statement that “we pr... Read more →
Panjiva Daily: Trump’s tariffs still successful; Electrolux, Sherwin Williams feel the burn February 6, 2020 The latest U.S. trade data shows tariffs on Chinese exports continue to cut trade even though more than a year has passed since they were first implemented. Companies as diverse as Sherwin Williams and Midea may be seeing a drag to their business. Also: Husqvarna’s revenues trimmed, import gro... Read more →
Tariff Quote Watch: Investor AB Hopes Holdings’ Brexit, Tariff Risks Will Fall January 28, 2019 Investor AB faces geopolitical risks across its industrial holdings. CEO Johan Forssell has stated that Brexit has led some of the companies it has holdings in to “build additional inventory”. Meanwhile a solution to the U.S.-China trade war would result in “significantly less uncertainty”, al... Read more →