Supply Chain Research

FedEx has delayed the reporting of its fiscal fourth quarter results by a week, and announced that they will be writing down the acquisition of Kinko’s. That’s likely impacted by the lack of demand for office services during the COVID-19 shutdown. Other companies may delay their forthcoming earnings reports to assess the fallout from COVID-19. Panjiva’s U.S. shipping data can shed light into how companies are faring as countries start to reopen. Industries that have seen an improved momentum in U.S. import volumes in April / May combined versus Q1 include food and beverages, semiconducto...