Supply Chain Research

Nintendo has reported FQ3’21 (calendar Q4’20) revenues which climbed 9.7% year over year, beating analysts’ estimates by 9.2 percentage points and bringing revenue growth for the first nine months of the fiscal year to 37.3%. That’s come despite the competition from new console launches by Microsoft and Sony as well as ongoing logistics challenges. The latter didn’t prevent a 33.9% year over year increase in U.S. seaborne imports linked to Nintendo in Q4’20 and a further 70.4% surge in the first three weeks of January as the firm prepares for new product launches. Imports linked to Micro...