Supply Chain Research

Motorcycle manufacturer Yamaha reported calendar Q4’20 revenues which increased by 1.7% year over year, outstripping analysts’ estimates by 4.5 percentage points. The improved performance can be seen in U.S. seaborne imports linked to the firm which increased by 2.6% year over year in Q4’20. The firm has faced “higher logistics costs due to container shortages” according to Senior Executive Officer Tatsumi Okawa, a common challenge for firms with lengthy supply chains. Total U.S. seaborne imports of motorcycles climbed 58.1% year over year in Q4’20, likely reflecting a surge in demand fo...