Investigaciones de Panjiva — Panjiva


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Ford, GM see impact of chip shortage

Automakers reporting Q3 results over the past few weeks have had a common theme in talking about the chip shortage and the impact on business. Ford CFO John Lawler noted the challenges facing the industry saying they saw “lower-than-anticipated improvement in chip availability in the second ha... Read more →


Xbox still outplays rivals in October

The chip shortage is likely to affect the holidays this year with companies like Nintendo and Sony indicating that their supply chains are disrupted by shortages of the essential components. These consoles and games are popular gifts during the shopping season, and many consumers may be lookin... Read more →


REC Silicon shifts sourcing to China

REC Silicon reported a 19.5% year-over-year change in Q3 revenues that exceeded analyst expectations by 4.9%. Panjiva data shows that imports associated with the firm increased by just 1.0% year over year in the quarter, hitting supply chain headwinds that SVP Kurt Levens noted were also oppor... Read more →


Danaher cuts imports; PPE down from pandemic highs

Imports of masks to the U.S. have settled from pandemic highs, down 86.6% year over year in July and August combined, while imports of gloves have seen more sustained growth, up 164.3% in the same two months. Imports are still relatively higher than 2019 levels, however, by 18.8% for masks and... Read more →


Toro braces for inflation after steady summer

Toro, a maker of lawn and garden equipment, released FQ3 earnings, reporting a 16.2% year over year increase in revenues. Panjiva data shows that imports associated with the firm increased by 77.4% year over year in the same three month period. CEO Richard Olson noted that the company was expe... Read more →


Greif raises prices, boosts imports in packaging expansion

Greif, a packaging company, released FQ3 earnings covering the three months to July 31. The firm reported a 37.7% year-over-year increase in revenues that surpassed analyst expectations by 7.4%, while Panjiva data associated with the firm showed a 112.2% year-over-year increase in volumes. The... Read more →


BJ’s Wholesale covers inflation with aggressive cost-cutting

BJ’s Wholesale Club, a bulk retailer, reported 5.6% year over year growth in FQ2 revenues that passed analyst expectations by 10.0%. Corresponding Panjiva data for that period shows that imports associated with the firm increased by 50.2% year over year or 18.0% against 2019. CEO Robert Eddy n... Read more →


TJX offsets freight surge with price rise, cost cuts

TJX reported an increase of revenues of 81.1% year over year that exceeded expectations by 10.0%. Nonetheless, CFO Scott Goldenberg noted in the companies earnings call that they expected freight, supply chain and wage costs to be higher” in the second half. Imports associated with the company... Read more →


Super Micro, Asus fight high demand with imports

Orders for Chromebook parts are down, potentially a sign that the rabid demand for laptops in the U.S. may be slowing. Panjiva analysis shows that imports of laptops grew by only 3.8% year over year in Q2, against Q1 which saw a 110.7% year over year increase. Asus likely took advantage of the... Read more →

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