Supply Chain Research

Warranted Optimism: Management sentiment vs. supply chain activity

December 4, 2020

Earnings conference calls in Q4’20 have shown a marked increase in management optimism, with net positivity rising by 36.6% versus calls held in Q3’20. That likely reflects improved economic activity after the pandemic’s industrial lockdowns but was still 9.3% below the pre-pandemic calls of Q... Read more →

Samsung, Honda face higher costs as Thailand loses preferential tariff status

November 9, 2020

The Trump administration has announced the suspension of Thailand’s reduced tariff privileges under the Generalized System of Preferences. The administration cited a lack of market access to Thailand for U.S. exporters as the main reason, continuing a process that started with the suspension o... Read more →

Target, Samsonite could be wooed by China’s new trade support scheme

August 21, 2020

China has announced an export support package aimed at “labor-intensive export enterprises” including credit loans and insurance. That comes ahead of a new round of U.S.-China talks and could fall foul of WTO rules. Labor intensive industry exports from China to the U.S. have declined over the... Read more →

Qurate sticks with China through tariffs, pandemic

August 17, 2020

Qurate managed to generate 10% revenue growth in Q2 as the online and TV retailer delivered a strong mix of product choices as well as cutting inventory days to 56.2 from 70.2 a year earlier. Yet, its stock price dropped on the day of the results after the firm stated that profitability fell “... Read more →

Wolverine World Wide sales slide, pursues dual China-Vietnam strategy

August 11, 2020

Footwear manufacturer Wolverine World Wide’s stock price dropped after the firm reported declining revenues in Q2 despite an improvement in ecommerce sales. U.S. seaborne imports linked to the firm dropped by 57.0% year over year in Q2’20 as the firm attempted to unwind inventories in the lowe... Read more →

Pentair warns of COVID-19 supply chain disruptions after sales slip

July 24, 2020

The Q2 earnings report season is set to peak on July 30 in terms of firms which have complex supply chains. Panjiva’s data can provide deep insights into activity levels and structures at the product and geographic level. One example is Pentair which reported a 10.9% decline in revenues compar... Read more →

Iran, Mexico, oil and the sourcing of Venezuela’s food

June 22, 2020

Iran has threatened to retaliate against U.S. shipping if the U.S. blocks Iranian tankers bound for Venezuela. Shipments of oil and food to Venezuela remain fragile in the wake of U.S. sanctions. Panjiva’s data shows Venezuelan imports are dominated by foodstuffs including soybean oil and rice... Read more →

Honda’s cyber attack may ripple through supply chain to ZF, BorgWarner

June 16, 2020

Honda shut down production for a day due to a cyber attack, causing short-lived disruptions across its supply chain. This report examines Honda’s supply chain graph, Panjiva’s mathematical representation of its supplier and buyer relationships, and identifies 866 counterparties with 940 relati... Read more →

Cargill’s activity rises, supply chain turnover increases

June 8, 2020

Agricultural product trader Cargill is cutting back its reporting to an annual basis from quarterly, providing an information gap for decision makers looking at the firm and its publicly-traded competitors such as ADM and Bunge. Panjiva’s global shipping data can provide deep insights into Car... Read more →

Evergreen Marine, Maersk win from Pacific International’s withdrawal

June 1, 2020

Pacific International Lines (PIL) has started discussions with lenders after withdrawing container shipping services on transpacific routes in March, leading to an 89.4% year over year slide in its volumes handled on Asia-U.S. routes in April. PIL’s withdrawal reduces competition on Asia-to-U.... Read more →

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