Investigaciones de Panjiva

Shoemakers Face Unpleasant Trip If Tariff Hikes are Delivered

May 21, 2019

Over 170 footwear manufacturers ranging from Adidas to Under Armour have warned that the Trump administration’s proposed 25% duties on all Chinese imports could prove “catastrophic for our consumers, our companies, and the American economy as a whole”. Initially prices would ... Read more →

Tariff Quote Watch: Brooks To Run Production from Vietnam Ahead of Duty Risks

May 7, 2019

Brooks Running plans to shift most of its production of training shoes to Vietnam from China because of the threat of tariffs. The change will prove “disruptive, but the reality” according to CEO Jim Weber. Brooks has already started altering its supply chain. U.S. seaborne imports... Read more →

Under Armour’s HOVR Can’t Stop Slippage in Sales, Imports

May 3, 2019

Under Armour reported 1Q 2019 revenues that included a 3.0% drop in revenues in North America as well as a 23.8% year over year decline in inventories. That’s consistent with a 34.6% year over year drop in its U.S. seaborne shipments in 1Q, which in turn was driven by a 40.0% slump in it... Read more →

Alpek May Beat Reliance as Yarn Supply Chains Are Rewoven

May 2, 2019

The U.S. Commerce Department has determined that exports of polyester yarn from China and India have been subsidized at rates of up to 460%. The case, brought by Unifi and Nan Ya Plastics, won’t be completed until Oct. 24. So far supply chains have not altered radically. Imports from Chi... Read more →

Skechers, Adidas Could Run More From Vietnam With New Oakland Service

April 16, 2019

Pacific International Lines will launch a new container service to Oakland, Ca. from Haiphong in Vietnam. That’s likely been driven by surging seaborne traffic from Vietnam – driven by U.S. tariffs on Chinese exports – which climbed 16.9% year over year in the 12 months to Ma... Read more →

Trump’s Jet Leverage Attempt May Cause EU Talks To Crash

April 9, 2019

The administration of President Donald Trump, via the U.S. Trade Representative, has announced a list of 326 import lines from the EU which it may apply tariffs to in retaliation for EU subsidies provided to Airbus. The review, under the section 301 process, will likely run for several months ... Read more →

The Remarkable Resilience of America’s Demand for Imports

April 8, 2019

U.S. seaborne imports returned to growth in March with a 6.7% year over year expansion following a 4.1% drop in February. The improvement came despite a 3.9% drop in imports from China, which likely reflects the effective implementation of U.S. tariffs. That’s been offset by a 17.8% surg... Read more →

Lululemon Leaps Ahead, Achieves Balance With Youngone

March 28, 2019

Lululemon has announced a full year earnings outlook that was well ahead of consensus estimates after the sportswear retailer delivered 16.0% year over year growth in same-store sales. U.S. imports in the three months to Feb. 28 surged 41.4% year over year, suggesting growth is set to continue... Read more →

2Q19 Policy Outlook: Traveling Without Moving, Six Deals to Watch

March 21, 2019

A slowdown in global trade is being accompanied by glacial progress in six of the major trade negotiations identified in Panjiva’s 2019 Outlook. (1) Brexit remains in limbo until a third British parliamentary vote due next week. The no-deal deadline for leaving the EU has effectively been move... Read more →

Vietnam May Be Winning the U.S.-China Trade War

March 20, 2019

Continued uncertainties about the outcome to the U.S.-China trade war may be leading companies to accelerate changes in their supply chains to include sourcing from other countries. Vietnam has been one beneficiary of that process over the longer-term. Vietnam’s export development has be... Read more →

Showing research about Cons. Discr. - Apparel