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Showing research about Cons. Discr. - Durables

20210416-retail-sales

Retail sales hit a high note as Casio, Fender volumes turn up

U.S. retail sales surged 30.4% higher year over year in March and rose by 21.8% compared to 2019. Payment of stimulus checks by the Biden administration may have been a factor. The fastest growing sub-sector outside of e-commerce was sports and leisure stores with growth of 78.1% year over yea... Read more →

20210401-whirlpool-corp

Whirlpool’s export explosion faces inevitable chip trouble

Whirlpool has reportedly experienced a 10% shortfall in deliveries of semiconductors versus its orders. The appliance maker’s Asia President, Jason Lai, has stated the firm is “facing an explosion of export orders” and that the shortage of chips in China “was inevitable”. The surge in demand c... Read more →

202104-outlook-demand-boom-global-1

Q2 2021 Outlook: Words become actions, threats going nowhere

The seeds of the challenges faced by global supply chains in Q1’21 were sown in the second half of 2020 and are unlikely to unwind before the end of Q2’21. Global trade activity remains robust, with exports from 17 countries that have reported data for February showing growth of 6.2% excluding... Read more →

20210330-ahead-eureka

Maersk considers the canal ahead for just-in-time supply chains

Disruptions caused to shipping operations through the Suez Canal as a result of the grounding of the Ever Given could take weeks to resolve and propagate through supply chains for months. Maersk’s CEO, Soren Skou, has stated the “incident will make people think more about their supply chains” ... Read more →

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