Investigaciones de Panjiva

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

April 16, 2021

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 →

Giant, Kent cycle imports rally as elevated demand fulfillment continues

April 15, 2021

Bicycle demand has remained elevated during the pandemic for both sports and leisure pursuits, as well as more recently for in-city commuting to avoid public transportation. U.S. imports of regular and e-bikes surged 53.5% year over year in the three months to Feb. 28 and by 68.2% versus the s... Read more →

LG Electronics ups washer capacity as imports soar during pandemic

April 15, 2021

LG Electronics plans to expand its U.S. washing machine factory by around 50% in staffing terms. The initial investment in U.S. manufacturing in 2018 was driven by an “in-market, for-market” supply chain strategy and came as the Trump administration applied section 201 tariff rate quotas to im... Read more →

Lovesac delivers rapid growth at higher freight costs, risk of component problems

April 14, 2021

Lovesac has reported FQ4’21 (to Jan. 31) revenues which jumped by 40.7% year over year, beating analysts’ estimates by 11.5 percentage points, as the furniture maker benefited from a surge in stay-at-home demand. The firm faces “some headwinds from freight” expenses and new product launches ar... Read more →

PriceSmart’s time delays may have passed after bumper March imports

April 13, 2021

PriceSmart released FQ2’21 (to Feb. 28) revenues which increased by 3.4% year over year. The firm’s supply chain activity slowed with U.S. seaborne imports linked to the firm down by 7.3% in the three months to Feb. 28. Yet, there was a 316.4% jump in March, potentially as prior logistics netw... Read more →

First 3 million TEU month for U.S. imports as demand, congestion clash continues

April 12, 2021

U.S. seaborne imports of containerized freight increased by 50.5% year over year in March and by 36.9% when compared to March 2019. That resulted in a record 3.02 million TEUs shipped, or 97,300 TEUs per day. The latter was 7.2% higher than the peak season of the three months to Nov. 30, indic... Read more →

Norfolk Southern’s Chicago delays could cause challenges for Deere, Ikea

April 7, 2021

A backlog at Norfolk Southern’s Chicago railyard is reportedly causing shipping delays at U.S. east coast ports. Average daily railcar counts at Norfolk Southern’s Calumet Yard in Chicago increased 19.7% sequentially in the four weeks to March 31 versus a 3.8% decline for all yards in the city... Read more →

Whirlpool’s export explosion faces inevitable chip trouble

March 31, 2021

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 →

Q2 2021 Outlook: Words become actions, threats going nowhere

March 31, 2021

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 →

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

March 29, 2021

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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