Investigaciones de Panjiva — Panjiva
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Panjiva Research has been discontinued as of March 23, 2022. Thank you for your readership over the past five years. We hope you will explore the Journal of Commerce, now an S&P Global publication following the completion of our merger with IHS Markit.


Showing research about Cons. Discr. - Retailing

20220323-ever-forward-origins-600x398

Ever Forward stops short

The Ever Forward has run around in the Chesapeake bay, potentially leaving the vessel stuck in the mud for the foreseeable future. The vessel, which had visited Baltimore prior to the incident, was likely in route to Norfolk, and marks the second time a high-profile Evergreen vessel has ended ... Read more →

20220323-guess-seasonal-600x407

Guess guesses correctly with early orders

Guess reported their fiscal Q4 earnings, reporting a 23.4% year over year increase in revenue that missed analyst expectations by just 0.7%. Panjiva data shows that imports increased by 33.3% in that same period, aligning with an 18.8% year over year change in inventories. The increase in acti... Read more →

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Xbox keeps growth up through the holidays

Imports of video games have fallen over the past months, down 18.1% year over year in January and 9.7% year over year in Q4. This indicates that imports likely came in early as companies adapted to the extended lead times indicative of logistics recently. Not all brands have been hit evenly, h... Read more →

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Mattel, Hasbro outplay congestion challenges

Mattel has secured the rights to produce toys based on Disney princesses with the transfer from their rival Hasbro happening in 2023. This is a win for Mattel, who had previously lost the rights. Imports of toys had a booming Q4, up 14.6%, although some of the increase may be attributed to lat... Read more →

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Santa ramps up toy imports in November

U.S. imports in November were at least 2,854 thousand TEU, Panjiva data accessed on Dec 12 shows, down 4.7% month to month from October. While slower, this was still 6.3% higher than November 2020, and shows that elevated U.S. imports are still in place even after the usual October peak. This ... Read more →

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Vietnam sourcing still problematic for Adidas, Nike

Vietnam benefited from the surge in U.S. imports over the past year, building on successes claimed during the U.S. China trade war and rising with overall trends. The country saw U.S. imports increase by 36.0% year over year in August, but the outbreak of COVID-19 and subsequent lockdowns saw ... Read more →

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Record October imports as US holiday shopping shipped early

U.S. imports remained strong in October, posting another record month. Volumes were 2.7% higher than October 2020, the highest level last year. This is an increase of 20.5% year over year when compared to October 2019 and continues to show that U.S. logistics chains are at capacity. This cycle... Read more →

20211110-video-games-seasonal-600x397

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 →

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Furniture, leisure imports hit ceiling as U.S. sales perk up

U.S. retail sales increased by 14.3% year over year in September, increasing by 22.3% year over year when compared to 2019. This continues strong demand since the end of pandemic lockdowns, likely contributing to the current year long peak season and supply chain disruptions. Retail sales were... Read more →

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