Dorel, Dynacraft ride COVID-19 demand for bicycles; supply chains still tight August 18, 2020 Demand for bicycles in the U.S. has been strong in the wake of COVID-19 with Giant and Dorel reporting sales growth of 22.9% and 8.1% year over year respectively in Q2. Dorel’s CEO, Martin Schwartz, has stated “we could have sold more bikes had we had them” and that “in-store inventory remains... Read more →
Giant, Trek cycle shipments fall behind as demand sprints ahead May 20, 2020 U.S. sales of bicycles may have risen by as much as 35% year over year in 2020 as people look for alternatives to gymnasium exercise during COVID-19. Yet, U.S. imports of bicycles have not responded to a surge in demand, suggesting domestic manufacturers may be reaping the benefits. U.S. impor... Read more →
Panjiva Basics: Handling VUCA With HALO; Lessons for Portfolio Construction in 2020 January 31, 2020 The Portfolio Construction Forum’s Markets conference in Sydney, Australia will consider how to handle volatility, uncertainty, complexity and risk (VUCA) in 2020. This report looks at the applicability of supply chain data to portfolio construction as well as key lessons from Panjiva’s 2020 O... Read more →