I Don’t Wanna Dolly, I Wanna PlayStation VR! — Panjiva
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I Don’t Wanna Dolly, I Wanna PlayStation VR!

  • By Christopher Rogers
  • · August 19, 2016
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The month of July normally represents the start of the toy import season ahead of the holidays, and represents around 9% of annual shipments. This year is off to a swift start, with a 7% growth in imports in July. Amongst the categories dolls and figures continue to stumble, falling 4% in July after a […]

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July 2016 – US Imports Return to Growth on Europe, Furniture

  • By Christopher Rogers
  • · August 12, 2016
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U.S. seaborne imports returned to growth in July, rising 2.2% on a year earlier according to Panjiva data. Geographically this was driven by growth from the European Union (5.7%) and China (4.8%), while furniture and toys grew strongly in terms of products. For the full year this could mean 1.6% growth overall, a picture that […]

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The Athleisure Trend is So Over

  • By Christopher Rogers
  • · August 10, 2016
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Lululemon and Under Armour warn third quarter will be difficult. Panjiva data shows yoga and track-clothing imports to U.S. down 28% and 44%. Imports of trainers still strong though, favoring Adidas and Skechers The sportswear industry has seen a strong performance recently, with Lululemon beating analysts’ expectations for sales back in June, according to Bloomberg, […]

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Deciphering the Deficit – Why did June Jump?

  • By Christopher Rogers
  • · August 1, 2016
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U.S. trade deficit higher than expected. Exports drop, not helped by autos. Seaborne import shipments – flagged by Panjiva two weeks ago – fall, yet airborne increased. The advance U.S. trade deficit, published in a new format on Thursday by the Census Bureau, came in at $63.3 billion. This was 3.8% higher than in May […]

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Samsung Winning the Phone Wars in a Shrinking Market

  • By Christopher Rogers
  • · July 22, 2016
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Trade data is about more than just containers – it can also be used to track the electronics industry. U.S. smartphone imports fell 3.2% in May vs. 2015, vs. expectations of growth for the full year. Samsung appears to be well ahead of the game, with imports from South Korea and Vietnam jumping 47%. Smartphone […]

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The M-pires Strike Back in June Shipping Performance

  • By Christopher Rogers
  • · July 20, 2016
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Panjiva’s U.S. import data provides an insight into the relative competitive performance of the major shippers. So, how did they do in June and in the second quarter as a whole? As we highlighted in an earlier post, June was a weak month overall, with total volumes imported falling 3% in TEUs vs. May and 1.4% […]

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Tracking Turkish Supply Chain Risk

  • By Christopher Rogers
  • · July 18, 2016
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The attempted military coup over the weekend in Turkey appears to have put strain on Turkish-U.S. relations, with Turkish threats and the U.S. cancelling flights. So, where are the supply chain risks? Panjiva data shows the largest import lines for the U.S. from Turkey, during the first half of 2016, include stone and ceramics, carpets […]

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June 2016 – China and Brexit Take a Bite Out of U.S. Imports

  • By Christopher Rogers
  • · July 15, 2016
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China and Brexit Take a Bite Out of U.S. Imports. U.S. imports fall 1.5% in June vs. year earlier. Chinese economy, Brexit partly to blame. 2016 full year growth likely just under 2%.  Panjiva’s import data provides a timely guide to U.S. trade performance, and comes ahead of official advanced figures that are not published until […]

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Training for the Olympics – Americans Prefer Sports Kit to Treadmills

  • By Christopher Rogers
  • · June 29, 2016
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Olympics may drive higher sports equipment imports, though state of economy vital Cycle imports not yet picking up like they did before London 2012 Outdoor sports equipment imports growing quicker than treadmills and ellipticals   With a few weeks to go before the Rio Olympics many sports-related product buyers and suppliers will have completed, or are […]

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May 2016 – U.S. Imports Jump 10% in May

  • By Christopher Rogers
  • · June 13, 2016
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Slowing China Can’t Stop U.S. Import Growth. U.S. seaborne imports reach highest since August, best yet for month of May.  Year-over-year growth of 1.5% helped by furniture and auto-parts even as China slows.  Full year growth could reach 2.1%.  U.S. import shipping activity reached 954,000 shipments in May 2016, 10% higher vs. April according to […]

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