Showing research about Quote Watch


Toro braces for inflation after steady summer

Toro, a maker of lawn and garden equipment, released FQ3 earnings, reporting a 16.2% year over year increase in revenues. Panjiva data shows that imports associated with the firm increased by 77.4% year over year in the same three month period. CEO Richard Olson noted that the company was expe... Read more →


Greif raises prices, boosts imports in packaging expansion

Greif, a packaging company, released FQ3 earnings covering the three months to July 31. The firm reported a 37.7% year-over-year increase in revenues that surpassed analyst expectations by 7.4%, while Panjiva data associated with the firm showed a 112.2% year-over-year increase in volumes. The... Read more →


BJ’s Wholesale covers inflation with aggressive cost-cutting

BJ’s Wholesale Club, a bulk retailer, reported 5.6% year over year growth in FQ2 revenues that passed analyst expectations by 10.0%. Corresponding Panjiva data for that period shows that imports associated with the firm increased by 50.2% year over year or 18.0% against 2019. CEO Robert Eddy n... Read more →


TJX offsets freight surge with price rise, cost cuts

TJX reported an increase of revenues of 81.1% year over year that exceeded expectations by 10.0%. Nonetheless, CFO Scott Goldenberg noted in the companies earnings call that they expected freight, supply chain and wage costs to be higher” in the second half. Imports associated with the company... Read more →


Super Micro, Asus fight high demand with imports

Orders for Chromebook parts are down, potentially a sign that the rabid demand for laptops in the U.S. may be slowing. Panjiva analysis shows that imports of laptops grew by only 3.8% year over year in Q2, against Q1 which saw a 110.7% year over year increase. Asus likely took advantage of the... Read more →


GCP shifts sourcing around congestion, force majeure

GCP Applied Technologies, a construction materials maker, released Q2 results showing a 29.7% year over year increase in revenue that exceeded expectations by 3.1%. CEO Simon Bates noted “multiple daily interruptions in our supply chain” that included “raw materials, packaging and transportati... Read more →


Nintendo, Sony see risk, disruption in COVID-19 resurgence

Sony and Nintendo both released Q2 earnings, reporting a 15.0% increase and 9.9% fall in year over year revenues respectively. Nintendo mentioned that this was in part due to strong sales during the pandemic last year, but also saw “logistics delays caused by COVID-19 and the impact of the sem... Read more →

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