Panjiva Daily: Peloton’s uphill delivery struggle; the bow wave of COVID-19 recovery hopes

Global 1168 Panjiva Daily 554

The fitness industry has been a beneficiary of stay-at-home demand during the pandemic, though Peloton is struggling to deliver on that growth. Our latest webinar poll shows COVID-19 recovery expectations have been pushed back once more. Also: True Religion returns even as consumers have little faith in denim; Borusan Mannesmann gets tariff refund, still faces oil price weakened pipe demand; shipbuilding continues to sink with orders at 32-year low; having (yet) another go at Brexit talks; and what to watch in tonight’s election debate.

Copyright © 2020 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.