Q3’21 Outlook: The fallout from short-term supply chain planning — Panjiva
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Supply Chain Research

Q3’21 Outlook: The fallout from short-term supply chain planning

Global 1389 Industries 18 Outlook 95

The outlook for corporate supply chains during the remainder of 2021 is the result of a short-termist approach to planning policies that has persisted through the pandemic. Retail supply chains have scaled actively up rapidly, with a 32.9% increase in U.S. seaborne imports in May 2021 versus May 2019. Yet, there’s still evidence of inventories being too low with U.S. retail inventory-to-sales sat at 1.07 in April versus 1.47 on average in 2019. Manufacturing inventories are higher at 1.48x sales in April versus 1.46 in 2019. There have nonetheless been shortages in specific components, p...

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