Supply Chain Research

Revlon, a maker of cosmetics and personal products, announced Q4 earnings reporting a 1.8% fall in revenues that fell short of analyst expectations by 4.7%. Profits increased and inventories fell, however, indicating that the company may be operating more efficiently, especially as Panjiva data shows that imports in Q4 increased by 44.9% year over year. On the firm’s March 3 earnings call, CEO Debra Perelman noted that the decline in sales was “largely driven by the supply chain challenges I highlighted, which impacted our ability to manufacture and deliver our products.” Those supply ch...