Supply Chain Edge: Amazon problems, earnings lessons, sinking gin — Panjiva
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Supply Chain Research

Supply Chain Edge: Amazon problems, earnings lessons, sinking gin

Ags - Softs 135 Brazil 397 Canada 494 Cons. Discr. - Autos 1183 Cons. Discr. - Durables 516 Consumer Staples 762 Corp - Shipping 978 Earnings 728 Energy - Conventional 448 Energy - Natural Gas 153 Energy - PetChem 25 India 512 Industrials - Capital Goods 583 Info Tech - Tech Hardware 799 Materials - Chemicals 239 Materials - Metals/Mining 753 Materials - Packaging 52 Metals - Aluminum 250 Mexico 884 Mode - Bulk 136 Mode - Containerized 1471 Mode - Seaborne 1803 Mode - Truck 74 Sanctions 162 South Korea 580 Strikes 67 Theme - Canals 132 Theme - Rates 234 U.S. 5321 United Kingdom 370

• In new research this week, we examine corporate earnings calls and data to find that supply chain developments are a net positive but of declining interest to investors, while inventories may have further to fall. New retail inventory data paints a similar picture. We have also looked at gin supply chains, where volumes are falling, costs are rising and maintaining ethical sourcing is a challenge.
• There are new US export rules to contend with in the semiconductor industry, while the latest earnings data from the major chipmakers and suppliers suggest the downturn in demand is c...

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