Supply Chain Research

Supply Chain Edge: Vietnamese sneakers slip

February 24, 2023

Key findings this week: Layoffs at a major footwear supplier in Vietnam raise questions about the state of supply chains in the apparel industry — a downturn has already begun. The Home Depot’s cautious outlook is borne out by rapidly softening trade flows in hand and power tools. Europe’s ene... Read more →

Supply Chain Edge: Ever Forward stops short; Xbox keeps growth up through the holidays

March 23, 2022

Ever Forward stops short; Xbox keeps growth up through the holidays; Guess guesses correctly with early orders; Russia builds ties with China; Canadian Pacific Railway faces labor dispute.

Read more →

Supply Chain Edge: US February imports record-breaking anew; HMM, digital forwarders top February

March 16, 2022

US February imports record-breaking anew; HMM, digital forwarders top February; Qurate, Mattel may feel effect of Shenzhen lockdowns. Also: Automakers adjust to changing supply chains; Russia issues retaliatory sanctions; Congestion crisis vitalizes visibility market

Read more →

Supply Chain Edge: Russian invasion of Ukraine adds strain to supply chains; Peloton restructures

March 2, 2022

Conflict in Ukraine adds additional strain to supply chains; Peloton restructures rides to increase efficiency, reduce cost; Avocadoes avoid supply chain chaos
Also: Neon may be the next foil for chip supply chains; Japan joins the U.S. steel club; Tractor Supply cleans out the barn

Read more →

Supply Chain Edge: Zim, Amazon lead carriers, forwarders; bridge closure could impact Ford, GM

February 16, 2022

Zim, Amazon lead carrier, forwarder January growth; Ford, GM, could see impact 7-day bridge shutdown
Also: Inflation talk isn’t just chatter; Carriers start to sober up; Chipping for Par

Read more →

Supply Chain Edge: Normal January. Normal year?; Talking supply, expecting inflation

February 9, 2022

Undecided in January, 2022 starts off the same; Talking supply chain, expecting inflation in Q4 earnings calls; Neumann and Coffee America brew import success
Also: Metal leads the charge for battery supply; Trade actions progress in Washington; Sweets, seats, in short supply

Read more →

Mattel, Hasbro outplay congestion challenges; GE, Regal turn to Mexico

February 2, 2022

Mattel, Hasbro play nice with congestion challenges; GE, Regal truck in from Mexico; Columbus McKinnon taps Asia to reduce backlog. Also: ZIM reshuffles 2M membership; EU launches WTO dispute against China; Manufacturers running out of memory

Read more →

Supply Chain Edge: Tyson Foods buoyed by high chicken prices; container loss may hit Expeditors

January 26, 2022

Tyson buoyed by high chicken prices; inflation hits foodstuffs; Expeditors may see impacts of ONE container loss; PPG faces escalating costs, turns to nearshoring. Also: U.S. engaged in dealmaking East and West; Investment in chips fights shortage; Automotive market continues to feel COVID imp... Read more →

Supply Chain Edge: Keeping up with demand in 2021; Matson, Amazon forwarding lead December imports

January 19, 2022

2021 in Review: Keeping up with demand; Matson, Amazon forwarding lead imports, rates inch up. Also: Zim offers a carrot for avoiding port’s stick; U.S. retail sales, retailers, dampened by Omicron; Another year, another deal: Britain hits the negotiating table

Read more →

Supply Chain Edge: Panjiva 2022 Outlook; Ningbo’s COVID-19 lockdown could hit GoPlus, Dollarama

January 12, 2022

Panjiva 2022 Outlook: at the tipping point; Restrictions in Ningbo could hit GoPlus, Dollarama. Also: Food availability on the menu for 2022; Consumer durable stocks face low charge, high prices; Port of Los Angeles announces dwell fees for empty containers

Read more →

Supply Chain Research

Showing research about Panjiva Daily