Supply Chain Research — Panjiva

Supply Chain Research

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Guess guesses correctly with early orders

Guess reported their fiscal Q4 earnings, reporting a 23.4% year over year increase in revenue that missed analyst expectations by just 0.7%. Panjiva data shows that imports increased by 33.3% in that same period, aligning with an 18.8% year over year change in inventories. The increase in acti... Read more →


Xbox keeps growth up through the holidays

Imports of video games have fallen over the past months, down 18.1% year over year in January and 9.7% year over year in Q4. This indicates that imports likely came in early as companies adapted to the extended lead times indicative of logistics recently. Not all brands have been hit evenly, h... Read more →


Revlon beautifies its supply chains

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 dat... Read more →


Columbus McKinnon taps Asia to reduce backlog

Columbus McKinnon, a maker of industrial and factory equipment reported a 29.8% year over year increase in revenues, matched with a 35.8% year over year increase in profit in calendar Q4. This was supported by a large order book and a 127.2% year over year increase in associated Panjiva data. ... Read more →


Mattel, Hasbro outplay congestion challenges

Mattel has secured the rights to produce toys based on Disney princesses with the transfer from their rival Hasbro happening in 2023. This is a win for Mattel, who had previously lost the rights. Imports of toys had a booming Q4, up 14.6%, although some of the increase may be attributed to lat... Read more →


Philips diversifies transport, wants visibility from suppliers

Koninklijke Philips, a maker of consumer and professional medical devices released Q4 results, reporting a 17.6% year over year fall in revenue that was 0.4% higher than analyst expectations. Panjiva data associated with the firm shows that seaborne imports fell by 2.9%, while inventories incr... Read more →


Tyson buoyed by high chicken prices; inflation hits foodstuffs

Inflation has started to rear its head in foodstuffs, with Panjiva analysis showing that prices of butter and chicken increased by 45.1% and 62.9% year over year respectively through Jan 22. In the case of butter, this may be a reaction to increasing exports, up 131.6% year over year in Q4. Ex... Read more →


PPG faces escalating costs, turns to nearshoring

PPG, a maker of coatings and paints, announced Q4 results reporting an increase in revenue of 11.5% year over year, 3.5% higher than analyst expectations. Despite the increase in revenue, however, profits fell by 9.3% year over year, likely due to a 27.8% year over year increase in COGS. CEO M... Read more →


Vietnam sourcing still problematic for Adidas, Nike

Vietnam benefited from the surge in U.S. imports over the past year, building on successes claimed during the U.S. China trade war and rising with overall trends. The country saw U.S. imports increase by 36.0% year over year in August, but the outbreak of COVID-19 and subsequent lockdowns saw ... Read more →


Ford, GM see impact of chip shortage

Automakers reporting Q3 results over the past few weeks have had a common theme in talking about the chip shortage and the impact on business. Ford CFO John Lawler noted the challenges facing the industry saying they saw “lower-than-anticipated improvement in chip availability in the second ha... Read more →

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