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Panjiva Research has been discontinued as of March 23, 2022. Thank you for your readership over the past five years. We hope you will explore the Journal of Commerce, now an S&P Global publication following the completion of our merger with IHS Markit.


Showing research about Cons. Discr. - Apparel

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Supply chain, inflation top subjects of Q4’21 earnings calls

Inflation and supply chains are topics of increasing attention, from both central banks and companies as expectations move away from the tough that increasing prices would be transitory. Analysis of earnings call transcripts from CapitalIQ show mentions of inflation related words appeared in 7... Read more →

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Santa ramps up toy imports in November

U.S. imports in November were at least 2,854 thousand TEU, Panjiva data accessed on Dec 12 shows, down 4.7% month to month from October. While slower, this was still 6.3% higher than November 2020, and shows that elevated U.S. imports are still in place even after the usual October peak. This ... Read more →

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Furniture, leisure imports hit ceiling as U.S. sales perk up

U.S. retail sales increased by 14.3% year over year in September, increasing by 22.3% year over year when compared to 2019. This continues strong demand since the end of pandemic lockdowns, likely contributing to the current year long peak season and supply chain disruptions. Retail sales were... Read more →

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September shows slower growth; holiday trends emerge

Imports to the U.S. in September grew by 5.1% year over year, or 17.4% when compared to 2019. The month continues the streak of exceptional import activity, now compared to the surge of late last year rather than the early year downturn. China was the top source of import growth, increasing by... Read more →

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TJX offsets freight surge with price rise, cost cuts

TJX reported an increase of revenues of 81.1% year over year that exceeded expectations by 10.0%. Nonetheless, CFO Scott Goldenberg noted in the companies earnings call that they expected freight, supply chain and wage costs to be higher” in the second half. Imports associated with the company... Read more →

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Steve Madden, Wolverine World Wide show fancy supply chain footwork

The footwear industry faces “continued supply chain disruption across the globe” according to Steve Madden’s CEO, Edward Rosenfeld. While the firm has made “a big move out of China” in recent years, shipments from China still represented 82.6% of U.S. seaborne imports linked to the firm in Q2’... Read more →

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