Panjiva Research

Toro stocks up for a hot summer

June 8, 2021

Outdoor tools maker The Toro Company reported FQ2’21 (to April 30) revenues which climbed 23.6% year over year due to “robust broad-based demand” across the firm’s professional and residential products according to CEO Richard Olson. The firm has also had to deal with “escalating supply chain ... Read more →

Donaldson turns to near sourcing to navigate supply chain storms

June 7, 2021

Donaldson Company, a maker of filtration and exhaust systems, released FQ3’21 (to April 30) revenues which climbed 21.5% year over year, beating analysts’ expectations by 8.1 percentage points. Panjiva data’s shows a large surge in imports as well with growth of 61.2% year over year. CEO Tod C... Read more →

Advance Auto Parts set to accelerate brake price rises as supply chains overheat

June 7, 2021

Advance Auto Parts reported same store sales growth for the three months to April 24 of 24.7% year over year. Demand for brakes and other consumables have picked up as U.S. drivers prepare for post-pandemic journeys. U.S. seaborne imports linked to the firm climbed 23.8% year over year in Apri... Read more →

Aurobindo shows not all healthcare has been healthy during the pandemic

June 3, 2021

Generic drug manufacturer Aurobindo reported a 2.5% dip in FQ4’21 (to March 31) revenues as a result of lower formulated drug sales in the U.S. That is partly “due to a reduction in hospital procedures on the back of COVID-19” though requests for sales rep visits to doctor surgeries in the U.S... Read more →

Good news is bad news for Abbott Labs as testing kit supply chains slow

June 3, 2021

Medical testing equipment maker Abbott Labs has lowered its earnings guidance due to “significantly lower recent and projected COVID-19 diagnostic testing demand” after successful vaccine rollouts in Europe and North America. Panjiva’s data shows that U.S. seaborne imports linked to the firm a... Read more →

Dell, Lenovo flag historic lows in stocks, a year of price rises for PC supply chains

June 1, 2021

The surge in demand for personal computers during the pandemic is leading to supply challenges for the major manufacturers. This report draws on commentary from the major PC makers and Panjiva’s supply chain data to examine the state of computer supply chains currently. Shipments are clearly e... Read more →

Dick’s Sporting Goods faces constrained outdoor sports supply chains

May 28, 2021

Dick’s Sporting Goods reported revenue growth for FQ1’22 (to May 1) of 119% year over year as stores reopened and demand for sports equipment returned after pandemic lockdowns a year earlier. Demand is outstripping supply, with CEO Lauren Hobart noting “certain categories in the market place c... Read more →

Fisher & Paykel leverage air freight to outpace medical supply peers

May 28, 2021

Fisher & Paykel Healthcare reported FY’21 (to March 31) revenue growth of 56.0% year over year as the pandemic elevated demand from hospitals and care homes. The firm hasn’t provided guidance for the coming year, increasing the importance of high frequency datasets such as Panjiva’s supply cha... Read more →

Aristocrat Leisure gaming machines slip, chip availability may be a risk

May 26, 2021

Aristocrat Leisure, a maker of casino gaming machines, reported 1.0% lower revenues year over year in the six months to March 31. Digital sales growth offset a 15.1% drop in outright sales of machines in North America. U.S. seaborne imports linked to the firm fell by 15.2% year over year in Q1... Read more →

VF Corp. believes it is best after navigating logistics challenges during pandemic

May 25, 2021

VF Corp. reported FQ4’21 (to April 3) revenues which climbed 22.8% year over year, helped by acquisitions, an extra week in the quarter and the reopening of stores after the pandemic. The firm expects 28% revenue growth in fiscal 2022. While U.S. seaborne imports linked to the firm expanded by... Read more →

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