Supply Chain Research — Panjiva

Supply Chain Research

Showing research about Cons. Discr. - Retailing


Supply Chain Edge: Apple’s season, cooling aircon, tin canned

• Supply chain data shows that the US consumer goods industry is still in decline, shown by shipping volumes that fell for the 12th straight month in July. The slide has been led by a downturn in toys and leisure goods, while the electrical goods shipments linked to infrastructure investments ... Read more →


Supply Chain Edge: Judging calm, recycling rags, striking potash

• In new research this week, we have reviewed 2023 so far through the lens of 10 key data points and found that supply chains are mostly back to normal, but there are key areas of concern. Our deep dive into new export restrictions in mainland China finds that the threat to critical mineral su... Read more →


Supply Chain Edge: Seasonal clock ticking for labor settlement

Labor action at US west coast ports raises the specter of logistics disruptions ahead of the peak shipping season. Consumer discretionary products, particularly back-to-school items including children’s apparel, are particularly exposed from a seasonal perspective if a labor deal is not reache... Read more →


Supply Chain Edge: Athleisure close to achieving balance

Athleisure is typical of the apparel industry in still trying to achieve balance between inventory and sales, but Lululemon appears to have found a successful formula as supply chains normalize. The personal computer sector is stuck in a period of inventory normalization in the face of sliding... Read more →

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