Supply Chain Research

Supply Chain Edge: Two ways to make Britain greater

June 23, 2023

• UK supply chains have had a tough time post-Brexit. We have published two in-depth reports looking at export opportunities in mainland China and participation in North American electric vehicle supply chains. Elsewhere in industrials goods supply chains, automakers are receiving more governm... Read more →

Q3’21 Outlook: The fallout from underinvestment in logistics

July 5, 2021

The outlook for the logistics sector in the rest of 2021 will be defined by the reduced rate of investment of the past three years. Many ports are still operating at close to peak-season levels, reducing their ability to debottleneck before the forthcoming peak in early Q4’21. U.S. seaborne im... Read more →

GameStop levels up as console availability, shipments remain low

June 23, 2021

Gamestop has raised $1.26 billion of new equity capital for “investing in growth initiatives and maintaining a strong balance sheet”. Meme-stock status aside, the games retailer’s supply chain activity is recovering. U.S. seaborne imports linked to the firm expanded by 197.1% year over year in... Read more →

Orient Overseas joins ZIM in raising cash, competition remains fierce

January 25, 2021

Orient Overseas has filed with the Hong Kong Stock Exchange to raise HK$933 million ($120 million) in new equity. That comes at the same time as a proposed NYSE listing of fellow container line ZIM Shipping which has filed to raise as much as $382 million. Both are looking to raise money to fi... Read more →

Birkenstock, Crocs take a step in different directions during challenging 2020

January 21, 2021

Sandal maker Birkenstock may be considering a sale to a private equity group, raising questions about its recent supply chain performance. While there was growth in the firm’s U.S. seaborne imports in 2020 as a whole of 2.4% year over year, shipments fell by 13.8% in the Q4 peak season. There ... Read more →

Ninebot rides the pandemic mobility wave as supply chain activity surges

October 30, 2020

Ninebot, manufacturer of mobility devices, has held an IPO of Chinese Depositary Receipts. The firm’s supply chain activity has picked up recently. U.S. seaborne imports linked to the firm have jumped 64.7% higher year over year in September and by a further 189% in the first 15 days of Octobe... Read more →

Off-key performance from Guitar Center, Yamaha during pandemic

October 28, 2020

Guitar Center has missed an interest payment and may consider a financial restructuring according to press reports. U.S. seaborne imports linked to the musical retailer dropped by 35.4% year over year in Q3’20 like due to reduced demand from students, uncertain consumer incomes and awareness o... Read more →

True Religion returns even as consumers have little faith in denim

October 22, 2020

True Religion has completed its Chapter 11 financial restructuring, though the denim retail specialist faces a challenging environment in the wake of the COVID-19 pandemic. U.S. seaborne shipments linked to the firm restarted since the start of August, though total U.S. seaborne imports of den... Read more →

Mission Produce readies for growth as avocado exports shrink

October 7, 2020

Mission Produce has completed an IPO of its shares, in part to help the agricultural supplier build a new distribution center in Mexico. The implementation of the USMCA trade deal from July should provide clarity for trade relations with the U.S. though the recent launch of a trade investigati... Read more →

Siemens Energy activity spins up as renewables tailwind continues

September 29, 2020

The spin-out of Siemens Energy comes ahead of the new company’s earnings on Nov. 10. Panjiva’s data can provide a guide to activity in the power generation and distribution equipment industry. Panjiva’s data shows that U.S. seaborne imports linked to Siemens Energy climbed by 20.1% year over y... Read more →

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