Supply Chain Research — Panjiva
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Showing research about Financing

2023-06-23-sce-uk-plus-one-600x391

Supply Chain Edge: Two ways to make Britain greater

• 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 →

20210705-outlook-seaborne-seasonal

Q3’21 Outlook: The fallout from underinvestment in logistics

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 →

20210624-gamestop-corp

GameStop levels up as console availability, shipments remain low

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 →

20201028-guitar-center-corp

Off-key performance from Guitar Center, Yamaha during pandemic

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 →

20201007-mission-corp

Mission Produce readies for growth as avocado exports shrink

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 →

20200929-siemens-corp

Siemens Energy activity spins up as renewables tailwind continues

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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