Dell slows PC supplies after overclocking Q2, HP Inc. boots up July 31, 2020 Global personal computer shipments increased by 11.2% year over year in Q2 according to IDC. COVID-19 has driven increased work-from-home demand with U.S. sales having expanded by 13.8% to 21.4 million machines. Back-to-school sales could further boost sales in Q3. U.S. imports of all computer... Read more →
Dell rings the bell as back-to-school buying seen focused on laptops over shoes July 17, 2020 Back to school spending is expected to increase by 26% year over year in the U.S. according to the National Retail Federation. Purchases of laptops for homeschooling are expected to surge. Retailers appear to expect a downturn in purchasing of kids shoes and clothes with imports in June down b... Read more →
HP and Dell’s Dilemma – Early Back-to-School or Preemptive Panic? June 26, 2018 U.S. imports of personal computers peak twice in the year – ahead of the back-to-school and the holiday sales seasons. Slow import growth in 2017 (0.4% vs. 2016) may have reversed to a 6% rise in the first four months of the year and as much as 32% in May. Given fundamental demand remains weak... Read more →