Tyson Foods gains from Trump’s China deal, needs Biden for EU growth November 19, 2020 Tyson Foods reported revenue growth of 5.3% year over year in fiscal Q4’20, That outpaced analysts’ estimates as the meat packer experienced stronger retail sales that offset foodservice deliveries that are “still in recovery” after the pandemic. The firm has also had to deal with worker safet... Read more →
Life after the elections: 5 trade issues to watch to inauguration and beyond November 2, 2020 The results of the U.S. elections on November 3 could radically alter trade policies and their impact on supply chains no matter who wins in both the up- and down-ticket races. This report summarizes 20 previous Panjiva research articles comparing the two presidential candidates’ positions and... Read more →
JBS, WH Group lead phase 1 farm export surge September 22, 2020 U.S. agricultural sales to China have surged as a result of the phase 1 trade deal between the two countries. Total export sales of soybeans signed year-to-date at Sept. 10 reached 24.9 million tons compared to 10.0 million tons at the same time in 2017 – the baseline for the trade deal. That’... Read more →