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Showing research about Quote Watch

20201124-thyssen-corp

ThyssenKrupp’s auto orders ascend, steel in short supply

ThyssenKrupp has noted a marked recovery in imports for its fabricated steel and aluminum products from the automotive industry during Q2. A recovery in North American demand is expected to continue in 2021 though volumes will still be below “pre-pandemic levels and with still high uncertainty... Read more →

20201124-testing-products

Roche sees testing time for COVID-19 diagnosis kit through 2021

Medical supply chain security is becoming an issue heading into the northern hemisphere winter. Roche CEO, Severin Schwan, has stated “demand is by far oustripping supply” for diagnostic tests and that he expects “this to continue for quite some time in 2021, and it’s simply because we have hu... Read more →

20201123-lazboy-seasonal

La-Z-Boy rebound squeezed by foam availability challenge

La-Z-Boy reported fiscal Q2’21 revenues which increased by 2.7% year over year due to pandemic-related, stay-at-home demand. The firm’s “supply chain team is doing a great job to continually increase weekly production” according to CEO Kurt Darrow at the firm’s earnings call. Total U.S. seabor... Read more →

20201123-sonos-corp

Sonos sounds warning on congestion, container costs

Sonos reported fiscal Q4’20 revenues which increased by 16.0% year over year, compared to analysts’ expectations for an expansion of just 2%. The smart-speaker maker has benefited from stay-at-home demand during the pandemic to the extent that “demand outstripped supply” according to CFO Britt... Read more →

20201120-microsoft-seasonal

Microsoft Xbox levels up, higher score ahead

Microsoft’s new Xbox faces supply chain constraints versus demand with the division’s CFO, Tim Stuart, stating the firm will “continue to see supply shortages as we head into the post-holiday quarter” but that “we’ll have enough supply cranking over the next 4, 5, 6 months”. There’s already be... Read more →

20201113-roku-corp

Roku rolls out Apple support as supply chain activity rocks

Roku has released support for Apple’s Airplay 2 and Homekit technologies for its streaming media players, extending the brand’s addressable growth market. The firm reported 73% year over year growth in revenues in Q3’20, outperforming the 41.9% increase expected by analysts. Panjiva’s data sho... Read more →

20201112-glatfelter-products

Glatfelter stays steady, may face Brexit risk in 2021

Glatfelter reported unchanged revenues in Q3’20 compared to a year earlier, with the engineered materials manufacturer outperforming analysts’ expectations for a 3.0% decline. U.S. seaborne imports linked to the firm dipped by just 1.4% in Q3 year over year. The firm has stated “demand for cer... Read more →

20201112-vtech-seasonal

Vtech takes tariff, pandemic lessons but faces residual Trump risk

Vtech reported fiscal H1’21 revenues which were unchanged versus a year earlier, which the electronics manufacturer stated had “turned out better than expected”. U.S. seaborne imports linked to the firm, led by its educational toys, fell by 23.9% year over year in Q3’20. Yet, there has been a ... Read more →

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