Supply Chain Research — Panjiva
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Supply Chain Research

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2023-06-02-sce-athleisure-600x398

Supply Chain Edge: Athleisure close to achieving balance

Athleisure is typical of the apparel industry in still trying to achieve balance between inventory and sales, but Lululemon appears to have found a successful formula as supply chains normalize. The personal computer sector is stuck in a period of inventory normalization in the face of sliding... Read more →

2023-05-12-sce-imports-total-600x394

Supply Chain Edge: Consumer slowdown is slowing down

US seaborne imports of containerized freight fell for the ninth straight month in April, led by a 24% slide in consumer goods shipments. However, the rate of decline is slowing. Destocking, which may have gone too far for some apparel firms, and slower sales are likely drivers. Seasonal patter... Read more →

2023-04-14-sce-us-bol-total-600x399

Supply Chain Edge: Slower, steadier and smoother

Evidence from US seaborne imports shows that supply chain activity continues to slow, further reducing pressure on supply chains. US containerized imports fell by nearly a quarter in March versus a year earlier, led by consumer durable goods. The S&P Global PMI for manufacturing supplier deliv... Read more →

2023-03-17-sce-bol-seasonal-600x399

Supply Chain Edge: Furniture flattened, apparel folded

Supply chain activity and retail sales data indicate that the furniture and apparel sectors are in a state of decline, dragging total US seaborne imports down 20% year over year in February. Evidence from memory-chip makers indicates that the tech sector is still in a downturn, although a head... Read more →

2023-03-13-adidas-imports-600x398

Supply Chain Edge: Yeezy deflates kicks

Adidas has a pressing need to reduce its inventories after a failed collaboration with Kanye West. US imports linked to the firm surged in 2022 and are now reversing. The firm’s supplies have shifted toward Indonesia, yielding lower costs and price inflation. Trends in sports equipment supply ... Read more →

20220126-madrid-bridge-ports-600x400

Expeditors may feel impact of ONE container loss

The boxship MV Madrid Bridge, operated by ONE, suffered a container collapse and loss in the Atlantic on its way to New York, Port Technology reports, rerouting to Charleston for repairs and to offload remaining damaged containers. The ship, which departed from Singapore and transited the Suez... Read more →

20220112-detrended-imports-600x396

Panjiva 2022 Outlook: At the tipping point

2022 is likely going to be an eventful year for trade, regardless of the outcome. One of the first indications of that direction may be the lunar new year holiday in Asia, traditionally when factories (and thus exports) slow down. In 2022, this may give carriers, ports, and other logistics par... Read more →

20211215-rates-scatter-600x397

ZIM leads 2M, Ceva imports surge in November

Carrier and forwarder markets in November were affected by the continuing rise in ocean freight rates, up 1.2% on average after a lull in October. China to U.S. west coast routes were particularly affected, up 4.2% week to week as of Dec 10, and up 23.8% since the end of July. Other routes imp... Read more →

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