磐聚网调研 — Panjiva

Starbucks, JDE Peet’s load up on Brazilian coffee as prices turn over

April 7, 2021

The COVID-19 pandemic has driven significant shifts in U.S. coffee consumption habits, though coffee availability has also been instrumental in driving prices and supply chain activity. Global coffee prices have fallen by 9.4% on April 6 compared to their 2021 peak on Feb. 25. While global cof... Read more →

Empty container handling imbalance widens, farm goods exports soaring

March 23, 2021

U.S. logistics networks appear to still be out of balance when considering exports of loaded containers and handling of empty containers. Exports of loaded freight from the U.S. west coast ports fell by 14.6% year over year in February while handling of empty containers rose by 20.2%. That was... Read more →

B&G Foods faces rising freight, commodity costs as growth recovers in Q1

March 8, 2021

B&G Foods, owner of the Green Giant and other food brands, reported FQ4 revenues (to Jan. 2 2021) which rose by 8.5% year over year, missing analysts’ estimates by 4.4 percentage points. U.S. seaborne imports linked to the firm also only expanded slowly with growth of 2.9% in calendar Q4. The ... Read more →

Starbucks needs fresh supplies once Brazil’s coffee export surge slows

February 15, 2021

Brazil’s coffee farmers are reportedly hoarding supplies after a surge in exports in Q4’20 and ahead of weaker expected harvest conditions. Official data shows Brazil’s exports climbed 38.7% year over year in December with global coffee shipments up by just 4.4% as a result of lower exports fr... Read more →

Scotts Miracle-Gro sows doubts about justification for freight cost hikes

February 5, 2021

Scotts Miracle-Gro reported revenue growth of 105% year over year in FQ1’21 (calendar Q4’20) as a result of stay-at-home gardening activities during the pandemic. Yet, the firm has faced significantly higher commodity, freight and insurance costs, leading CEO James Hagedorn to state such incre... Read more →

Containers, not consumption may be the challenge for cocoa

January 20, 2021

Global chocolate supply chains have been disrupted by the pandemic including an initial drop in demand, according to Cote d’Ivoire’s cocoa regulatory authority, while a shortage of containers has led to stockpiling at ports and a call for farmers to retain stocks for now. There is an inherent ... Read more →

Life after the elections: Trump leaves Turkey arms test for Biden

December 16, 2020

The U.S. State Department has withdrawn export approvals for sales to Turkey’s state arms buyer SSB after the latter’s purchase of Russia’s S-400 missile system. That continues trade-policy based pressure applied by the Trump administration against Turkey. The continuance or otherwise of those... Read more →

ONE boosts agricultural exports as FMC focuses on empty container strategy

December 9, 2020

The Federal Maritime Commission’s Chairman, Michael Khouri, has flagged ongoing reviews of the activities of the big container shipping lines including empty container positioning practices. The latter has been driven by the reported refusal of U.S. agricultural export shipping orders due to c... Read more →

JM Smucker’s coffee rush relies on supply chain stability

December 2, 2020

JM Smucker reported 3.9% year over year revenue growth in FQ2’21 (to Oct. 31) after the food and beverage manufacturer experienced 9.0% sales growth in coffee due to increased stay-at-home spending. The firm’s success has hinged on sourcing with CEO Mark Smucker stating “we have a very robust ... Read more →

La Nina, COVID-19 roil coffee supply chains as Starbucks cuts back

October 5, 2020

An emerging La Nina weather system may cut the coming year’s Brazilian coffee harvest, potentially resulting in a surge in prices according to press reports. Global coffee exports are already in decline with a 6.6% drop in August following a 12.7% slide in July. Brazil’s exports fell by 2.2% i... Read more →

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