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Panjiva Research has been discontinued as of March 23, 2022. Thank you for your readership over the past five years. We hope you will explore the Journal of Commerce, now an S&P Global publication following the completion of our merger with IHS Markit.


Showing research about Cons. Discr. - Durables

20220323-ever-forward-origins-600x398

Ever Forward stops short

The Ever Forward has run around in the Chesapeake bay, potentially leaving the vessel stuck in the mud for the foreseeable future. The vessel, which had visited Baltimore prior to the incident, was likely in route to Norfolk, and marks the second time a high-profile Evergreen vessel has ended ... Read more →

20220323-video-games-seasonal-600x409

Xbox keeps growth up through the holidays

Imports of video games have fallen over the past months, down 18.1% year over year in January and 9.7% year over year in Q4. This indicates that imports likely came in early as companies adapted to the extended lead times indicative of logistics recently. Not all brands have been hit evenly, h... Read more →

20220302-peloton-seasonal-600x394

Peloton restructures to boost efficiency, reduce cost

Peloton announced a restructuring, changing the board of directors, CEO, and workforce after profitability fell. The firm’s revenue increased by 6.5% year over year in Q4, falling short of analyst expectations by 1.5%. This likely doesn’t tell the fill story however as inventories increased by... Read more →

20220209-teu-seasonal-detrend-600x400

Normal January. Normal year?

U.S. seaborne imports fell to 2,669,536 TEU in January, down 0.2% from the month before. Panjiva’s preliminary data shows that this is 1.4% lower year over year than January 2021 and continues what could be described as a post-holiday shipping hangover as carriers and ports continue to process... Read more →

20220126-phillips-seasonal-600x402

Philips diversifies transport, wants visibility from suppliers

Koninklijke Philips, a maker of consumer and professional medical devices released Q4 results, reporting a 17.6% year over year fall in revenue that was 0.4% higher than analyst expectations. Panjiva data associated with the firm shows that seaborne imports fell by 2.9%, while inventories incr... Read more →

20211215-november-seasonal-600x394

Santa ramps up toy imports in November

U.S. imports in November were at least 2,854 thousand TEU, Panjiva data accessed on Dec 12 shows, down 4.7% month to month from October. While slower, this was still 6.3% higher than November 2020, and shows that elevated U.S. imports are still in place even after the usual October peak. This ... Read more →

20211020-retail-sales-600x415

Furniture, leisure imports hit ceiling as U.S. sales perk up

U.S. retail sales increased by 14.3% year over year in September, increasing by 22.3% year over year when compared to 2019. This continues strong demand since the end of pandemic lockdowns, likely contributing to the current year long peak season and supply chain disruptions. Retail sales were... Read more →

20211020-first-cut-us-imports-seasonal-600x422

September shows slower growth; holiday trends emerge

Imports to the U.S. in September grew by 5.1% year over year, or 17.4% when compared to 2019. The month continues the streak of exceptional import activity, now compared to the surge of late last year rather than the early year downturn. China was the top source of import growth, increasing by... Read more →

20210915-toro-seasonal-600x408

Toro braces for inflation after steady summer

Toro, a maker of lawn and garden equipment, released FQ3 earnings, reporting a 16.2% year over year increase in revenues. Panjiva data shows that imports associated with the firm increased by 77.4% year over year in the same three month period. CEO Richard Olson noted that the company was expe... Read more →

20210825-solar-countries-1-600x401

LONGi, JinkoSolar power imports despite safeguards

The U.S. International Trade Commission is starting a review of solar panel safeguard duties under Section 201. This a scheduled review as part of the safeguard duty process every five years. U.S. import data shows that the safeguards have not been particularly effective in decreasing imports,... Read more →

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