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Showing research about Cons. Discr. - Durables

20210225-first-cut-origins

Shipping surge abates in February, but far from washed out

U.S. international trade activity has continued to expand in February with imports of containerized freight having increased by 10.2% year over year in the first half of the month. That was somewhat slower than the 15.7% expansion seen in January but still means pressure on logistics networks,... Read more →

20210211-toys-comps

Hasbro, Mattel expand as logistics cost inflation spoils playtime

Toymakers Hasbro and Mattel both delivered revenue growth above analysts’ expectations in Q$4’20, though that has come at a price. Hasbro delivered growth of 3.6% year over year – 2.1 percentage points above analysts’ expectations – on strong board game sales while Mattel’s expanded by 10.3%, ... Read more →

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