Supply Chain Research — Panjiva
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Supply Chain Research

Showing research about Mode - Seaborne

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 →

2023-05-05-sce-sk-chips-600x406

Supply Chain Edge: A light in the semiconductor tunnel

Demand for semiconductors remains depressed while a recovery will take until later in the year, based on a review of the forward-looking comments from eight firms including Apple Inc. The latter’s supply chain remains in flux, with one supplier leaving India and another setting up in Vietnam. ... 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 →

2023-02-24-vietnam-consignees-600x436

Supply Chain Edge: Vietnamese sneakers slip

Key findings this week: Layoffs at a major footwear supplier in Vietnam raise questions about the state of supply chains in the apparel industry — a downturn has already begun. The Home Depot’s cautious outlook is borne out by rapidly softening trade flows in hand and power tools. Europe’s ene... Read more →

20220216-ports-of-lading-region-600x417

Zim, Amazon lead carrier, forwarder January growth

The growth in U.S. imports is declining as year over year numbers start to use the never-ending peak season of 2021 as their denominator. This can help explain why imports to the U.S. in January fell by 1.2% year over year – every comparison from now on will have to exceed last year’s records ... Read more →

20211201-freight-rates-600x395

ZIM, MSC lead 2M import growth in October

Carriers have continued to benefit from the surge in imports, increasing profits over previous years due to a positive volume and rate environment. This totaled 48.1 billion in Q3 and will likely impact the strategy and plans of carriers into the new year. Carriers are likely warry of allowing... Read more →

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