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Showing research about Cons. Discr. - Retailing

20210908-halloween-thanksgiving-600x399

JOANN and Qurate ship Christmas in July

Imports associated with major U.S. holidays Halloween, Thanksgiving and Christmas are starting to ramp up. U.S. seabone imports associated with Halloween and Thanksgiving increased by 28.2% and 52.5% year over year respectively in July after falling by 7.0% and 45.1% year over year in Q2. Chri... Read more →

20210901-vietnam-macro-products-600x414

IKEA, Adidas, seek recovery in Vietnam as new outbreak looms

The Vietnamese army has increased lockdown measures designed to curb the spread of COVID-19 in the country as the tragic outbreaks intensify. These measures, essential to bring the virus under control, will likely have impacts throughout global supply chains, especially manufacturers that swit... Read more →

20210901-bjs-seasonal-600x403

BJ’s Wholesale covers inflation with aggressive cost-cutting

BJ’s Wholesale Club, a bulk retailer, reported 5.6% year over year growth in FQ2 revenues that passed analyst expectations by 10.0%. Corresponding Panjiva data for that period shows that imports associated with the firm increased by 50.2% year over year or 18.0% against 2019. CEO Robert Eddy n... Read more →

20210825-retail-sales-600x404

Walmart takes control of shipping to meet retail demand

U.S. retail sales grew by 13.9% in July estimates, continuing a long string of growth that is tapering off. Some of this may be driven by a slowdown in non-store retail that only grew by 3.7%, potentially indicating that e-commerce is hitting headwinds, while imports of consumer discretionary ... Read more →

20210818-inflation-commodities-600x402

Supply chain inflation bow wave washes into Q3’21

Global supply chains have been beset by cost inflation since late 2020 with a wide range of commodities continuing to experience rising prices, up 0.5% as of August 13. This inflation is not limited to commodities, as import price data shows the prices of key manufacturing components like plas... Read more →

20210812-bts-yoy-600x399

H&M, PVH face congestion on the way back to school

COVID outbreaks may put a damper on back to school sales as shoppers potentially skip in person shopping or arrive to find a shortage of goods. Panjiva data on back to school supplies show imports up by 12.5% year over year, but still lagging 2019 levels by 22.2%. This likely reflects seaborne... Read more →

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